Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Client service: Do you really deliver?
By Steven McCartyDon't let a breakdown in customer service unravel a promising client relationship.
October 14, 2016
Insurer CIOs should weigh potential partners' corporate cultureCorporate culture is an often overlooked but critical component that CIO should weigh when looking for an investment partner to manage their accounts.
October 07, 2016
Under ’40 Act, Robo-Advisors Are Fiduciaries: Morgan Lewis LawyersTwo attorneys argue that the 40 Act applies to all firms meeting the Advisers Acts definition of investment advisor.
October 05, 2016
Brown University Endowment Posts 1.1% Loss in 'Challenging' YearThe smallest endowment in the Ivy League lost $3.2 billion in the fiscal year that ended June 30.
October 01, 2016
Turning Cryptocurrency Into an Asset ClassIn an age of negative rates, bitcoin takes on new importance for advisors, investors, banks and consumers.
October 01, 2016
The Right Perspective on Low ReturnsWith all the talk of low returns, it's time to check in with clients on their real challenges and their best responses.
September 29, 2016
Cornell Endowment Posts 3.3% Loss, Worst Among Ivies So FarHarvard, Dartmouth and Penn also posted losses for the latest fiscal year but they were 2% or less. Yales endowment gained 3.4%.
September 26, 2016
How to Get Client Referrals Without AskingA seven-word strategy to get clients to volunteer more referrals.