Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Insurer Adds 16 VA Subaccounts
By staff WriterA large annuity writer is adding 16 investment options from 5 money managers to its variable annuity product lineup.
November 01, 2009
One B/D's Take on Assessing RiskKol Birke, a financial behavior specialist with the independent broker/dealer Commonwealth Financial Network, suggests that advisors develop a risk score for clients after discussing four...
November 01, 2009
Reassessing RiskWhen people win, they like risk. When they lose, they hate it. If only it were easier to translate that knowledge into an investment strategy...
October 16, 2009
How do you Predict Future Outperformance?What are the best predictors of an investment manager's future performance? Is past performance a better predictor than a manager's skills than their "hit rate?"
October 08, 2009
"Federal" versus "Authentic" Fiduciary DutyBoth investment advisors and broker/dealer registered representatives routinely give financial and investment advice to clients. What is still different is the rules that protect those investors.
October 06, 2009
Advisors' AUM Drop as More Enter the BusinessIAA, NRS report that bulk of assets remain concentrated with small number of big firms
October 06, 2009
ACLI Addresses Fiduciary IssueRequiring insurance agents to act solely in the interest of their customers when selling securities products would be "counter to serving the investing public's needs," the ACLI says.