Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
10 Best & Worst Robo-Advisors: Q1 2025
By Michael S. FischerEven the worst performers beat the S&P 500, which fell 4.3% as volatility roared back.
May 09, 2025
Vanguard, Blackstone, Wellington to Launch Private Markets FundThe firms have laid out plans for an interval fund.
May 08, 2025
9 Ways to Get Noticed by Your ManagerIn a competitive field, some positive attention can get you a long way.
May 07, 2025
Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?A U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.
May 06, 2025
Morningstar Will Now Call Out Lackluster Private InvestmentsIts rankings will target funds that tend to charge steeper fees in exchange for potentially higher returns.
May 05, 2025
Buffett Hands Successor a Giant Cash Pile and Many QuestionsGreg Abel is a dealmaker and a business leader but has no stock-picking track record.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.