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
JPMorgan Weighs Buying ETF Firm
By Carolina Wilson, Sabrina Willmer & Sonali BasakIts asset management unit has met with Global X and ETF Securities; ETF Securities has spoken with as many as 10 potential buyers.
February 16, 2018
Gary Shilling: Markets Confront a Death by a Thousand CutsThey face a potentially more aggressive Fed, increasing fears of rising inflation and multiple imbalances, the famed economist writes.
February 16, 2018
When Does a Financial Planner Need to Register as an Investment Adviser?Some financial planners should unquestionably be registered as investment advisers, and others not necessarily so.
February 15, 2018
Grantham’s GMO Warns Investors of a ‘Cynical Bubble’Jeremy Grantham recently said many classic signs of a bubble were missing. But not all bubbles are the same, GMO's asset allocation team writes.
February 15, 2018
Scottrade Charged Under DOL Fiduciary Rule in MassachusettsThe charge, involving sales contests, appears to be the first state-level action involving the Labor rule.
February 15, 2018
Advisors’ Counsel Needed in Employee Stock Plan Decisions: Schwab"Employees clearly place a high value on these programs, but they are also asking for more help," said Schwab's McDonough.
February 14, 2018
Securities America Picks Up Two Groups With $3.5BThe new affiliates, each of which has more than 30 advisors, formerly worked with NPH broker-dealers.
February 14, 2018
Bob Doll’s 10 Post-Correction PredictionsWhile Doll thinks the worst of the correction is over, he says messy market conditions may continue.