Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Investors With Advisors More Confident in Investment Strategy
By Michael S. FischerConfident investors were more likely to have recently dined in a restaurant or made travel plans, a Franklin Templeton–Gallup study found.
October 23, 2020
Morningstar Restructures Leadership of Research OperationsIt named a 17-year company veteran to the newly created chief ratings officer role.
October 22, 2020
How Josh Brown and Other Financial Pros Invest Their Own MoneyEven professionals like Brian Portnoy and Bob Seawright don't always make investment decisions based on logic, the Ritholtz Wealth CEO tells ThinkAdvisor.
October 16, 2020
How Much Value Does a Financial Advisor Deliver?Russell Investments has developed a formula: A+B+C+E+T = value of an advisor.
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.