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
McConnell Pessimistic That Congress Will Revamp Dodd-Frank
By Elizabeth DexheimerSenate leader says Democrats uninterested in overhauling financial rules; any big changes may fall to regulators, he adds.
May 15, 2017
How Morgan Stanley Is Changing Its Advisor Business ModelThe expected big change to a different business model brings big challenges to advisors, Morgans Jim Tracy tells ThinkAdvisor.
May 12, 2017
Advisor Concern on Client Income Surpasses Volatility: Eaton VanceThe Advisor Top-of-Mind Index for Q2 found a 16% increase from Q1 and the highest ranking since the indexs inception.
May 12, 2017
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
May 12, 2017
SEC Charges CEO With Failing to Disclose Perks: EnforcementThe SEC also charged a law firm partner in a $1 million insider trading scheme.
May 11, 2017
Killing Fiduciary Rule Seen as New DOL Chief’s Top PriorityAcosta is still looking for a solution that could be implemented in final form before June 9, says ERISA attorney Fred Reish.
May 11, 2017
Templeton’s Mobius Says Low Market Volatility Tied to Social MediaTempleton investing guru says social media creates confusion; people then dismiss bad news, leading to market calm, he says.
May 10, 2017
What Advisors Should Know About Liquid AltsAlternatives are good investments in many markets as long as investors bear a few things in mind, Morningstar panelists say.