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
Being a Fiduciary Is More Than Offering the Lowest Cost Solution
By Emily ZulzSEI's John Frownfelter warns that overly cost-focused advisors are overlooking valuable asset classes and that passive investing may be a bubble about to burst.
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.
March 13, 2017
Dartmouth Taps Wealth Manager Ruth to Run $4.5 Billion EndowmentAlice Ruth was investing chief at Willett Advisors in New York; CIO Pamela Peedin is stepping down in April after six years.
March 09, 2017
Dimon Says Trump Has Reawakened ‘Animal Spirits’ in USThe JPMorgan CEO says hes not concerned about a stock correction and that consumer and business confidence have "skyrocketed."