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 01, 2008
WOW ServiceFinancial advisors often assume that their clients will mainly judge them on the criterion of investment performance. But research shows that when affluent clients fire...
September 01, 2008
Disclosure TimeThe Department of Labor's (DOL) recently proposed rule on 401(k) plan fee disclosure is being hailed by industry officials as a step in the right...
August 31, 2008
Proposed Investment Advice Rules Will Benefit Agents, NAIFA SaysInsurance agents serving as investment advisors, as well as sponsors and beneficiaries of such self-directed retirement plans as 401(k)s and individual retirement accounts will benefit ...
August 31, 2008
Proposed Investment Advice Rules Will Benefit Agents, NAIFA SaysInsurance agents serving as investment advisors, as well as sponsors and beneficiaries of such self-directed retirement plans as 401(k)s and individual retirement accounts will benefit ...
August 11, 2008
Barclays Launches 529 Plan With a TwistBarclays Global Investors and Upromise Investments recently launched the iShares 529 Plan, the first 529 plan designed with portfolios that invest exclusively in iShares Exchange Traded Funds (ETFs).
August 01, 2008
Deutsche Bank Launches Value-Focused ETNsDeutsche Bank has announced it will issue ELEMENTS exchange-traded notes (ETNs) linked to Benjamin Graham Intelligent Value Indices. Benjamin Graham ELEMENTS ETNs are senior unsecured obligations...
August 01, 2008
Listening to clients from other cultures"Listening to clients and asking questions about their goals can help you uncover differences within our culture as well as across cultures," says John Comer...
August 01, 2008
BGI, Upromise Team Up on 529sBarclays Global Investors and Upromise Investments have introduced the iShares 529 Plan. It'll be the first 529 plan designed with portfolios that invest exclusively in iShares...
July 31, 2008
Phoenix Asset Manager Gets New NamePhoenix Investment Partners will become Virtus Investment Partners Inc. when it separates from Phoenix Companies Inc.Phoenix, Hartford, wants to give Phoenix Investment Partners to shareholders ...
July 11, 2008
Another Institutional Capital Fund from MainstayMainStay Investments, the retail distribution arm of New York Life Investment Management, introduced the MainStay Institutional Capital (ICAP) Global Fund to advisors at the annual...