Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
3 Reasons Why Advisors Must Address Political Anxiety With Clients
By Emily ZulzA Hartford Funds survey finds that most advisors agree client anxiety led to poor investment decisions last year.
June 16, 2017
W. P. Carey to Exit Nontraded REIT BusinessTrends suggest that regulatory issues (like DOL) played a part, along with some fallout from the RCAP-Schorsch debacle.
June 14, 2017
NY Attorney General Charges Advisor With Defrauding Elderly ClientsDean Mustaphalli "squandered and looted $10 million from hardworking individuals" by investing their money in a risky hedge fund, said Attorney General Schneiderman.
June 13, 2017
Investor Optimism Stalls: Wells Fargo/Gallup SurveyInvestors are more concerned about the political climate here and abroad than about rising rates.
June 09, 2017
What Do Investors and Managers Want? TransparencyRespondents in an Economist survey about their investment considerations put transparency ahead of regulations and fees.
June 06, 2017
SEC Bars, Fines Advisor for Multiple Fiduciary BreachesMost of the advisor's clients were individual investors, many older than 60, retired or nearing retirement.
June 05, 2017
The Active Equity Renaissance: New Frontiers of RiskOne modern portfolio theory pillar that is unquestionably broken is the use of volatility, specifically standard deviation, as a measure of risk.
May 31, 2017
Investment Risk: Another Key to Understanding Financial ServicesAs we all know, under the current suitability standard, many advisors arent required to consider the cost to investors when making investment recommendations.