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
Putting Past Performance of Active Mutual Funds in Perspective
By Bernice NapachS&P Dow Jones Indices' persistence scorecard shows few mutual funds can sustain top performance.
July 02, 2020
Active Funds' Ability to Beat Passive in Downturns 'Is a Myth': Morningstar"People want to believe," says Ben Johnson, Morningstar's director of global ETF research.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.
June 30, 2020
BlackRock Adopts New Investing Framework Due to PandemicCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.
June 30, 2020
10 Worst States for RetirementBlacktower ranked the 50 states based on five key metrics for retirement, and these 10 missed the mark.
June 29, 2020
Why the Orion-Brinker Merger Is a Big DealThe deal makes Orion "substantially bigger overnight," said T3's Bruckenstein.
June 29, 2020
12 Lessons It Pays for Advisors to RememberThese rules have been around a long time, but they still apply.
June 29, 2020
Charley Ellis: Economy Will Recover in a 'Very Powerful Way'"Boring" index funds make the best investments, especially now, the bestselling author tells ThinkAdvisor, but there is one stock he's "very happy" with.