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
Who Uses Annuities, Who Doesn't?
By Marlene SatterResearchers aimed to find out, and the results weren't what they expected.
September 24, 2018
A Massive Shift in Stock Sector Classifications Starts TodayFacebook and Alphabet, Google's parent, leave the tech sector for the new communications sector.
September 21, 2018
Nearly 40% of US Advisors Are Using Alternative Investments: CerulliCerulli defines "alternative investments" to include REITs, private investments, hedge funds, private equity and real estate.
September 21, 2018
The Great Bull Market Is Dead: MerrillThe "profit outlook has become more negative for risk assets," Chief Investment Strategist Michael Hartnett says.
September 20, 2018
Is Fixed Income ESG Investing the New Frontier?ESG investing goes beyond picking the right equities; fixed income ESG can round out an investors socially responsible portfolio.
September 20, 2018
Financial Industry Takes Most Heat for Data Breaches: StudyBad PR over a cyberattack hurts financial services firms more than other industries, eMoney finds.
September 20, 2018
US Investors Not Worried ESG Will Hinder Returns: SchrodersA Schroders study finds that sustainable investing is on the rise, particularly among younger investors.
September 19, 2018
Entrepreneurs Are at the Forefront of Philanthropy: Fidelity CharitableMany business owners plan to donate some of the proceeds when they sell their firms, Fidelity Charitable finds.