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
When Trump Tweets, Investors Listen
By Janet LevauxWhat does a tweeting president mean for advisors and their investor clients?
January 17, 2017
Top 10 Investing, Business Ideas for Advisors in 2017: MercerAmong Mercers suggestions are to prepare for regulatory changes and align revenue compensation models.
January 17, 2017
DOL Quickly Releases Another Batch of Fiduciary FAQsThe new guidance for advisors includes some pleasant surprises and one disappointment, lawyer Fred Reish says.
January 16, 2017
Republicans Will Find Corporate Tax Reform Isn't That EasyTax reform is a relatively easy concept. As the current House bill shows, the difficulty is in the details.
January 13, 2017
DOL Releases Fiduciary Rule FAQ for Investors, WorkersEBSAs Phyllis Borzi says the second batch of FAQs are meant especially for workers and retirement investors.
January 12, 2017
Bank Analysts Say ‘Steady On’: Q4 Earnings PreviewBofA, Wells Fargo and JPMorgan kick off the fourth-quarter reporting season on Friday.
January 11, 2017
DOL Fiduciary Rule Could Be Halted ‘Within Days’ of InaugurationWhile a bill to delay the rule is pending, there are faster routes, U.S. Chamber of Commerce exec David Hirschmann says.
January 11, 2017
Gundlach, Ribbing ‘Second-Tier’ Managers, Says 3% Is Rate to WatchThe DoubleLine CEO took an apparent shot at Bill Gross while discussing his yearly outlook, which also predicted a stock selloff around Trumps inauguration.