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
What Is a Renaissance Investment Management Firm?
By Jason Voss, C. Thomas HowardThroughout the Active Equity Renaissance series, we have pointed out the obvious need to overturn modern portfolio theory. But what should replace it?
June 26, 2017
How to Fill the Disability Coverage Gap for Doctors With High IncomeMany doctors are finding a serious gap between the benefits of traditional disability and the replacement of their true income.
June 26, 2017
JPMorgan Turns Bullish on Future of Global BanksGoldman Sachs and Morgan Stanley top the firms ranking; U.S. investment banks are "better managed than ever," analysts say.
June 26, 2017
Guggenheim Launches Multi-Factor Large-Cap ETF: Portfolio ProductsVictoryShares introduces a new minimum volatility ETF.
June 26, 2017
3 Big DOL Fiduciary Pain Points for AdvisorsAn Aite Group survey of advisors asks how difficult they think various tasks will be under the fiduciary rule.
June 25, 2017
Stock Buybacks Are Plummeting. Should Investors Worry?With less support from buybacks, companies will have to make money the old-fashioned way, says analyst Howard Silverblatt.
June 23, 2017
How DOL Fiduciary Rule Can Boost Advisors’ Profits: The Ethics GuyBruce Weinstein, The Ethics Guy, tells ThinkAdvisor why advisors who behave ethically are more profitable.
June 21, 2017
Industry Needs to ‘Modernize’ to Accept Smaller Investors: SchwabWealth is more than "a specific sum of money" to many Americans, and the industry needs to adapt to accept this, Schwab execs say.