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
Rent the Runway Becomes Unicorn With Mutual Fund Backing
By Kim BhasinThe venture has just raised $125 million from investors like Franklin Templeton and T. Rowe Price.
March 19, 2019
Jumpy Investors Continue to Flee Stocks: MerrillChina slowdown is global fund managers' top concern, Merrill survey finds.
March 18, 2019
3 Topics to Discuss With Your HNW Clients in 2019For one thing, many high-net-worth retirees aren't spending enough money.
March 18, 2019
Passive Market Share to Overtake Active in 2 Years: Moody'sDespite market volatility late last year that should have created more opportunities for active managers, passive flows did not decline.
March 14, 2019
Envestnet to Buy MoneyGuide for $500M"I am sort of speechless," one industry consultant said.
March 14, 2019
Your Client Has Too Much in One Stock. What Do You Do?Paul Pradel tells ThinkAdvisor how he helps leaders of mega-companies like Nordstrom and Microsoft diversify their portfolios.
March 12, 2019
Advisors' Advice: 10 Financial Mistakes Millennials MakeThinkAdvisor asked financial advisors to describe a big financial mistake they've seen millennial clients make.
March 11, 2019
JPMorgan Planning Cheapest-Ever Stock ETFThe BetaBuilders U.S. Equity ETF would charge 20 cents per $1,000, or a 0.02% expense ratio.