Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Morningstar Restructures Leadership of Research Operations
By Bernice NapachIt named a 17-year company veteran to the newly created chief ratings officer role.
October 14, 2020
Fake N.J. Advisor Indicted for $2.1M ScamThe defendant promised his clients 25% returns, prosecutors say.
October 14, 2020
World Poker Champ: Why Gut Feelings, Pro-Con Lists Are Lousy Decision-Making ToolsAnnie Duke, now a bestselling author, tells ThinkAdvisor how advisors can make better decisions using the "power of negative thinking."
October 05, 2020
Carson Group Taps More Funds to Fuel Partner Firm M&AsThe firm says it now has more capital to invest in advisory firms and to support partner firms' own acquisition plans.
September 29, 2020
Envestnet Brings On Dana D'Auria as Co-Chief Investment OfficerHer hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
September 03, 2020
Schwab, Fidelity Join Orion TAMP"This will be a big competitive threat to Envestnet," said Tim Welsh, head of Nexus Strategy.
August 03, 2020
'Next Steps' for Advertising Rule Coming: SEC OfficialIM Director Dalia Blass also says target date funds should be opened to private investments.
July 28, 2020
Orion Launches New Client Portal for AdvisorsThe firm believes the portal, integrated with Apex, gives investors "one-stop, go-anywhere access" to their finances.