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
IRS Limits a Tax-Dodging ETF Strategy, Floats Broader Crackdown
By Melanie WaddellThe agency laid out curbs on Section 351 exchanges and is seeking comments on other moves it calls potentially abusive.
September 15, 2026
New Merrill Services Help Clients Transition to Managed AccountsThe offerings enable clients to move cash and other assets in a gradual, tax-efficient way, according to the firm.
September 10, 2026
4 Ways Insurance Can Complement Traditional InvestmentsCash on hand is nice, as are stock-based assets, but today's investor shouldn't overlook the benefits that insurance offers.
September 04, 2026
RIAs Using AI Boosted Hiring, Productivity: StudyMost practices are using the technology for operations, not investment decisions, new Astraeus research finds.
September 03, 2026
Advisor Makes Case for Dividend Growth as an Income Strategy"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
August 26, 2026
What to Know About High-Risk Structured NotesStructured products can help limit losses, but they can come with steep fees and other downsides.
August 21, 2026
Top 10 Dividend ETFs for Passive Income: Morningstar, 2026These funds practice very different strategies and can behave very differently from one another, Susan Dziubinski points out.
August 13, 2026
7 Ways Advisors' Use of Alternatives Is EvolvingIncreasingly, iCapital research finds, the focus has shifted to implementing the investment class effectively and at scale.