Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
AXA Equitable adds to variable annuity lineup
By Maria WoodThe new VA offers more than 120 investment choices and several distribution options.
November 13, 2013
5 Reasons Clients Make Bad Investing DecisionsBehavioral finance plays a big role in any successful client relationship. Beware of these five forces that lead clients astray.
November 11, 2013
Dodd-Frank requirements could lower insurers' exposuresTitle VII could improve insurers' risk management processes and could better ratings.
November 08, 2013
SEC Issues 2 Guidance UpdatesAt issue: Whether a fund advisor can dodge the Investment Company Act by forgoing pay and whether closed-end funds can email certain data to shareholders.
November 07, 2013
YCharts Aims to Be ‘Bloomberg for Advisors’Shawn Carpenter learned a lot at Google and is using that expertise to help advisors help clients.
November 03, 2013
2 Best Practices for Managing Client Expectations"Wise questions" provide clues to subconsciously held biases and beliefs, says Curians Keith Johnson
November 01, 2013
PIMCO’s Gross Calls for Tax Hike on Rich, Laments 1% ‘Scrooges’Reading almost like an Occupy Wall Street manifesto, bond billionaire Bill Gross latest outlook says its time to end lower taxes on capital than labor.