Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Wealthcare Taps Industry Veteran as President
By Janet LevauxThe fintech firm aims to grow its base of 70-plus affiliated advisors and $2 billion in assets.
September 10, 2018
Pro Poker Champ Tells Advisors How to 'Think in Bets'Poker player turned decision strategist Annie Duke talks to ThinkAdvisor about how to be a better stock picker and all-around risk manager.
September 10, 2018
Brinker Cap Drops HNW Account Minimum, Adds Execs From TD, Morgan StanleyThe RIA cuts the investment minimum of its Wealth Advisory services in half, to $1 million.
August 31, 2018
Investors Trust Their Gut on Inflation and Interest Rates: NuveenInvestors say they pay close attention to inflation, but most don't even know what the current rate is, a survey found.
August 30, 2018
Are Energy Companies Investment Fossils?The old "reserve" method of measuring company worth no longer viable, a report says.
July 17, 2018
House Passes Hensarling's 'JOBS Act 3.0'Rep. Maxine Waters says the bill doesn't "weaken Dodd-Frank's financial reforms, harm consumers, or provide giveaways to Wall Street."
July 16, 2018
How to Reduce Clients' Taxes While Providing a Social GoodThere's a section in the 2017 tax cut legislation that most advisors know little about — but should.