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
Even With an Advisor, Your Retirement Plan Probably Isn't Beating the Market: Study
By Michael S. FischerA study of DC plans with advisors found that most underperformed benchmarks over a three-year period.
January 17, 2020
DoubleLine Exec Has a Novel Way to Measure Interest Rate RiskThe deputy chief investment officer of DoubleLine explains his Sherman Ratio.
January 17, 2020
Fidelity Launches New Bond Model Portfolios: Portfolio ProductsAlso, Envestnet teams with Invesco on new model portfolios.
January 17, 2020
Scammed: How Savvy Investors, Johnny Depp and Regular Folks Get DupedBen Carlson tells ThinkAdvisor about financial scams and the weirdest scam he's ever heard of.
January 16, 2020
What's Most Important to Global Fund Buyers?Not ESG, apparently, says recent study from Core Data Research.
January 16, 2020
ETF Demand Among Advisors Expected to Keep Growing: BroadridgeAlmost three-quarters of 500 advisors say they expect their ETF allocations to increase in 2020, according to a new survey.
January 15, 2020
World's Largest Asset Manager Doubles Down Against Climate Change"I believe we are on the edge of a fundamental reshaping of finance," BlackRock CEO Larry Fink says in a shareholder letter.
January 14, 2020
U.S. Investors' Concerns Over Market Volatility Eased in Q4: AllianzHowever, new study finds there is lingering concerns over issues including inflation.