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
ETFs: Why They Keep Growing on Advisors
By Ginger SzalaA 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
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.
July 31, 2017
Wells Fargo Customers Sue, Claiming Auto Insurance Scheme Was ScamCustomers accused the bank in a lawsuit of forcing them to pay for unnecessary auto insurance that drove some of them into a financial spiral.
July 31, 2017
Trump Ousts Scaramucci in Latest White House ShakeupThe news comes only days after the hedge fund magnate was hired by the president.
July 31, 2017
How to Make Cash-Heavy Clients’ Portfolios Work HarderAfter managing multiple savings accounts at various banks, Gary Zimmerman realized there was an easier way to strategically invest his cash by utilizing technology.
July 31, 2017
Peter Mallouk Wants a Few Good Advisors, With No AssetsPeter Mallouk, president of Creative Planning, tells ThinkAdvisor what he looks for in his wealth managers and why brokers need not apply.