Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Sales Practice Risk in the Digital Era, Part 1: Where We Are, Where We're Going
By Gregory K. Soueid, Lynn W. Woosley and Dominic A. MangononAdvisors must stay abreast of the evolving risks and requirements associated with selling practices, particularly those involving technology.
January 09, 2019
New Survey Focuses on Unique Needs of Smaller FoundationsA new survey from Captrust Financial Advisors of some 150 public and private foundations finds that 73% of organizations had return expectations in…
January 02, 2019
In Light of SEC Shutdown, Here's How Advisors Should ProceedAdvisors still need to file their forms on time despite the government shutdown.
December 18, 2018
How to Be More Effective in Selecting Active ManagersDespite the claims of indexing aficionados, actively managed funds are not going the way of typewriters, pagers and landline phones.
December 14, 2018
Trump Supports Opportunity Zones, but More Guidance NeededAn executive order could boost opportunity zones, but measuring effectiveness of the investments is difficult.
December 03, 2018
Navigating Volatility: 3 Strategies I'm Using NowHedging clients' portfolios only after a stock market plunge is like shopping for seat belts after a crash.
November 28, 2018
Giving & Getting Back: Ameriprise, Cambridge, CommonwealthWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 19, 2018
Raymond James Adds Chief Investment Officer to Private Client GroupThe new executive, Larry Adam, is hired from Deutsche Bank; he used to work for Alex. Brown, which is now owned by his new employer.