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
Sipple Named Head of Great-West Investments
By Melanie WaddellMichael Wands will succeed him as head of Global Investment Strategies at Putnam. Both firms are headed by Bob Reynolds.
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 27, 2017
Morningstar’s Good and Bad 529 Savings Plans in 2017Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
October 26, 2017
10 Things About RMDs You Need to KnowRetirees who misunderstand RMDs could be in for some pretty unpleasant and expensive surprises.
October 25, 2017
10 Least Tax-Friendly States in US: 2017Since each state has its own rules on what gets taxed, at which rate and when, there's a lot of variation across the country.
October 24, 2017
After Advisor Outcry, TD Ameritrade Delays New Fees on Popular ETFsTDAI president Tom Nally tells ThinkAdvisor that the original timeframe for the transition period was a miss on our part.
October 24, 2017
Nearly 1 in 5 Pension Plans Are OverfundedRising variable rate premiums powerfully influence plan sponsors and their strategies, NEPC reports.
October 24, 2017
10 Surprisingly Great Places to Retire in the USHere are 10 cities ranked by U.S. News & World Report, some of which have likely never made such a list before.