Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Barclays Introduces Financial Personality Assessment for HNW Clients
By Jane Wollman RusoffThe firm's wealth management arm employs a team of behavior finance experts in effort to tie portfolio to personality.
October 25, 2010
Legg Mason Capital Management Names Sam Peters Co-Manager of Value TrustLegg Mason Capital Managementannounced Thursday that Sam Peters, who joined the firm in 2005, will become a co-portfolio manager of the Legg Mason Capital Management Value Trust.
October 14, 2010
Labor Department Unveils Fee RuleRetirement plans will have to tell participants about legal, accounting and recordkeeping fees, and they also will have to explain any amounts that can be taken out of participants' accounts.
October 14, 2010
DOL Releases Groundbreaking Final 401(k) Fee Disclosure RuleThe Department of Labor's Employee Benefits Security Administration (EBSA) released Thursday its long-anticipated and groundbreaking final rule on fee disclosures for 401(k) plans.
October 06, 2010
Tiger 21’s Wealth Management Discipline Now Informs Members’ PhilanthropyTiger 21 started as a forum for high-net-worth investors to network with peers around asset preservation and wealth management issues and have now broadened their focus to include discussions of family matters and inheritance issues.
October 01, 2010
An Advanced (and Unique) Investment and Tax SolutionA new and unique opportunity exists for advisors and clients to achieve significant investment and tax advantages. Cutting edge advisors who offer comprehensive solutions to...
October 01, 2010
Exits Over OutflowsLast month, I spoke on a venture capital panel at a well-attended alternative investment conference in Chicago. As the former head of alternative strategies for...
October 01, 2010
The Empire Steps UpReaders of this column know I haven't been a big fan of the CFP Board and its leadership of the Financial Planning Coalition during Washington's...