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
How These Advisory Firms Are Reinventing the Value Proposition
By Bernice NapachThey outsource investment management to focus on services that differentiate their offerings from others.
October 15, 2018
Watch Out for Self-Serving Information on Retirement PlansThere are too many proxies in the insurance industry trying to mask themselves under the guise of wealth management, financial planning and retirement planning.
October 15, 2018
Franklin Templeton Launches 3 Passive ETFs: Portfolio ProductsColumbia Threadneedle also launched a new strategic beta ETF focused on municipal bonds.
October 15, 2018
What's Next After Last Week's Market Rout?There may still be some volatility, but a replay is not what strategists expect.
October 11, 2018
What to Do When the Market Spooks Your ClientsMarket declines are an opportunity to show your value as an advisor.
October 11, 2018
Big Financial Firms Set for 'Lackluster' Q3'18 EarningsJPMorgan, Wells Fargo and Citi report results on Friday, followed by Bank of America, Morgan Stanley and Goldman Sachs early next week.
October 10, 2018
The Danger of Rising Bond Yields, and the OpportunitiesThere are multiple reasons for the latest stock market slump, and rising bond yields are among them.
October 10, 2018
Fear Not a 'Narrow' Stock Market: BlackRockBlackRock's global chief investment strategist sees recent strong equity performance as broad-based and driven by fundamentals.