Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Piper Jaffray, Sandler O'Neill Strike a Deal
By Janet LevauxMinneapolis-based Piper Jaffray is buying Sandler O'Neill and Partners of New York for $485 million in cash and stock.
June 18, 2019
US Renewable Energy Scored $57 Billion in Private Investment in 2018: ReportPrivate-sector investors are targeting renewable energy technologies, despite government and other hurdles, a trade group says. Also, Morgan Stanley launches new $10K minimum ESG portfolios.
May 20, 2019
How Advisors Can Stand Out to Wealthy ClientsClient satisfaction and loyalty are not enough to set an advisor apart in the competitive HNW market, a report finds.
May 06, 2019
Opportunity Zone Funds: It's ComplicatedNew proposed rules from the IRS clarify many questions investors had, but other questions remain.
April 22, 2019
Raymond James' Saut to Retire as Chief Investment StrategistThe popular conference speaker, who was often on TV talking about the markets, has been with the firm for 20 years.
April 22, 2019
Boomer Men Like Sustainable Investing, Too: MorningstarA new report dispels the myth that only women and young people favor sustainable, including ESG, investments.
April 19, 2019
Galvin Busts Pot Funding Deal, Charges AdvisorMillions of dollars were solicited from more than 100 investors in order to fund various medical marijuana ventures.
April 08, 2019
Pensions Should Shift From De-Risking to Growth: ReportIn today's market, "plans of all stripes need to focus on their growth portfolio," according to Cambridge Associates.