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
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
By Bernice NapachTwo prominent investment strategists cautioned advisors about future gains in client portfolios at FPAs annual conference.
October 09, 2017
Thaler Changed My Life (and Everybody Else’s)The Nobel winners collaborator remembers the thrill of first encountering his ideas.
October 09, 2017
Is It Finally Time to Look Beyond US Large Caps?Investors have done well just tracking a benchmark in recent years. But when the correction arrives, a more tactical approach can deliver considerably more value.
October 09, 2017
Thaler, Famed for ‘Nudge’ Theory, Wins Nobel Economics PrizeThaler will spend the prize money as "irrationally as possible," he says.
October 08, 2017
Top 3 Ways BDs Can Help FAs With DOL-Related Platform ShiftsBroker-dealers should help advisors with new technology, criteria for picking third-party asset managers and improved planning tools.
October 08, 2017
7 Exclusions From the Fiduciary Rule ‘Investment Advice’ DefinitionThe rule, or something like it, could still take effect. Better be prepared.
October 06, 2017
Jordan Belfort, the ‘Wolf of Wall Street,’ Offers (Ethical) Sales Tips for AdvisorsBelfort tells ThinkAdvisor about his Straight Line sales system and how his drug-addled past was actually worse than in the movie.
October 06, 2017
BlackRock Jumps to the Defense of Index InvestingThe balance in market share between passive and active investing is self-regulating, the index fund provider says.