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 12, 2007
Strategists or Tacticians?The investment advisor world can be divided into many subsets. There are wealth managers and investment advisors; big firms and smaller firms; older firms and newer firms; sole practitioners and multi-principal shops. But one of the biggest differentiators is in the area of investment management: specifically, active (or tactical) vs....
April 02, 2007
A Better Mousetrap?Charles Schwab launched three new index funds April 2 that are based on fundamental indexes rather than cap-weighted indexes such as the S&P 500. Fundamentally weighted indexes base inclusion in the index on a company's sales, cash flow, dividends, and book value, rather than on market cap, P/E, or valuation,...
April 01, 2007
Bringing ETFs to 401(k)sIn mid-February, National Planning Corporation (NPC) announced the launch of a 401(k) retirement plan program designed to give small and mid-sized companies the ability to...
April 01, 2007
Upgrades-April 2007...First introduced in January, Fidelity Investments' new referral service, Wealth Advisor Solutions, will match high-net-worth investors with select RIAs who are Fidelity custody clients. Matches...
April 01, 2007
Right-Sized and CustomizedBoston is a Mecca of the money management industry, serving as headquarters for a fair number of mutual funds, broker-dealers and fund managers. This being...
April 01, 2007
Review Your ReviewBy now, you probably have received the performance numbers for the first quarter and are in the midst of setting up your appointments for your...
April 01, 2007
Wealth Is The Name of the GameI always enjoy Bob Clark's articles and found "The Name Game" (Clark at Large, November 2006) interesting. I do have another take on the matter,...
April 01, 2007
Battleship MissouriIf actions indeed speak louder than words in the Show-Me State, then Sarah Steelman, Missouri State Treasurer, is showing 'em. It was the former financial...
March 22, 2007
More Investment Options in VAsJackson National Life Insurance Company recently added several enhancements to its existing family of variable annuities, in the form of new investment options sub-advised by...
March 09, 2007
Phoenix Renames Investment UnitThe Phoenix Companies Inc. has rebranded its fixed-income investment division.Previously, its bond investment advisor was run under the mantle of Phoenix Investment Counsel, the investment ...