Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Mirror, Mirror
By Staff WriterWhen Lewis Schiff presented the preliminary findings from his research at the Investment Advisor/Moss Adams Advisor Summit in November 2007, there was an immediate reaction...
March 01, 2008
The Prospect Said What?To work with high-net-worth and ultra-high-net-worth clients, you need both a deep understanding of a family's complex emotional dynamics and a comprehensive spreadsheet of a...
March 01, 2008
Slow and Steady Wins the RaceA deep foundation of trust is invariably the cornerstone of any really good advisor/client relationship. Ian Yankwitt, founder of Tortoise Investment Management in White Plains,...
March 01, 2008
Figuring Out FiduciaryThis question has been dogging me for some time: What, exactly, does fiduciary advisor mean? Sure, advisors, as opposed to brokers, have a fiduciary duty...
March 01, 2008
Sweetening the PotIt turns out the retirement industry was indeed onto something when it started adding a guaranteed minimum withdrawal benefit (GMWB) rider to variable annuities a...
March 01, 2008
One Down, How Many to Go?Ken Fisher is a galvanizing force in the investment advisory world. The size and growth rate of his firm, Fisher Investments--which these days counts $45...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 19, 2008
MMI Names Award RecipientsThe Money Management Institute announced it will honor 4 industry leaders during its forthcoming annual convention.MMI, Washington, will present its 2008 Pioneer of Investment Consulting ...