Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
How Much Value Does a Financial Advisor Deliver?
By Michael S. FischerRussell Investments has developed a formula: A+B+C+E+T = value of an advisor.
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.
July 02, 2020
California to Help Diverse Investment Managers Get Insurers' AttentionThe state's insurance commissioner says insurers' assets could help reduce wealth inequality.
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Parnassus"We used that weakness, that really big downdraft in the [2018] fourth quarter to establish very large positions in companies like Microsoft and Nvidia. We saw and took advantage of that downturn to really add some very nice pieces to the portfolio."