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
Nearly 40% of US Advisors Are Using Alternative Investments: Cerulli
By Emily ZulzCerulli defines "alternative investments" to include REITs, private investments, hedge funds, private equity and real estate.
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.
September 19, 2018
BNY Mellon Launches New Fund Focused on Japan's 'Womenomics' InitiativeThe "Womenomics" initiative seeks to enhance economic growth in Japan through improved gender parity in the workforce.
September 18, 2018
Goals-Based Financial Planning Now Focus of Wealth Firms: AiteWealth management firms "need to create experiences rather than products" when it comes to financial planning, Aite Group says.
September 18, 2018
How to Play the Bond Market as the Yield Curve FlattensInsights from strategists Kathy Jones and Collin Martin from the Schwab Center for Financial Research.
September 18, 2018
Fund Managers Are Bearish on Global Growth: MerrillThe U.S. is the most-favored equity region globally, according to Merrill's fund manager survey.