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
Equity Trust Now Offers Digital Currencies for IRA Customers
By Ginger SzalaA growing number of custodians are adding cryptocurriencies to their list of offerings largely due to customer demand.
July 30, 2018
SEC Clarifies 'Inadvertent Custody'The staff of the U.S. Securities and Exchange Commission's Division of Investment Management recently released updated guidance to what advisors know…
July 30, 2018
Sustainable Bonds: A Major Investment ShiftNew corporate bond issues have outpaced equity issues eight fold since 2006. And ESG has become a key way to evaluate them.
July 30, 2018
How to Rein In a Client Who Strikes It RichAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 30, 2018
401(k) Participation Surges at Small Businesses and Deferral Rates RiseAlso, many millennials lack a plan, and one firm shows employees how to curb health costs to help retirement savings.
July 30, 2018
El-Erian Says U.S. Alone Has Exited the 'New Normal'U.S. finding 'higher growth equilibrium' of 2.5% to 3%; Federal Reserve can 'safely' hike as neutral rate rises.
July 30, 2018
Top-Performing Active Funds Lack Staying Power: StudyThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.
July 30, 2018
How ESG Investing Can Help Address the Opioid CrisisA growing number of institutional investors are pursuing policy changes at drugmakers and distributors, with some success.