Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
FINRA Panel Rules in Favor of Farmer, Against Wells Fargo
By Janet LevauxThe client was awarded about $122,000 for loses tied to energy investments and an annuity.
January 29, 2018
Goals-Based Investing and 4 More Trends for Advisors to WatchAfter the rise of stock markets worldwide in 2017, where are we headed this year? Industry specialists provide insights, with both optimism and caution.
January 17, 2018
As Hate Groups Embrace Bitcoin, Advisors Warned to Check Out ClientsIt could damage a firms public image, and may run counter to internal ethics policies, according to several law professors.
January 16, 2018
BlackRock’s Fink: Companies Must Make ‘Positive Contributions to Society’The CEO of the world's biggest asset manager just made a huge ESG push.
January 08, 2018
Markets Will Wish Infrastructure Was the PriorityWhat if the country were investing in projects that could support future economic output?
December 28, 2017
How the 2008 ERISA Plan 'Economically Targeted Investments' Rules WorkedObama's DOL encouraged socially conscious investing at retirement plans. The Bush DOL team did not. Maybe the old rules could make a comeback.
December 22, 2017
James Investment Research Launches Its First Biblically Responsible ETF: Portfolio ProductsBNY Mellon launches a global multi-asset income fund, and WisdomTree debuts two new ETFs.
December 18, 2017
The Advisor-Client Relationship: Why Clients Really Think the Way They DoThree different investors with the same portfolios, information and risk often do not make the same choice.