Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
ERISA experts weigh in on Tibble victory
By Nick ThorntonThe decision laid to rest the question of whether or not sponsors are liable for imprudent investments implemented in a plan more than six years before a claim is brought.
May 19, 2015
Supreme Court: Employers Must Review 401(k) InvestmentsThe court has ruled in favor of participants in Edison Internationals 401(k) plan who claimed company fiduciaries violated their duty to monitor three retail-class funds.
May 13, 2015
Many Investors Expecting Double-Digit Returns Prefer Lower-Risk InvestmentsIndividual savers are feeling increasingly confident and want to invest more, but many have an unrealistic view on how their assets will perform, a Schroders survey found.
May 08, 2015
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35When Harold Evensky started in the financial planning business he was doing yellow pad planning, literally using a yellow pad of paper and a pen to map out clients financial plans, he told Investment Advisor in April.
May 07, 2015
The Longest Cycle on RecordInvestors, mistaking this environment for a normal cycle, are too preoccupied with looming rate hikes when the real story is sluggish global growth.
May 07, 2015
Biggest Impact Investors Plan 16% Boost in 2015More than a quarter of respondents said their investments had greater impact than they had expected, according to a survey.
May 05, 2015
Tom Bradley: Advisor Evangelist—The 2015 IA 35 for 35Ask Bradley to look back at pivotal moments that shaped the advisory business and he recalls May Day 1975, the day the SEC deregulated commissions.
May 04, 2015
What Is Good Advice?One of the best pieces of advice I ever received came while I was working as a taxi driver during college in New York City.