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
Buying ETFs on Margin: Leverage Mutual Funds Can't Match
By ThinkAdvisor StaffExecuted properly, this strategy can produce large profits. But clients must understand the risks.
October 20, 2026
PRO
Buffer Annuities: Downside Protection Isn't a FloorRILAs allow investors to capture market gains, but they can be riskier than other annuities.
October 15, 2026
7 Plot Twists in a 'Bonkers' ETF Market: Dave NadigThe ETF.com research director talks advisors through the blitz of new funds and strategies.
October 14, 2026
AI Reshapes Family Offices' Investment Strategies: SurveyTrends like the buildout of the technology and rise of private markets are reshaping portfolios, BNY Wealth reports.
October 13, 2026
PRO
Why Only 1 in 10 Retirees Draw Steady Portfolio IncomeNearly 40% don't touch their 401(k)s until RMDs kick in, new Vanguard research finds. Here's how advisors can help.
October 12, 2026
Ex-LPL Rep Lost Client Money in Outside Investment: FINRAThe regulator barred Buddy Dean Mason for failing to provide information on the allegations, which led to his firing.
October 09, 2026
North American Family Offices Feel Upbeat: ReportThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
September 30, 2026
Putting Cash to Work Outside the Savings AccountFlourish helps RIAs locate and invest hidden cash while competing with wirehouses and traditional banks, exec Abby Domine says.