Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Clients Are Financially Savvy, and Other Myths
By Bob ClarkReminders on why charging fees based on assets under management is by far the most client-centered form of advisor compensation.
July 08, 2015
Barclays CEO Change Seen Prompting Deeper Investment Bank ReviewChairman John McFarlane, taking over as interim CEO, has pledged to reallocate capital and prioritize investment in the bank's most profitable units.
July 01, 2015
Fraud, securities law violation accusations levied against high-profile Baltimore advisorA wide range of violations are being levied against a high-profile advisor in the Baltimore area in a case fraught with ethics issues.
June 29, 2015
Volatility: Why It Matters and What You Should Do About ItSummer is upon us and many investors will be turning their attention away from the markets for a few weeks to enjoy some time off.
June 29, 2015
J.D. Power Ranks Self-Directed FirmsSelf-directed investors want to do more than “go it alone” when it comes to achieving their financial goals, the J.D. Power 2015 U.S. Self-Directed…
June 29, 2015
Fairfax Financial slides on investments in Greek bank, retailerThe Canadian insurer with investments in a Greek bank and retailer, posted its biggest decline in almost a month after the European country shut its banks.
June 29, 2015
Fairfax Financial slides on investments in Greek bank, retailerThe Canadian insurer with investments in a Greek bank and retailer, posted its biggest decline in almost a month after the European country shut its banks.
June 25, 2015
World Cup Bribery Scandal: 6 Things Investors Need to KnowWhile the jury is still out on the final outcome, investors in host countries and related sectors should know about the investigation and possible consequences.