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
Ellevest Gets $7.5M Investment From Allianz Life
By Jeff BermanFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 23, 2020
BlackRock Upgrades U.S. Stocks, Stresses 'Barbell' ApproachThe asset manager cautions that the market faces "challenging months ahead" with the resurgence of COVID-19 cases.
November 23, 2020
The 60/40 Portfolio Is Muzzling Critics With Another Big YearThe strategy's resilience is a rebuttal to the many critics who have been calling for its demise for some time.
November 23, 2020
Pershing's Lockwood Rolls Out New UMA ProgramThe minimum account size for the UMA is $50,000, and its annual program fee starts at 30 basis points.
November 22, 2020
SPACs: What Advisors and IPO Investors Should KnowSPACs have gone mainstream in 2020 with companies like DraftKings, Nikola and Fisker choosing this route as a means of going public.
November 20, 2020
3 Big Factors Worry Advisors, Investors: NationwideA Nationwide survey finds pandemic, economy and election are driving volatility.
November 20, 2020
10 Favorite Investing Books: Advisors' AdviceAdvisors told us about the books that helped them build their investing knowledge and shape their strategies.
November 20, 2020
Quiz: Do You Know These Real Estate Tax Facts?Take our quiz to test your expertise in the taxation of real estate and REITs.