Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
China’s ponzi-dodging pensioners chase high returns, free lunch
By Bloomberg NewsChinas 147 million pensioners are plowing more of their money into investments other than deposits.
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?
August 25, 2015
3 Things Advisors Can Do to Help Clients Avoid PanicWhen the market has a bad day, managing clients' emotions is half the battle. Make a plan to prevent panic in the first place.
August 21, 2015
How to Profit From a Strong and Rising DollarA stronger dollar may not be good news for U.S. exporters but could make money for investors playing the currency trade.