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
What Advisors Expect From Markets, Clients in 2020 and Beyond
By Bernice NapachAn SEI survey finds that few prioritize improving the investor experience as a top goal for the year ahead.
December 30, 2019
100 Families' Secrets to Staying Wealthy for 100 YearsDennis Jaffe tells ThinkAdvisor about his research on how 100 ultra-wealthy families stayed that way beyond three generations.
December 27, 2019
Gary Shilling: 4 Shocks That Could Upend the Market ExpansionShilling is is no longer saying the U.S. economy is in a recession, but he still has concerns.
December 27, 2019
Investors Conquered Fees. Next Up Is Their Own Behavior.A recent study offers clues to closing the behavior gap.
December 26, 2019
Will Open MEPs Pave Way for Alts in 401(k)s?Two things have to happen if open MEPs are to spark wider use of alternative investments in 401(k)s, says an ERISA attorney.
December 23, 2019
My Client Thinks Investment Advice Should Be Free. What Now?If your clients are wondering what they're paying you for, remind them of these 14 things.
December 23, 2019
Vanguard Cuts Fees on 7 Funds: Portfolio ProductsAlso, SS&C Salentica exec touts 2020 product initiatives for advisors.
December 23, 2019
Slower U.S. Growth Expected in 2020But experts cited a ramped-up trade war or election victory by Warren or Sanders as potential black swans that could precipitate recession.