Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Number of Younger Millionaires Who Use an Advisor Is Declining: Fidelity
By Emily ZulzFidelity's millionaire outlook study finds that the ranks of Gen X and millennial millionaires are growing fast.
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.
August 29, 2017
XY Planning Network Launches Digital Platform for Its AdvisorsXYPN partners with TD Ameritrade and RobustWealth to power its new investing platform.
August 28, 2017
Advisor Websites and the BICE RequirementsIn addition to the many disclosures fiduciaries must make when they execute a best-interest contract, they must also make disclosures about their website.
August 24, 2017
Raymond James Recruits $150 Million Father-Son Team From MerrillJohn R. Edgecomb Sr. and his son John Robb Edgecomb Jr. recently joined the Austin-Barton Hills office of Raymond James & Associates.
August 24, 2017
Investment Salespeople Are UnderratedFinancial sales professionals are crucial to the economy, but the DOL fiduciary rule ignores their existence, Lou Harvey of Dalbar writes.
August 22, 2017
Most MEPs Are in Healthy ‘Green Zone’: SurveyInvestment returns have been driving healthy funded ratios since the financial crisis, Segal Consulting reports.
August 16, 2017
Jemstep, Key Investment Services Partnering on Robo PlatformJemstep is partnering with Key Investment Services, a subsidiary of KeyBank, on a digital advice platform.