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
Debate: Should 401(k)s Allow Private Equity Investments?
By Robert Bloink and William H. ByrnesA potential executive order would direct Labor and the SEC to identify ways to integrate nontraditional options.
June 25, 2025
FINRA Seeks to Align BD, Advisor Portfolio Performance ProjectionsFINRA's board approved changes to its Communications With the Public rule to better align with the SEC's Marketing Rule.
June 18, 2025
Investors Seek Active Strategies, Professional Advice: NatixisFacing global conflict, inflation and policy uncertainty, investors are looking for support, research found.
June 17, 2025
BDs Demand a Revamp of These FINRA RulesFINRA is conducting a broad review, and firms aren't mincing words on the changes they'd like to see.
June 11, 2025
BlackRock, Goldman Scale Up Tax-Loss Harvesting in $3T SMA BoomFirms are layering on increasingly complex techniques to compete.
June 09, 2025
Most Advisors See Stocks Up 10% by Year-End: SurveyInflation worries are fading among both advisors and clients, InspereX reported.
May 28, 2025
'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New OfferingA platform enabling leverage in retirement accounts has left many advisors skeptical, while others see a potential role.
May 27, 2025
'Disrupters Get Disrupted': Smart Beta Pioneer Has a Warning for AI Investors"AI is the real deal, but that doesn’t mean it’s not a bubble," Rob Arnott of Research Affiliates says.