Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
5 Ways Advisors Can Stay Ahead of the Competition
By Ginger SzalaMorningstar and Mercer joined up to outline the actions advisors should take to stay relevant.
December 18, 2019
SEC Advances Plan to Expand Accredited Investor DefinitionAmong other measures, the plan expands the entities that qualify based on an investment test instead of an asset test.
December 12, 2019
Fidelity to Launch Female-Focused SMAAdvisors should have access to this new SMA equity model and four others in early 2020.
December 10, 2019
Institutional Investors Ignore Sexual Harassment at Their Peril, Group WarnsIgnoring harassment at firms that manage your money can have devastating consequences, says due diligence group.
December 04, 2019
Fisher's 'Hardball Culture' Extends to UK: ReportThe firm has some 6,000 British clients; ex-staffers say the work climate there is "bullying, intimidating, [and] controlling," according to The Telegraph.
November 26, 2019
SEC Releases FAQ on Form CRSThe FAQ addresses formatting and delivery questions; SEC says to expect more updates as questions come in.
November 26, 2019
How 6 Regions' Insurance Investment Managers Rate Geopolitical RiskOne takeaway is that the U.S. investment managers need some warm tea and a teddy bear.
November 25, 2019
Vanguard Changes Key Leaders in Investment Management: Portfolio ProductsAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.