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
Fidelity Rolls Out Comprehensive Wealth Platform for Advisors
By Bernice NapachThe Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
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.
November 10, 2020
JPMorgan: The 60/40 Portfolio Is Done; Here's Where to Seek Returns Now"We need to recognize that a 60/40-only portfolio will really struggle in the current environment," strategist John Bilton says.
November 10, 2020
Why It's Time to Rethink the 60/40 BlendWith the careful inclusion of some alternative investments, slight changes to the portfolio mix can bump returns without added risk.
November 09, 2020
Goldman Sachs Merges 5 Thematic ETFsThe Goldman Sachs Innovate ETF (GINN) started trading on Monday, Nov. 9.
November 09, 2020
TrueMark Expands Structured Outcome ETF Offerings: Portfolio ProductsAlso, the UBS Global Wealth Management SMA platform adds Invesco fixed income strategies.