Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Court Rules On Criteria For "Participant-Directed" Plans
By Scott A. WebsterA federal court of appeals in Chicago ruled recently in Jenkins v. Yager that a retirement plan may qualify as a "participant-directed" plan that involves ...
October 01, 2006
Light Shiner"My major crusade at the moment is absolute returns," barks Gene Balliett over the phone in describing his current passion. He's been down other roads...
October 01, 2006
Strategies and StrategistsIn his IA Leader's Interview in the October 2006 issue of Investment Advisor, Gene Balliett of Balliett Financial Services in Winter Park, Florida, discusses how...
October 01, 2006
News & ProductsOffering a much-needed solution to traditional variable annuities that levy high fees, Ameritas Direct has launched a no-load variable annuity that boasts no commission, sales...
September 06, 2006
Advisors Reach Out to Clients in Times of High AnxietyIn times of high anxiety, such as war or the recent terror scare, advisors keep in touch with their clients by personally reaching out to them, according to the results of the most recent IA Poll. In a special mid-August IA Poll we asked readers: "When clients feel anxious due...
September 01, 2006
The Fiduciary Audit FileOne of my favorite stories concerns a horse that was found wandering in the countryside. No one knew where it had come from, since the...
September 01, 2006
IPS EssentialsEvery Investment Policy Statement (IPS) should accomplish the following: o Evaluate the specific needs of the plan and its participants o Describe the investment objectives and goals...
September 01, 2006
St. Denis Villere Co.601 Poydras Street, Suite 1808 New Orleans, Louisiana 70130 Phone: 504-525-0808 [email protected] www.villere.com Year firm began: 1911 Number of advisors in firm: 4 Number of clients: 600 Compensation method: Fee-only AUM: $1.5 billion Fee for...