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
After Investor's Suicide, Robinhood Updates Trading Platform
By Janet LevauxFounders of the popular trading platform say they are working on changes tied to how buying power is displayed.
June 18, 2020
Talking to Clients About Impact Investing Doesn't Have to Be AwkwardHere are some easy ways to get the conversation started.
June 18, 2020
Top 401(k) Plans Ranked by Investors: J.D. Power — 2020Retirement savers need guidance now more than ever, and they're not getting it, J.D. Power finds.
June 17, 2020
Schwab's Sonders: Second-Half Stock Market Outlook Is CloudySecond-quarter earnings and GDP reports could provide some clarity, she says.
June 16, 2020
Advisors Expect Returns More Like 2018 Than 2008: SurveyWhile U.S. financial professionals are optimistic, those abroad are another story, Natixis finds.
June 16, 2020
'Peak Pessimism' in Markets Is Over, but Hope Is Fragile: BofA SurveyGlobal fund managers' cash levels experienced the biggest drop in June since August 2009, BofA Global Research reported.
June 16, 2020
The Case for ESG Funds During Volatile Times: MorningstarThey capture less of the downside and have lower volatility ratings than non-ESG funds.
June 15, 2020
Franklin Templeton Adds Active ETF Offerings: Portfolio ProductsAlso, AQR introduces a new mutual fund.