Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Fi360 Updates Fiduciary Focus Toolkit
By Danielle AndrusFi360 recently announced that it is updating its Fiduciary Focus Toolkit with new reporting capabilities for financial advisors.
August 28, 2017
Advisor Websites and the BICE RequirementsIn addition to the many disclosures fiduciaries must make when they execute a best-interest contract, they must also make disclosures about their website.
August 24, 2017
Raymond James Recruits $150 Million Father-Son Team From MerrillJohn R. Edgecomb Sr. and his son John Robb Edgecomb Jr. recently joined the Austin-Barton Hills office of Raymond James & Associates.
August 24, 2017
Investment Salespeople Are UnderratedFinancial sales professionals are crucial to the economy, but the DOL fiduciary rule ignores their existence, Lou Harvey of Dalbar writes.
August 22, 2017
Most MEPs Are in Healthy ‘Green Zone’: SurveyInvestment returns have been driving healthy funded ratios since the financial crisis, Segal Consulting reports.
August 16, 2017
Jemstep, Key Investment Services Partnering on Robo PlatformJemstep is partnering with Key Investment Services, a subsidiary of KeyBank, on a digital advice platform.
August 11, 2017
The Case of the Mysterious Best-Interest StandardI recently received an email from an advisor who is upset about Labor's fiduciary rule and came up with some creative ways to express it.
August 08, 2017
Buffett Nears a Milestone He Doesn't Want: $100B in CashWhile that figure highlights the staggering moneymaking ability of the businesses hes collected over the years, its also a burden.