Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
U.S. Economy Grew 3% in Third Quarter, Stronger Than Expected
By Shobhana ChandraStrength in consumer spending and business investment offset the fallout from hurricanes in Texas and Florida.
October 26, 2017
Morningstar Launches Best-Interest Tool to Help Advisors Explain RolloversThe Best Interest Scorecard is intended to help advisors explain portfolio and service offerings.
October 19, 2017
Orion Advisor Services Launches Free Peer-to-Peer Model MarketplaceOrion partnered with Russell Investments, BlackRock and CLS Investments on its new "Orion Communities."
October 19, 2017
Trump Signs Elder Fraud Bill Into LawThe new law cracks down on telemarketing and email fraud and boosts penalties for health care fraud.
October 18, 2017
Number of Younger Millionaires Who Use an Advisor Is Declining: FidelityFidelity's millionaire outlook study finds that the ranks of Gen X and millennial millionaires are growing fast.
October 18, 2017
LPL Grabs Longtime Wells Fargo Exec to Be Chief StrategistJohn Lynch was with Wells Fargo since 1996 and is now based in Charlotte, N.C.
September 22, 2017
Fi360 Updates Fiduciary Focus ToolkitFi360 recently announced that it is updating its Fiduciary Focus Toolkit with new reporting capabilities for financial advisors.
September 05, 2017
Russell Taps Michelle Seitz as CEOSeitz, the former head of William Blair Investment Management, has been in the business for three decades.