Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
4 Ways to Simplify Your Complex Sale
By Bill GoodIf you aren't closing at least 30% of the prospects you sit down with, you need to simplify your sales process, Bill Good says.
September 23, 2015
China’s ponzi-dodging pensioners chase high returns, free lunchChinas 147 million pensioners are plowing more of their money into investments other than deposits.
September 14, 2015
Why clients fire their financial advisorsFifty-eight percent of high-net-worth advisors have switched financial advisors within their lifetime.
September 11, 2015
Can Old Wall Street Firm Re-Emerge as Boutique RIA?The team at C.J. Lawrence says it has the "DNA" to address high-net-worth investors.
September 11, 2015
Why Clients Fire Their Financial AdvisorsMore than half of high-net-worth investors have switched advisors in their lifetime, and 23% have done so in the past five years, Spectrem found.
September 04, 2015
The Oil-Sands Glut Is About to Get a Lot BiggerProjects in Canada that can't be shutdown are facing longer horizons for their breakeven points
September 01, 2015
Daley to Head Strategic Growth at Raymond James Advisor DivisionDaley joins Raymond James Investment Advisors Division from Fidelity; Hedtke succeeds Carsten Quitter, who will join Allianz in Italy as chief investment officer.
August 27, 2015
From the Reps’ Mouths: The 2015 Broker-Dealers of the YearIn addition to rating their BDs, we asked reps an optional question: If you were to affiliate with another broker-dealer, which one would it be, and why?