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
Economist Goodfriend Said to Be a Finalist for Trump Fed Nomination
By Christopher Condon, Rich Miller & Saleha MohsinMarvin Goodfriend is former director of research for Richmond Fed; Quarles also among candidates for Trump Fed nomination
June 01, 2017
SEC Jumps Into Fiduciary Rule Fray, Seeking Comments on ‘Future Action’SEC chief Jay Clayton said he looked forward to robust, substantive input on advisor and BD standards of conduct.
June 01, 2017
ETFs and Cash Trump Mutual Funds in Advisor UsageExchange-traded funds continue to gain popularity at the expense of mutual funds among financial advisors, according to a new survey by the FPA.
May 31, 2017
A Hidden IRA Benefit Most Advisors MissAdvising this group of women to open IRAs can help them secure their retirement and save even more, Marcia Mantell tells ThinkAdvisor.
May 30, 2017
13 Best & Worst Broker-Dealers: Q1 Earnings, 2017The first three months of the year have seen strong markets and corporate earnings that beat analysts' estimates.
May 29, 2017
The Mainstreaming of Private Equity, Phase IIDespite its growing appeal, private equity has always been limited by illiquidity.
May 29, 2017
5 Myths About ETFs and Mutual FundsThe ETF industry has experienced exponential growth over the past two decades, and with that progression also comes an influx of self-styled experts.
May 26, 2017
New Factor Allocator Tool Shows the Value of Factor InvestingOptimal Asset Management's free tool helps advisors build factor-based replicas of any mutual fund using ETFs.