Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
September 30, 2009
Unum Completes Note SaleInvestors have paid $350 million for 7-year senior notes from Unum Group Corp.
September 30, 2009
Gain new clients in a volatile market (Part 1)You pride yourself on the fact that most of your clients had not lost a penny before March of 2009 and likely will have positive returns in 2009.
September 30, 2009
Oh, Behave!Traditional finance has been confounded when markets display tendencies that are clearly irrational. Behavioral finance argues that individuals are not rational actors and views investors as human beings subject to a full range of emotions.
September 28, 2009
Managing the Risk and Responsibilities of SRIAlthough obviously all forms of investing are affected by the stock market's recent decline, an important longer-term trend involves socially-responsible investing (SRI).
September 18, 2009
Giuliani Joins Forces with RIA FirmFormer New York City Mayor Rudy Giuliani's firm has joined forces with New York registered investment advisor Nine Thirty Capital to combat investment fraud.
September 15, 2009
Genworth Floats StockGenworth Financial Inc. is offering shares with a value of about $500 million to the public.
September 08, 2009
AIG Announces DealAmerican International Group Inc. has agreed to sell part of its investment advisory and asset management business to Bridge Partners L.P., an Asian investment firm.
September 01, 2009
The CEFEX FactorAdvisors and investors who want an extra degree of certainty about the trustworthiness of a fund management firm can check to see if that firm...
September 01, 2009
Venture Populist: Variable LiquidityIn last month's column, I posited that private investments in venture and early-stage companies are ideally characterized by their potential for positive asymmetrical outcomes (PAO),...
September 01, 2009
The Green Advisor: The Wave Is RisingEnvironmentally-conscious investing is still a minuscule part of the overall financial services universe, but it's a segment that edges closer and closer to the mainstream...