Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Managing Problem Clients
By Raphael LapinAdvisors are a unique breed! In addition to their core competencies, they also often need to be economists, communicators, educators, therapists and magicians in order...
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.
October 25, 2010
Legg Mason Capital Management Names Sam Peters Co-Manager of Value TrustLegg Mason Capital Managementannounced Thursday that Sam Peters, who joined the firm in 2005, will become a co-portfolio manager of the Legg Mason Capital Management Value Trust.
October 14, 2010
Labor Department Unveils Fee RuleRetirement plans will have to tell participants about legal, accounting and recordkeeping fees, and they also will have to explain any amounts that can be taken out of participants' accounts.
October 14, 2010
DOL Releases Groundbreaking Final 401(k) Fee Disclosure RuleThe Department of Labor's Employee Benefits Security Administration (EBSA) released Thursday its long-anticipated and groundbreaking final rule on fee disclosures for 401(k) plans.