Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Fed Hikes Rates, Indicates 2 More to Come This Year
By Bernice NapachThe more aggressive projection reflects a more bullish economic outlook from the Fed.
April 29, 2018
What Advisors Need to Know About the EU's New Data RulesRegulators in Europe are putting in a set requirements that aim to better protect personal data.
April 23, 2018
How New Tax Law Affects Investment Portfolios: The Advisor and the Quant"Advisor" Joe Elsasser and "Quant" Ron Piccinini discuss the effects of the new tax law for investors.
April 03, 2018
Advisors Should Act Now on the Rule 12b-1 InitiativeInvestment advisors must decide to self-report and notify the SEC's Division of Enforcement by 12 a.m. EST on June 12, 2018
March 30, 2018
How Cash Makes Clients HappyCash has become a forgotten asset class, although it comprises an important part of clients' sense of well-being.
March 26, 2018
FinMason Taps New Exec for Growth PlansThe fintech analytics firm says it brought on David Remstein as president and COO to help it double its investment analytics offerings.
March 26, 2018
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio ProductsIn other product news, RobustWealth added direct indexing to its digital wealth platform.
March 21, 2018
Chances Rise for 4th Fed Rate Hike in 2018The latest Fed policy statement and dot plot are changing expectations.