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
Pershing Taps Former Goldman Sachs Exec as COO
By Janet LevauxEmily Schlosser replaces Jim Crowley as compliance chief a year after the former CCO was tapped to lead the BNY Mellon business.
July 20, 2020
Franklin Templeton Expands Active ETF Lineup: Portfolio ProductsAlso, BlackRock expands relationship with Citi to enhance securities services.
July 17, 2020
Fed Is Setting the Stage for a Major Policy ChangeThe Fed will focus on reducing unemployment and actual, rather than expected, inflation.
July 16, 2020
Expect 'Choppy' Economy for Rest of 2020: ClearBridgeThere's "upside" potential for equities, but too many questions remain unanswered, investment strategist Jeffrey Schulze says.
July 16, 2020
MaxMyInterest Integrates With Morningstar: Tech RoundupAlso, E-Trade launched a developer platform that will allow corporate clients to streamline services.
July 16, 2020
Top 12 Most Valuable U.S. Cities for Real EstateLendingTree ranked the cities by total residential real estate value and compared them with GDP of other countries.
July 16, 2020
Robinhood Under Scrutiny by CongressSeveral lawmakers aren't satisfied with the platform's response to a customer's suicide.
July 15, 2020
Strategic Beta Losing Its Luster: MorningstarMore strategic beta ETPs closed than launched in the U.S. last year, and performance was lacking.