Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
April 01, 2008
Mirror, MirrorWhen Lewis Schiff presented the preliminary findings from his research at the Investment Advisor/Moss Adams Advisor Summit in November 2007, there was an immediate reaction...
April 01, 2008
Rocket Science and Investment Management: Closer Than It SeemsAlthough it may seem surprising to many, Walter Gerasimowicz says that his careers as scientist and an investment advisor are not as dissimilar as they...
April 01, 2008
McNabb to Replace Brennan as Vanguard CEO in '08-'09Vanguard Group's board of directors has elected F. William McNabb III as president and director of Vanguard effective March 1. McNabb, 50, is set to...
March 01, 2008
The Prospect Said What?To work with high-net-worth and ultra-high-net-worth clients, you need both a deep understanding of a family's complex emotional dynamics and a comprehensive spreadsheet of a...
March 01, 2008
Slow and Steady Wins the RaceA deep foundation of trust is invariably the cornerstone of any really good advisor/client relationship. Ian Yankwitt, founder of Tortoise Investment Management in White Plains,...
March 01, 2008
Figuring Out FiduciaryThis question has been dogging me for some time: What, exactly, does fiduciary advisor mean? Sure, advisors, as opposed to brokers, have a fiduciary duty...
March 01, 2008
Sweetening the PotIt turns out the retirement industry was indeed onto something when it started adding a guaranteed minimum withdrawal benefit (GMWB) rider to variable annuities a...
March 01, 2008
One Down, How Many to Go?Ken Fisher is a galvanizing force in the investment advisory world. The size and growth rate of his firm, Fisher Investments--which these days counts $45...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 19, 2008
MMI Names Award RecipientsThe Money Management Institute announced it will honor 4 industry leaders during its forthcoming annual convention.MMI, Washington, will present its 2008 Pioneer of Investment Consulting ...