Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Schwab, Fidelity Join Orion TAMP
By Jeff Berman"This will be a big competitive threat to Envestnet," said Tim Welsh, head of Nexus Strategy.
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."
June 23, 2020
Hightower Nabs Former Nuveen Equities ExecStephanie Link has been hired to grow outsourced chief investment officer and other portfolio services for advisors.
June 19, 2020
Why Opportunity Zones Are FailingThe Urban Institute outlines the key problems of these investments, and possible solutions, in a recent report.
June 10, 2020
Ric Edelman Warns of Long-Term Pandemic ImpactBe prepared for further stock drops and continued high unemployment until a vaccine is developed, he says.
June 01, 2020
Ken Fisher-Dominated Stock ETNs See $3.5B WithdrawalsWithdrawals came from leveraged equity products last week; move is probably tied to portfolio management, analyst says.
May 26, 2020
Coronavirus Spotlights Investors' Biggest MistakesHere's what investors regret most, according to MagnifyMoney.