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
REITs Outperform Unlisted Real Estate Investments Over 21 Years: Study
By Michael S. FischerPension fund allocations to REITs remained flat, despite strong performance, according to a Nareit-sponsored study.
October 19, 2020
ProShares Launches ETF Focused on Transformational Changes: Portfolio ProductsMany of these changes have been accelerated by the COVID-19 pandemic.
October 16, 2020
How Much to Save for Retirement Is Workers' Top Financial Concern: SurveyThree in five Americans are falling behind on their savings goals, a TIAA poll finds.
October 14, 2020
Black, Latino Investors More Bearish Than Whites: FINRABut their interest in investing has increased since the start of the pandemic, FINRA says.
October 14, 2020
World Poker Champ: Why Gut Feelings, Pro-Con Lists Are Lousy Decision-Making ToolsAnnie Duke, now a bestselling author, tells ThinkAdvisor how advisors can make better decisions using the "power of negative thinking."
October 12, 2020
On TikTok, a Psychologist Teaches Gen Z How to Build WealthDr. Brad Klontz tells ThinkAdvisor about his popular outreach efforts and how he got people to save 73% more after a 90-minute intervention.
October 12, 2020
Allianz Life Expands Risk Management Services for RIAs: Portfolio ProductsAlso, SS&C ALPS Advisors widens its business into semi-transparent ETFs.
October 12, 2020
4 Steps for Advisors to Evaluate Dynamic IndexesAs the universe of these indexes expands, many advisors rely on back-tested performance data. But there's a better way.