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
VC Funding Drives Fintech Investment Surge in Q2: KPMG
By Michael S. FischerInvestor interest shifted to mid- and back-office functions and away from customer-facing initiatives.
July 31, 2017
Performance vs. Tenure: A Lesson in Employee EvaluationA firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
July 31, 2017
ETFs: Why They Keep Growing on AdvisorsA survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
July 31, 2017
Guiding Clients Through Grief: Advice From Sheryl SandbergTransitions expert Amy Florian finds good advice to follow and what to avoid in Sheryl Sandberg and Adam Grant's book on adversity.
July 31, 2017
A Family AffairNews doesn't slow down much in the summer, especially with a new president and the start of a hotly debated regulatory regime for advisors.
July 31, 2017
BDs Address Fiduciary Rule, Growth ChallengesThere was not a slowdown in news at major broker-dealers this summer.
July 31, 2017
Talkin’ ‘Bout My GenerationIn working with hundreds of firms, I realized that most advisory firms had two basic deficiencies that were hampering their ability to find solutions.
July 31, 2017
Two Ways LPL Plans to Innovate: New Mobile App, Virtual AssistantsAt its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with Uberization.