Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Sweetening the Pot
By Melanie WaddellIt turns out the retirement industry was indeed onto something when it started adding a guaranteed minimum withdrawal benefit (GMWB) rider to variable annuities a...
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 ...
February 06, 2008
About That Software Article . . .In this blog, I'd like to follow up on an article I wrote for Investment Advisor magazine's January issue. In it, I discussed four different...
February 03, 2008
The Do's And Don'ts Of Follow-Up LettersA follow-up letter should be sent after every major sale and most meetings with clients. This letter is particularly important when selling a product that is often misunderstood...
February 01, 2008
Catching up with...Brian McMahon, longtime president and chief investment officer at Thornburg Investment Management (TIM), added the CEO mantle to his responsibilities on January 1, succeeding Garrett...
February 01, 2008
Tolerance Rears Its Welcome HeadI was surprised by the first letter in your December 2007 issue. I had the distinct pleasure to work with Frank Siegel. I was then...
February 01, 2008
Is an IPS the Answer?In my last two Expert's Corner columns ("Confusion and Misinformation, November 2007 and "Use Them, But Carefully," December 2007), we addressed some of the misinformation...
January 06, 2008
Insurer Asks SEC For Stand-Alone Guranteed Living Benefit RuleJackson National Life Insurance Company is asking the U.S. Securities and Exchange Commission to lighten the regulatory load for banks and insurers that sell a ...