Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Changes
By Staff Writer? The Investment Company Institute's Board of Governors has elected Edward Bernard, vice chairman of T. Rowe Price Group, to serve as chairman of the...
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
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.
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.
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 02, 2009
Exclusive WM Interview with Economist Robert Shiller: Animal spirits, subsidized investment advice, and the democratization of financeEconomist Robert J Shiller talks exclusively with Wealth Manager’s Editor in Chief Kate McBride about Keynes’ theory of the “spontaneous urgent action”...
October 01, 2009
Gain new clients in a volatile market (Part 1)You pride yourself on the fact that most of your clients had not lost a penny before March of 2009 and likely will have positive returns in 2009.
October 01, 2009
Editor's Note: It's All Our SoilSoon after the battle of Gettysburg, President Abraham Lincoln wrote to the commander of the victorious Union Army, George Meade, inquiring whether he was able...