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
Passive Investments Drive Record Fund Flows in 2017: Morningstar
By Bernice NapachMoney flowed into passive U.S. and international equity funds and into taxable bond funds.
January 26, 2018
New Tool Uses Behavioral Finance to Assess Risk ToleranceFinworx360 focuses on clients' willingness to take risks; it can help advisors create portfolios and segment client communications.
January 26, 2018
Tax Reform Causes a Wave of Stock Buybacks. Here’s How Investors Benefit.Companies like Apple are stashing a lot of cash overseas, and investors should reap benefits when that cash is repatriated.
January 26, 2018
15 Worst States for Retirement: 2018These states ranked the lowest on affordability, health and quality of life, according to WalletHub.
January 25, 2018
State Tax Workarounds Could Punch $154 Billion Hole in Federal BudgetRestructured state taxes could swell the cost of the new tax law.
January 25, 2018
This Raymond James Indie Group Is on a Wild Growth TearSteward Partners, which has 85 advisors, aims to expand significantly again this year after adding FAs from Wells Fargo.
January 25, 2018
Quant Strategy Goes Haywire as Panic Buying Overruns StocksThe most liquid stocks are the top performers now, signaling a much more speculative market.
January 24, 2018
The Advisor and the Quant: How Should Advisors Prep for a Crash?In this new series, Joe Elsasser and Ron Piccinini offer two perspectives on advisors' questions.