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
In an Uneven Recovery, Advisors Should Mind These 3 Key Market Factors
By Stephanie LinkWhile there is much uncertainty in both the country and the world right now, the numbers seem encouraging.
August 21, 2020
Schwab's Free Planning Tool Means Advisors Must 'Think Like Sharks'Advisors need to "keep swimming or drown," Craig Iskowitz of Ezra Consulting said. "You have to offer the best service to survive."
August 20, 2020
Schwab Launches Free Financial Planning Tool"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.
August 20, 2020
Millennial, Gen Z Risk Tolerance Soared Since Pandemic Started: E-TradeThe company takes a look at trading trends of younger investors during the COVID-19 crisis.
August 19, 2020
What's a Pro Sports Coach to Do in a Pandemic? Talk to an Advisor, of CourseHarman Wealth Management's managing director told ThinkAdvisor about working with MLB and NFL coaches — and another client whose needs went beyond financial planning.
August 19, 2020
Advisors Less Comfortable With Model Portfolios Amid Pandemic: YChartsThird-party and in-house portfolio management both have pros and cons, the data provider says.
August 18, 2020
Fidelity's Assets Hit $3.3T on Trading SurgeThe firm says it has added 2,000 employees, including financial consultants, as investors jump into the markets.
August 17, 2020
VanEck Model Portfolios Join Envestnet Platform: Portfolio ProductsAlso, Schwab reorganizes a high-yield municipal fund.