Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Fisher's 'Hardball Culture' Extends to UK: Report
By Janet LevauxThe firm has some 6,000 British clients; ex-staffers say the work climate there is "bullying, intimidating, [and] controlling," according to The Telegraph.
November 25, 2019
Vanguard Changes Key Leaders in Investment Management: Portfolio ProductsAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.
November 21, 2019
Ex-Broker Sentenced to 3-6 Years in Prison for Bogus Forex Trading SchemeThe broker, who had been unlicensed for years, pleaded guilty to stealing more than $489,000 from investors.
November 15, 2019
3 Ideas to Get the Most out of Client ReviewsThe regular account review meeting doesn't have to be something a client just endures. Target it to what they want to discuss — and they'll respond.
November 11, 2019
SS&C Names Leader for ALPS AdvisorsThe new president joins the asset manager from OppenheimerFunds, where he led the Value and Income Team.
November 11, 2019
Fisher Investments Has Hefty Side Bet: ReportThe firm led by Ken Fisher is the biggest shareholder of five of the six largest ETNs, according to Bloomberg.
November 04, 2019
Fisher's Sales Tactics Prompt Customer ComplaintsThe firm's aggressive marketing efforts go "way beyond harassment," one prospect told the FTC.
November 01, 2019
Arthur Laffer's RIA Is AcquiredArthur Laffer, inventor of the Laffer Curve, recently received the Presidential Medal of Freedom.