Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Rocket Science and Investment Management: Closer Than It Seems
By Staff WriterAlthough it may seem surprising to many, Walter Gerasimowicz says that his careers as scientist and an investment advisor are not as dissimilar as they...
March 01, 2008
Slow and Steady Wins the RaceA deep foundation of trust is invariably the cornerstone of any really good advisor/client relationship. Ian Yankwitt, founder of Tortoise Investment Management in White Plains,...
March 01, 2008
Figuring Out FiduciaryThis question has been dogging me for some time: What, exactly, does fiduciary advisor mean? Sure, advisors, as opposed to brokers, have a fiduciary duty...
March 01, 2008
Sweetening the PotIt turns out the retirement industry was indeed onto something when it started adding a guaranteed minimum withdrawal benefit (GMWB) rider to variable annuities a...
March 01, 2008
One Down, How Many to Go?Ken Fisher is a galvanizing force in the investment advisory world. The size and growth rate of his firm, Fisher Investments--which these days counts $45...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 19, 2008
MMI Names Award RecipientsThe Money Management Institute announced it will honor 4 industry leaders during its forthcoming annual convention.MMI, Washington, will present its 2008 Pioneer of Investment Consulting ...
February 06, 2008
About That Software Article . . .In this blog, I'd like to follow up on an article I wrote for Investment Advisor magazine's January issue. In it, I discussed four different...