Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Standing Tall
By Kate McBrideFor as long as there have been things to invest in, from seeds and livestock to railroads and cars, from the telephone and electric utilities...
September 01, 2006
IPS EssentialsEvery Investment Policy Statement (IPS) should accomplish the following: o Evaluate the specific needs of the plan and its participants o Describe the investment objectives and goals...
September 01, 2006
St. Denis Villere Co.601 Poydras Street, Suite 1808 New Orleans, Louisiana 70130 Phone: 504-525-0808 [email protected] www.villere.com Year firm began: 1911 Number of advisors in firm: 4 Number of clients: 600 Compensation method: Fee-only AUM: $1.5 billion Fee for...
September 01, 2006
The Investment CenterIf keeping your representatives satisfied is the name of the game for broker/dealers, then it's no surprise that Ralph DeVito and The Investment Center are...
September 01, 2006
The Fiduciary Audit FileOne of my favorite stories concerns a horse that was found wandering in the countryside. No one knew where it had come from, since the...
August 09, 2006
RIAs See a Promising FutureRIA firms have seen three straight years of increasing revenues and profitability, and are on track to post positive AUM growth numbers, according to AdvisorBenchmarking's recently released 2006 RIA Marketplace Study.
August 01, 2006
Staying Healthy OnlineIt's not only how you do your job that creates efficiencies, it's also how you don't do your job. Olivia Mellan, a Washington-based psychotherapist and money...
August 01, 2006
Edward Jones Tops List; Loyalty a Major FactorJ.D. Power and Associates says that Edward Jones has narrowly edged out Raymond James Financial, giving it the highest overall customer-satisfaction score in the 2006...