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
Using Advisors Improves Portfolio Diversification for 90% of Investors: Vanguard
By Jeff BermanVanguard analyzed its Personal Advisor Services clients and found that advisors saved them from many common investing mistakes.
January 31, 2020
Reg BI Creates 'Fake Fiduciaries': Jane Bryant QuinnThe bestselling author tells ThinkAdvisor her thoughts on Reg BI, the Secure Act and why she dislikes FIAs.
January 30, 2020
Citigroup Launches Robo-AdvisorCiti Wealth Builder is free for customers with at least $50,000 in deposit, retirement and investment balances.
January 30, 2020
Domestic vs. International Stocks: Why Diversification Is ImportantHaving some sort of international allocation is critical to maintaining optimal performance in most long-term portfolios.
January 29, 2020
5 Emerging Investment Trends for Wealth Managers in the 2020sFrom blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.
January 29, 2020
Fidelity Now Offers Fractional Share TradingThe move could eventually open the door to more ETFs in 401(k)s, says Todd Rosenbluth of CFRA.
January 27, 2020
Why Vanguard's Chief Economist Is Long-Term BullishVanguard found a way to measure the pace of innovation, and the news is good, Joe Davis says.
January 27, 2020
Ric Edelman: Advisors Shouldn't Ignore Bitcoin, BlockchainHe suggests a 1%-2% Bitcoin investment if clients understand the technology and risks.