Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
October 06, 2010
Tiger 21’s Wealth Management Discipline Now Informs Members’ PhilanthropyTiger 21 started as a forum for high-net-worth investors to network with peers around asset preservation and wealth management issues and have now broadened their focus to include discussions of family matters and inheritance issues.
October 01, 2010
An Advanced (and Unique) Investment and Tax SolutionA new and unique opportunity exists for advisors and clients to achieve significant investment and tax advantages. Cutting edge advisors who offer comprehensive solutions to...
October 01, 2010
Exits Over OutflowsLast month, I spoke on a venture capital panel at a well-attended alternative investment conference in Chicago. As the former head of alternative strategies for...
October 01, 2010
The Empire Steps UpReaders of this column know I haven't been a big fan of the CFP Board and its leadership of the Financial Planning Coalition during Washington's...
October 01, 2010
Custody: Why You May Actually Have ItSweeping amendments to the Securities and Exchange Commission's custody rule 206(4)-2 became effective March 12, 2010, and will substantively impact significantly more advisors than imagined...
September 30, 2010
Ladenburg Thalmann Debuts Alternative Strategies FundLadenburg Thalmann Financial Services announced Wednesday that Ladenburg Thalmann Asset Management Inc., a subsidiary, had launched an Alternative Strategies Fund.
September 23, 2010
Bill to Allow Federal Employees Access to Socially Responsible Investment OptionsRep. Jim Langevin, D-R.I., introduced the Federal Employees Responsible Investment Act on Wednesday, which would add a socially responsible investment option to the Thrift Savings Plan (TSP).