Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
What 'The Big Short' Got Wrong
By Bob ClarkLast year's movie The Big Short, starring Christian Bale, Brad Pitt, Ryan Gosling and Steve Carell, has renewed interest in the history (and myth) of the 2008 mortgage meltdown.
May 24, 2016
Index Funds Show Surprised Investors Their DownsideThe low cost of index funds "seems to be providing a halo effect that could blindside investors during volatile markets," Natixis says.
May 20, 2016
Yes, 401(k)s are badly broken. Let's fix them nowThe father of 401(k)s laments that they have become too complicated, expensive and rife with opportunities for mistakes.
May 20, 2016
Yes, 401(k)s are badly broken. Let's fix them nowThe father of 401(k)s laments that they have become too complicated, expensive and rife with opportunities for mistakes.
May 19, 2016
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy SpeerAfter FINRA ruled that Speers widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firms most prominent financial advisor.
May 16, 2016
Top Portfolio Products: Star Manager Starts His Own Investment FirmGoing global is the direction of choice for several new mutual funds, including two from a new investment company founded by a top-performing portfolio manager.
May 11, 2016
Jason Carroll: Succession Planning Pioneer — The 2016 IA 25Whether it be strategic acquisition or a retiring advisor," Live Oak's managing director and senior officer for investment advisory lending says, "we do it.
May 05, 2016
Court Ruling Makes It Easier to Convict Advisors of FraudMaking a criminal case for investment advisor fraud does not require proof of intent to harm clients under the '40 Act, an Appeals Court rules.