Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Singles and Special-Needs Clients
By Elizabeth D. FestaMicki Pitch runs a two-generation practice in Cedar Knolls, New Jersey, with her eldest son, Joe. They specialize in serving the investment and retirement needs...
October 01, 2007
Principal ProtectorQuick, now, what's the fastest growing investment class in the United States? Precisely right: structured products. Go ahead, fall in love with them -- but don't...
September 30, 2007
Industry, Fearing 401(k) Default Rule, Touts GICsThe deadline is approaching for a final decision on a U.S. Department of Labor rule that could exclude annuities and guaranteed investment contracts as qualified ...
September 30, 2007
Industry, Fearing 401(k) Default Rule, Touts GICsThe deadline is approaching for a final decision on a U.S. Department of Labor rule that could exclude annuities and guaranteed investment contracts as qualified ...
September 25, 2007
Rating Agencies Sign Up For NRSRO StatusThe U.S. Securities and Exchange Commission has registered 7 nationally recognized statistical rating organizations.Congress imposed new registration requirements and other requirements, such as conflict-of-interest standards ...
September 21, 2007
Cambridge Makes Changes at the TopAt Cambridge Investment Research, Eric Schwartz will add chairman of the board to his CEO mantle and has promoted COO Amy Webber to president of the firm he founded 26 years ago, effective immediately.
August 27, 2007
MassMutual To Back Plan Fiduciaries With WarrantyMassachusetts Mutual Life Insurance Company says it will soon introduce a warranty for defined contribution plan fiduciaries.MassMutual, Springfield, Mass., will introduce the fiduciary warranty in ...
August 27, 2007
MassMutual To Back Plan Fiduciaries With WarrantyMassachusetts Mutual Life Insurance Company says it will soon introduce a warranty for defined contribution plan fiduciaries.MassMutual, Springfield, Mass., will introduce the fiduciary warranty in ...