Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
November 01, 2010
Managing Problem ClientsAdvisors are a unique breed! In addition to their core competencies, they also often need to be economists, communicators, educators, therapists and magicians in order...
November 01, 2010
Vetting AdvisorsSaul Nirenberg Founder, Saul Nirenberg & Co. (www.portfoliostrategy.com); New York Advice on 401(k) Business: "First, put together the best investment options.... Second, make sure [your] fees are...
October 29, 2010
GDP in Q3 Showed 2% Growth as Economy Found ‘More Traction’The nation's gross domestic product (GDP) rose by 2% in the third quarter, compared to second-quarter growth of 1.7%, the U.S. government reported Friday.
October 28, 2010
Finding and Serving African-American ClientsI have heard advisors say it so many times that I take it as true: Advisors in general want the dream client, one with seven figures of investable assets and a healthy income. Historically, that wouldn't describe average members of the African-American community.
October 28, 2010
Barclays Introduces Financial Personality Assessment for HNW ClientsThe firm's wealth management arm employs a team of behavior finance experts in effort to tie portfolio to personality.
October 26, 2010
Warren Buffet Taps Successor From Castle Point Hedge FundTodd Combs is in line to become the new Warren Buffett, now that the 39-year-old Castle Point hedge fund manager was selected by Buffett to succeed him.
October 25, 2010
Venture Investment Falls, but Number of Deals IncreaseWhile the total number of dollars involved has dropped by 5%, there's been a 2% increase in the number of deals by venture investors in U.S. companies in Q3 2010.