Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
There's a difference between ‘adviser’ and ‘advisor’
By Christopher CarosaDo you call yourself an adviser or an advisor? Chances are, if youre a Registered Investment Adviser, you call yourself an adviser.
May 22, 2015
ERISA experts weigh in on Tibble victoryThe decision laid to rest the question of whether or not sponsors are liable for imprudent investments implemented in a plan more than six years before a claim is brought.
May 21, 2015
Perfect Insider Traders Got CaughtIf there's one thing that insider traders like almost as much as playing golf, it's failing to recognize their own fathers' names in FINRA inquiries.
May 19, 2015
Clients Want Personalized Service, Not Just Returns: Hartford FundsAdvisors need to create context for wealth and what it means for clients' retirement lifestyle, a survey found.
May 19, 2015
Supreme Court: Employers Must Review 401(k) InvestmentsThe court has ruled in favor of participants in Edison Internationals 401(k) plan who claimed company fiduciaries violated their duty to monitor three retail-class funds.
May 13, 2015
Many Investors Expecting Double-Digit Returns Prefer Lower-Risk InvestmentsIndividual savers are feeling increasingly confident and want to invest more, but many have an unrealistic view on how their assets will perform, a Schroders survey found.
May 08, 2015
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35When Harold Evensky started in the financial planning business he was doing yellow pad planning, literally using a yellow pad of paper and a pen to map out clients financial plans, he told Investment Advisor in April.
May 07, 2015
The Longest Cycle on RecordInvestors, mistaking this environment for a normal cycle, are too preoccupied with looming rate hikes when the real story is sluggish global growth.