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 to Protect Clients' Assets From Blended-Family Feuds
By Jane Wollman RusoffVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
February 27, 2018
Barbara Roper Urges DOL Chief to Crack Down on Fiduciary RulebreakersFirms that aren't making good-faith efforts to comply with the rule should be sanctioned even under Labor's non-enforcement policy, Roper's Consumer Federation of America argues.
February 27, 2018
Equity-Market Smiles Don't Have to Become FrownsA balanced portfolio of stocks and bonds is the worst of all choices if inflation begins to accelerate.
February 27, 2018
Powell Says Strong Outlook to Prod Fed to Review Rate-Hike PlanIn his first testimony to Congress as Fed chairman, Powell was optimistic about growth and expectations for inflation to reach the 2% annual Fed target.
February 27, 2018
There's a New ETF Game in TownThe exchange-traded-fund industry is being shaped by a new paradigm — not active vs. passive.
February 26, 2018
Use These 10 ESG Factors to Avoid Riskiest Investments in 2018Sustainalytics "10 for 2018" report focuses on "10 ESG risks that could have a significant impact on shareholder value" in 2018 and the industries that are most affected.
February 23, 2018
Advisor Share-Class Infractions a ‘Widespread Problem,’ SEC SaysThe agency's investment management division also includes a fiduciary rule among its near-term goals.
February 23, 2018
Public Pension Funded Ratio Rose in Q4: MillimanA fifth of the 100 largest U.S. public pensions have crossed the 90% funded threshold.