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
'Disrupters Get Disrupted': Smart Beta Pioneer Has a Warning for AI Investors
By Jane Wollman Rusoff"AI is the real deal, but that doesn’t mean it’s not a bubble," Rob Arnott of Research Affiliates says.
May 21, 2025
Man Who Fled FBI on Sea Scooter Pleads Guilty in $35M Ponzi SchemeMatthew Piercey ran a fake fund and used investor money for his own purposes, authorities said.
May 19, 2025
10 Best & Worst Robo-Advisors: Q1 2025Even the worst performers beat the S&P 500, which fell 4.3% as volatility roared back.
May 16, 2025
Why Advisors Must Be Private Market GatekeepersCapital is increasingly concentrated outside of public markets, fueling retail investors’ demand for opportunities in alternative assets.
May 16, 2025
Adam Dell's Flat-Fee Planning Service Adds SubscriptionsThe serial entrepreneur tells ThinkAdvisor what mass affluent clients want and the hardest part of growing a business.
May 09, 2025
Vanguard, Blackstone, Wellington to Launch Private Markets FundThe firms have laid out plans for an interval fund.
May 08, 2025
9 Ways to Get Noticed by Your ManagerIn a competitive field, some positive attention can get you a long way.
May 07, 2025
Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?A U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.