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
Mariner Wealth Offers Bitcoin SMA to Clients
By Jeff BermanThe move comes less than three months after Fidelity said it would launch a Bitcoin fund.
November 16, 2020
Takeover Battle Emerges for Cathie Wood's Ark in Stellar YearHer flagship fund ARKK has attracted almost $5.8 billion this year and is currently up more than 98% in the span.
November 16, 2020
Fidelity Rolls Out Comprehensive Wealth Platform for AdvisorsThe Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
November 16, 2020
Orion Adds More BlackRock Strategies: Portfolio ProductsAlso, State Street introduces a new fixed income SPDR ESG ETF.
November 13, 2020
Merrill Adds Vanguard, Goldman to Model Portfolio LineupOther asset managers joining the program, which has a $50,000 minimum, are DWS, Neuberger Berman and Columbia Threadneedle.
November 13, 2020
Competition Among Alternative Asset Classes Stiffens, EY ReportsAlternative fund managers adapt well to the new COVID-19 reality.
November 12, 2020
State Street Amps Up Its Media Intelligence Tools: Tech RoundupAlso, Copytalk introduced a new Reg BI solution.
November 10, 2020
Quiz: Do You Know These Investment Tax Facts?Test your knowledge on the tax treatment of stocks and bonds.