Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
The Affluentialist: The Case of the Wealthy Celebrities and the Missing Funds
By Lewis SchiffBack in April, actress Uma Thurman played the heroine in a thriller where a devious financial advisor misappropriated $60 million from clients. In this case,...
July 21, 2010
Call for Papers: Applying the Fiduciary Standard in a Brokerage SettingThe Boston University Review of Banking & Financial Law and The Committee for the Fiduciary Standard announced a "call for papers" to address applying the fiduciary standard to brokers who provide advice to individual investors.
July 19, 2010
How 'Customer-Driven' are Wall Street Firms?J.D. Power reports overall satisfaction is up for customers of full-service firms, but more investors think their 'firm is driven by profits, rather than focused on customers.'
July 19, 2010
J.D. Power Survey: Client Satisfaction With Brokerage Firms ImprovesStudy says overall satisfaction is up for customers of full-service firms, but more investors think their 'firm is driven by profits, rather than focused on customers.'
July 19, 2010
U.S. Trust Hires Trading Head and Leader of Northeast DivisionU.S. Trust has appointed Rowland (Chip) Bankes as head of trading and Stephen Doty as investment executive of its northeast division, based in New York.
July 13, 2010
Hartford 'Top 10 Investment Themes for 2010' Report Card Puts Dr. Bob 'On Probation'In a mid-term report card that reviews "Top 10 Investment Themes for 2010," "Dr. Bob" of The Hartford Mutual Funds, gave himself one A grade, four Bs, one C, no Ds, and four Fs for a variety of investing strategies in the first volatile half of 2010.
July 13, 2010
Three New Members for Investment Performance CommitteeCFA Institute announces appointments to GIPS Executive Committee.
July 13, 2010
CFA Institute Announces Appointments to GIPS Executive CommitteeThree new members will join the GIPS Executive Committee in September, the CFA Institute announced Tuesday, July