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’s Best Investment Since 2000? Most Americans Guessed Wrong
By Michael S. FischerHarris Poll survey finds widespread unawareness of the top-performing asset classes since 2000.
April 21, 2017
Trump’s Tax Plans Coming Next Week, White House Official SaysWord comes as president approaches end of his first 100 days; key Senate panel said not to have seen final details yet.
April 21, 2017
SEC Actions Against BDs Jump 20%: Cornerstone ResearchFirst half of FY 2017 sees increase, as SEC continues to file vast majority of its actions as administrative proceedings rather than civil actions.
April 20, 2017
The Biggest Concerns of Not-for-Profit Plan Sponsors: TIAA ReportTIAA suggests ways plan sponsors can prepare employees for successful retirement.
April 20, 2017
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor StudyDalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism silly.
April 20, 2017
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation SourceA Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
April 19, 2017
Ric Edelman Unveils Novel Social Security Supplement PlanEdelmans plan asks the government to set aside a small one-time sum in a trust fund for each child born in the U.S.
April 18, 2017
Even Fiduciary Champions Push DOL to Change RuleComments from fiduciary rule supporters, like the Investment Adviser Association and Vanguard, urged the Labor Department for revisions.