Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
3 Ideas to Get the Most out of Client Reviews
By David Templin SaylorThe 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 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.
October 30, 2019
Money Market Fund Demand Remains Strong: J.P. MorganThree-quarters of senior cash investors plan to maintain investments in stable MMFs, the latest Global Liquidity PeerView Survey finds.
October 28, 2019
Morgan Stanley: VCs Neglect Women and Minorities, and It's Hurting ReturnsA survey shows that venture capitalists — famously data driven — need to do more research.
October 21, 2019
Inside Fisher's Hardball CultureCurrent and former employees paint a sobering picture of the scene at Fisher Investments, one that started way before the recent blowup.
October 19, 2019
Redemptions From Fisher's Firm Top $1.3BThe latest move by an Iowa pension fund comes about a week after investment advisor Ken Fisher made lewd remarks at an industry event.
October 18, 2019
10 Types of Investment Risk, DefinedFrom asset class risk to depth of market risk, here are 10 basic types of investment risks you (and your clients) should know.