Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
NASAA Provides Clarity on Self-Directed IRAs
By thinkadvisorState securities regulators recently warned investors participating in self-directed IRAs to brush up on third-party custodians duties, as fraudsters can deceive them into thinking that a third-party custodian is a trusted intermediary gatekeeper.
December 04, 2014
With New Year, Financial Advisors Will Need New ApproachOne critical strategy that I see taking hold in 2015 is investor/advisor alignment.
December 03, 2014
New Hire Roundup: Principal Financial Names Houston President, COOMeanwhile, iCapital Network has added a senior vice president and vice president of fund manager due diligence.
December 02, 2014
High CEO Pay Equals Low Corporate Performance: GMO ReportA savvy portfolio manager wants to buy shares of companies focused like a laser beam on maximizing shareholder value, right? Not so, says GMO.
December 01, 2014
6 Facts About Self-Directed IRAs and Their Custodians: NASAAFraud promoters can misrepresent the responsibilities of self-directed IRA custodians to deceive investors, says NASAA's Beatty.
November 20, 2014
What to Say When a Client Asks, ‘How Am I Doing?’Are you prepared to have a year-end conversation with your clients?
November 13, 2014
Why would any plan sponsor still hire a 3(21) advisor?Why would any 401(k) plan sponsor still hire a 3(21) advisor when a 3(38) advisor (notice the spelling) adds immeasurable value?
November 10, 2014
The best investment you can makeYou make many investments in your business. But theres one whose ROI just cant be beat: the one you make in yourself.