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
Founders Financial Expands Into Sustainable Investing Strategies
By Ginger SzalaWith the surge in sustainable investing interest and product, one IBD adds those strategies to its platform.
August 28, 2018
Mutual Funds, ETFs Get Healthy Boost in July: CerulliA report found that 66% of asset managers said it was a high priority to build out new vehicle offerings.
August 28, 2018
Diversifying Strategies to Defend GainsThe equity and bond markets have been good to investors, but it might be time to review those long-only holdings.
August 28, 2018
Are Plan Advisors Overpaid? Ted Benna Says Yes"Father of 401(k)s" discusses five changes he would make to today's retirement plans, and one is to cut fees.
August 28, 2018
How to Understand ESG RatingsA lack of common standards for ESG reporting makes it difficult for advisors to judge companies. Here's a brief primer from Celent.
August 27, 2018
SEC Orders Transamerica Affiliates to Repay $97M Over Rookie's Faulty Quant ModelsThe four affiliates launched the products and strategies "without first confirming that the models worked as intended," SEC said.
August 27, 2018
FinMason Integrates With Orion to Expand Advisors' Planning Abilities: Portfolio ProductsAlso, Fiserv enhances its Unified Wealth Platform, and American Portfolios launches a client-facing portal.
August 27, 2018
Are Buybacks Destroying Value?Be skeptical of both the hype and the groundless vitriol around buybacks.