Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
10 common success traits of high net worth investors
By The LifeHealthPro EditorsMost high net worth investors make their biggest investment gains through long-term buy-and-hold strategies.
May 20, 2016
Yes, 401(k)s are badly broken. Let's fix them nowThe father of 401(k)s laments that they have become too complicated, expensive and rife with opportunities for mistakes.
May 19, 2016
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy SpeerAfter FINRA ruled that Speers widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firms most prominent financial advisor.
May 16, 2016
Top Portfolio Products: Star Manager Starts His Own Investment FirmGoing global is the direction of choice for several new mutual funds, including two from a new investment company founded by a top-performing portfolio manager.
May 11, 2016
Jason Carroll: Succession Planning Pioneer — The 2016 IA 25Whether it be strategic acquisition or a retiring advisor," Live Oak's managing director and senior officer for investment advisory lending says, "we do it.
May 05, 2016
Court Ruling Makes It Easier to Convict Advisors of FraudMaking a criminal case for investment advisor fraud does not require proof of intent to harm clients under the '40 Act, an Appeals Court rules.
May 05, 2016
Don't Let BICE Hubbub Drown Out Burden of DOL Best Interest StandardWhile the burdens of BICE are substantial, many people are overlooking the equally significant impact of the best interest standard, ERISA lawyer Fred Reish writes.
April 08, 2016
5 Steps to Writing Better Investment Commentary With Less PainCreating a standardized process for your investment commentary can help you get a better reaction from clients while making the writing process easier.