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
SEC Jumps Into Fiduciary Rule Fray, Seeking Comments on ‘Future Action’
By Melanie WaddellSEC chief Jay Clayton said he looked forward to robust, substantive input on advisor and BD standards of conduct.
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.
May 26, 2017
Brisk Asset Management Firm M&A Activity to Continue in '17: Casey QuirkForty-four deals occurred in the first quarter, Casey Quirk reports.
May 26, 2017
The Rise and Fall of Modern Portfolio TheoryMPTs ubiquity confirms its legitimacy through social validation rather than empirical evidence.
May 25, 2017
How a Global Equities Manager Handles the Market’s HeatRick Schmidt of Harding Loevner discusses recent investments in the face of volatility.