Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
August 01, 2010
The Affluentialist: The Case of the Wealthy Celebrities and the Missing FundsBack in April, actress Uma Thurman played the heroine in a thriller where a devious financial advisor misappropriated $60 million from clients. In this case,...
August 01, 2010
Dividend Achievers: Seeking Total Return with Dividend StocksYou'd be hard-pressed nowadays to find anyone with a muted view of dividend stocks after the past decade's performance.Consider the returns produced by the Mergent...
July 23, 2010
Five Questions for a Top Recruiting ExecutiveHow many wirehouse advisors would Barclays Wealth like to attract as part of its overall goal of growing from about 250 investment representatives (or...
July 21, 2010
Call for Papers: Applying the Fiduciary Standard in a Brokerage SettingThe Boston University Review of Banking & Financial Law and The Committee for the Fiduciary Standard announced a "call for papers" to address applying the fiduciary standard to brokers who provide advice to individual investors.
July 19, 2010
How 'Customer-Driven' are Wall Street Firms?J.D. Power reports overall satisfaction is up for customers of full-service firms, but more investors think their 'firm is driven by profits, rather than focused on customers.'
July 19, 2010
J.D. Power Survey: Client Satisfaction With Brokerage Firms ImprovesStudy says overall satisfaction is up for customers of full-service firms, but more investors think their 'firm is driven by profits, rather than focused on customers.'
July 19, 2010
U.S. Trust Hires Trading Head and Leader of Northeast DivisionU.S. Trust has appointed Rowland (Chip) Bankes as head of trading and Stephen Doty as investment executive of its northeast division, based in New York.