Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Kehrer-LIMRA: Banks Report Mixed Investment Revenue Figures
By Trevor ThomasU.S. banks saw solid increases in variable annuity and mutual fund revenue for the first half of the year but a drop in fixed annuity revenue.
September 03, 2010
Former SEC Commissioner Roel Campos Joins Gratio CapitalFormer SEC commissioner Roel Campos has joined the advisory board of San Francisco-based Gratio Capital, the firm announced Thursday, September 2.
September 02, 2010
CFA Institute Board Names Margaret Franklin as New ChairChartered financial analyst Margaret E. Franklin has been elected chair of the board of governors of CFA Institute. Franklin is president and CEO of Kinsale Private Wealth in Toronto.
September 01, 2010
More transparency in store for RIA repsThe North American Securities Administrators Association has enhanced its Investment Adviser Public Disclosure
September 01, 2010
Venture Populist: Angels, Take Control of Your VC Financing With Puts and RBFsAngel investors and their advisors must become more creative with their financing structures if they hope to avoid the same fate which Forbes magazine recently...
August 31, 2010
More transparency in store for RIA repsThe North American Securities Administrators Association has enhanced its Investment Adviser Public Disclosure
August 27, 2010
Nasdaq OMX and DWS Investments Roll Out Volatility Target IndexThe Nasdaq OMX Group Inc. and DWS Investments, the U.S. retail unit of Deutsche Bank's global asset management division, have launched a new benchmark designed to provide exposure to the Nasdaq-100 Index in a risk-controlled manner.
August 24, 2010
MWA: Small Bank Annuity Sales DropCommissions from annuities sold in community banks fell to about $28 million in the first quarter, down 14% from the total recorded in the first quarter of 2009.