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
12 Worst Financial Advisors in America: 2016
By Ginger SzalaOh, the web those scammers weave to get a fast buck. Here are some of the dirtier dozen from 2016.
March 23, 2017
Closed-End Funds: Democratizing Alternative Investment StrategiesUnique structure and stable asset levels allow CEFs to invest in nontraditional, less liquid assets.
March 21, 2017
March Madness: LPL’s ‘Sweet 16’ Bracket for the MarketAs the basketball bracket comes into focus, so should multiple factors influencing equities, says CIO Burt White.
March 21, 2017
How to Resist Market Timing (Even When You’re Scared)Behavioral finance professor Terrance Odean tells ThinkAdvisor how investors can shield themselves from panic selling and how to help clients with cognitive decline.
March 21, 2017
Vanguard Adds New Active Manager to Explorer FundClearBridge Investments comes on board as Granahan Investment Management and Kalmar Investment Advisers depart.
March 20, 2017
First Ascent Finds Success in Move to Flat FeesFirst Ascent CEO Scott MacKillop admits flat fee pricing may not be for everyone.
March 15, 2017
Active Managers’ Struggle to Maintain AssetsActive managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
March 14, 2017
5 Ways Big Investors Are Challenging Traditional Investment StrategiesA Natixis survey of 500 institutional investors finds that institutions may be second-guessing the efficacy of long-standing portfolio strategies.