Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
NAVA: Demographics Might Affect Annuity Demand
By Staff WriterAnnuity sellers looking for untapped markets should consider trying to explain their products to Hispanic Americans.Researchers at NAVA, the Association for Insured Retirement Solutions, Reston, ...
July 11, 2007
Morningstar Names Kapoor Head of Investment ServicesMorningstar, Inc. announced July 10 that it has named Kunal Kapoor as president of Morningstar Investment Services, replacing Art Lutschaunig, who had led the investment...
July 01, 2007
The B/D Exemption Rule Is Gone, What's Next?Now that the Broker/Dealer Exemption Rule 202(a)(11)-1 which exempted brokers from regulation as an investment advisor even when they were being paid fees for investment...
July 01, 2007
Serving Corporate 401k AccountsResearch: Why have individual advisors (and the industry as a whole) been relatively slow to adapt to the post-2006 Pension Protection Act world?Davis: The PPA...
July 01, 2007
About the ManagerR.H. Dillon is CIO of Columbus, Ohio-based Diamond Hill Investments, and CEO and president of its publicly traded parent, Diamond Hill Investment Group Inc. (DHIL)....
July 01, 2007
Quality Flight Gains HeightDividends are back in vogue in a big way. Wall Street observers point to several factors contributing to this 180-degree shift -- Baby Boomers facing...
July 01, 2007
Birth of a ProfessionThe independent adviser profession--or "investment counseling," as it was originally called--owes its existence to a convergence of events and influences in the first quarter of...