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
Putting Cash to Work Outside the Savings Account
By Jane Wollman RusoffFlourish helps RIAs locate and invest hidden cash while competing with wirehouses and traditional banks, exec Abby Domine says.
September 22, 2026
10 Cheap Growth Stocks to Buy Now: MorningstarThese companies have become undervalued as AI-wary investors have pivoted, according to analysts.
September 15, 2026
New Merrill Services Help Clients Transition to Managed AccountsThe offerings enable clients to move cash and other assets in a gradual, tax-efficient way, according to the firm.
September 10, 2026
4 Ways Insurance Can Complement Traditional InvestmentsCash on hand is nice, as are stock-based assets, but today's investor shouldn't overlook the benefits that insurance offers.
September 04, 2026
RIAs Using AI Boosted Hiring, Productivity: StudyMost practices are using the technology for operations, not investment decisions, new Astraeus research finds.
September 03, 2026
Advisor Makes Case for Dividend Growth as an Income Strategy"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
August 26, 2026
What to Know About High-Risk Structured NotesStructured products can help limit losses, but they can come with steep fees and other downsides.
August 21, 2026
Top 10 Dividend ETFs for Passive Income: Morningstar, 2026These funds practice very different strategies and can behave very differently from one another, Susan Dziubinski points out.