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
M1 Finance Adds Feature to Link Client Accounts
By Bernice NapachSmart Transfers allows for pre-set movement between checking, investing and borrowing programs.
November 29, 2020
5 Investment Ideas to Keep, 5 to Trash: Gary N. SmithThe author describes the research that proves several theories about stocks and that debunks a few other notions, including one tied to Trump's tweets.
November 28, 2020
What's Firing Up Wall Street's $300B Custom-Index Boom?The real selling point for direct indexing could be the ability to remove companies from a portfolio's exposure rather than add them.
November 25, 2020
How to Convince Clients That Downturns Are OpportunitiesWhen markets turn volatile, it's "natural" for investors to get nervous, but research shows advisors can help them adjust in beneficial ways.
November 24, 2020
Ellevest Gets $7.5M Investment From Allianz LifeFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 24, 2020
Virtus Introduces Core Equity ETF: Portfolio ProductsAlso, Leatherback Asset Management launches its first ETF.
November 23, 2020
What's Ahead for Trump, the Market and More: ValliereThe Washington insider's sources say there's "a decent chance" Biden and McConnell could reach a deal on a modest stimulus bill next month.
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.