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
What Advisors Don’t Get About Female Clients: Barbara Huson
By Jane Wollman RusoffThe prominent wealth coach talks to ThinkAdvisor about what advisors need to do whether they want to or not to connect with women.
February 12, 2018
In 12b-1 Fee Crackdown, SEC Urges Advisors to Police ThemselvesIn a new initiative, advisors who self-report share class violations and repay investors will not be hit with a financial penalty.
February 12, 2018
SEC Seeks Budget Boost to Restore StaffOCIE has requested 24 more individuals, of which 13 would be dedicated to investment advisor and investment company exams.
February 12, 2018
Should You Plan on Your Clients Living to 100?Setting life expectancy is a crucial step in building a financial plan. Harold Evensky, Carolyn McClanahan and others weigh in on what to consider.
February 12, 2018
Investors Are the Guinea Pigs in US Fiscal ExperimentHow long can this borrowing binge go on before it matters to the credit-ratings firms and global investors?
February 12, 2018
Will Bigger Deficits and Higher Yields Crush Stocks?Here's what investors should be watching now for signs of further stock and bond price drops.
February 09, 2018
The Advisor and The Quant: What Are ‘Fat Tails’ and Why Do They Matter?From "The Advisor" Joe Elsasser and "The Quant" Ron Piccinini, here's a fitting lesson for advisors in light of the recent market turmoil.
February 09, 2018
People Get Creative When Explaining the Market CorrectionThere are some great stories being told now, all with crystal-clear hindsight.