Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Why Ken Fisher Advertises So Much
By Jane Wollman RusoffThe legendary investment manager tells ThinkAdvisor about his ubiquitous marketing strategy.
September 16, 2019
Ex-Dynasty Exec Scott Welch Joins WisdomTreeAs CIO of model portfolios, he will head the firm's asset allocation team and investment committee.
September 13, 2019
SEC's New Form CRS: A BreakdownHere's a summary of this new paperwork soon to be required of advisors and their clients.
September 10, 2019
TD Ameritrade Adds 24 More Providers to Model Market CenterThe latest providers added to the firm's portfolio marketplace include BlackRock and J.P. Morgan.
September 09, 2019
Morningstar Launches Goals-Based Software for Planning, InvestmentsGoal Bridge lets advisors connect client goals to planning and investment strategies.
September 04, 2019
SEC Warns Advisors to Watch Principal Trading ActivityA new Risk Alert highlights the most common advisor compliance issues related to principal trading and agency cross transactions.
August 28, 2019
What Beats National Debt as Investors' Top Concern?Nearly half of U.S. investors cite this global issue as more disconcerting than the projected $1 trillion national debt.
August 27, 2019
Demystifying RIA/IAR Legal RequirementsConfused about the different state and federal registration needs for RIAs and their advisor reps? Here's a guide.