Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Pensions Should Shift From De-Risking to Growth: Report
By Michael S. FischerIn today's market, "plans of all stripes need to focus on their growth portfolio," according to Cambridge Associates.
February 15, 2019
Sales Practice Risk in the Digital Era, Part 1: Where We Are, Where We're GoingAdvisors must stay abreast of the evolving risks and requirements associated with selling practices, particularly those involving technology.
January 31, 2019
Regulators & Advisors' Priorities During ShutdownWhile registered investment advisors must press ahead in meeting their Form ADV filing obligations during the government shutdown, the agency's divisions will be unable to conduct business as usual.
January 29, 2019
Fidelity Go Ranked Best Overall Robo-AdvisorThe Robo Report, published by Backend Benchmarking, rated 13 robo-advisors that have been in business for at least two years.
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.