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 You Need to Know About Annuity Classes
By John Olsen, Michael E. KitcesUnderstanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
June 12, 2017
The Emergence of Impact DebtA new kind of impact investment could encourage the risk-averse capital thats been sitting on the sidelines to finally get in the game.
June 09, 2017
15 Worst States for Military Retirees: 2017Health care and taxes were key considerations in judging a states friendliness to veterans.
June 09, 2017
Barry Ritholtz Sees DOL Fiduciary Rule as a ‘Test Run’The Ritholtz Wealth CIO tells ThinkAdvisor the rule is a step in the right direction, but says it's clearly flawed.
June 09, 2017
This Year's Hot Commodity Is One of the Smallest Metals MarketsPalladium is up 30% in 2017, reaching a 16-year high; gains are accelerating as demand picks up amid a shortage
June 09, 2017
Pension Funding Levels Steady in May: MercerPension plans sponsored by S&P 1500 companies maintained their 83% funded status last month, according to Mercer.
June 09, 2017
What Do Investors and Managers Want? TransparencyRespondents in an Economist survey about their investment considerations put transparency ahead of regulations and fees.
June 08, 2017
3 Possible DOL Reforms That Could Help AdvisorsKBW analysts share their views on what deregulation banks and broker-dealers can expect this year and next.