Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Why clients fire their financial advisors
By Michael S. FischerFifty-eight percent of high-net-worth advisors have switched financial advisors within their lifetime.
September 04, 2015
The Oil-Sands Glut Is About to Get a Lot BiggerProjects in Canada that can't be shutdown are facing longer horizons for their breakeven points
September 01, 2015
Daley to Head Strategic Growth at Raymond James Advisor DivisionDaley joins Raymond James Investment Advisors Division from Fidelity; Hedtke succeeds Carsten Quitter, who will join Allianz in Italy as chief investment officer.
August 27, 2015
From the Reps’ Mouths: The 2015 Broker-Dealers of the YearIn addition to rating their BDs, we asked reps an optional question: If you were to affiliate with another broker-dealer, which one would it be, and why?
August 25, 2015
3 Things Advisors Can Do to Help Clients Avoid PanicWhen the market has a bad day, managing clients' emotions is half the battle. Make a plan to prevent panic in the first place.
August 21, 2015
How to Profit From a Strong and Rising DollarA stronger dollar may not be good news for U.S. exporters but could make money for investors playing the currency trade.
August 14, 2015
Morningstar: Steve Wruble of RiskX on Timelines and RiskInvestment firm looks no more than 90 days out as it considers tactics and strategy.
August 12, 2015
Financial Planning: Great Tool, Bad ProductAUM or flat fees? In the end, a client's financial security is attained by growing investment portfolios, not by the plan itself.