Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Turning to outside fiduciaries for relief
By Steven SullivanQualified plan sponsors bore the burden on their own for years. Now, that's changing fast.
July 03, 2013
New Hire Roundup: Steve Dunlap to Head Wealth Management at CeteraAlso this week in new hires, Jeff Pawliger was named Janus' regional director for southern Florida, and PFM Group announced that Susan Musselman, Fred Eoff and Johanna Roodzant have joined with the acquisition of SDM Advisors.
July 01, 2013
Study Highlights Professional ManagementThe total number of participants invested in a professionally managed allocation has more than doubled from 17% at the end of 2007, according to Vanguard’s…
July 01, 2013
How to Build Client Trust That LastsThere are no shortcuts to constructing solid relationships.
June 26, 2013
The disciplined investorSophisticated investors know that it requires more discipline to avoid mistakes in the heat of stress than it does to make good decisions in the comfort of time.
June 25, 2013
Gold was a horrible investment from 1500 to 1965Gold is pretty, but only under certain conditions is it a pretty good investment.
June 25, 2013
When RIA Zombies Attack, Money Manager Has Survival GuideAre you an RIA or a ZIAzombie investment advisor? That is the question, or challenge at least, put forward by one third-party money manager trying to get your attention and maybe even partner with you in managing client assets.
June 25, 2013
Plan sponsors forecast change to DC investment menusThe report discloses that 51 percent of defined contribution plan sponsors intend to revise the investment options they offer to plan participants.