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
Advisors Who Don't Discuss Cash With Clients Are Missing Out: MaxMyInterest CEO
By Jeff BermanThe firm expects to add more banks to the cash management platform soon, CEO Gary Zimmerman tells ThinkAdvisor.
July 08, 2020
Shilling Forecasts a 30%-40% Drop in U.S. StocksSeveral catalysts could reverse the recent gains in stocks, he says.
July 06, 2020
T. Rowe Price Gets SEC's OK on Nontransparent ETFsThey will be the first ETFs of any kind for the giant asset manager.
July 06, 2020
3 Ways to Keep Retirement Plans on Track During the PandemicDon't be afraid to contact clients with good news and bad, Cathy Clauson of AssetMark tells ThinkAdvisor.
July 06, 2020
Putting Past Performance of Active Mutual Funds in PerspectiveS&P Dow Jones Indices' persistence scorecard shows few mutual funds can sustain top performance.
July 06, 2020
Lazard Adds U.S. Sustainable Equity Portfolio: Portfolio ProductsAlso, Franklin Templeton model portfolios join the Envestnet platform.
July 02, 2020
JPMorgan's Kelly: Welcome to the 'Back Roads of the Economy'Recovery is starting quickly as states reopen, but the journey gets bumpier from here, Kelly and fellow strategist David Lebovitz warn.
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.