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
Chamber’s CEO: ‘Already Working’ With Trump to Kill DOL Fiduciary Rule
By Melanie WaddellU.S. Chamber of Commerce is urging immediate action to undo the rule, Thomas Donohue says.
December 09, 2016
Global Institutional Investors Plan Big Money MovesInstitutional investors globally expect to make more asset allocation changes in the next year or two that they did in 2012 and 2014, Fidelity found.
December 09, 2016
How to Navigate ‘Unprecedented’ Uncertainty on Tax ReformNot a foregone conclusion that estate tax will be repealed under Trump, says Brown Brothers Harriman's Adrienne Penta, but some steps might make sense now.
December 08, 2016
Advisors Diversify Portfolios as Higher Volatility Looms: NatixisStrategic beta use has doubled in the past three years, Natxis found in a review of advisors' portfolios.
December 06, 2016
SHE’s No. 2: One of 2016’s Top ETF Debuts Based on Gender DiversitySmart beta fueled nine of 10 top debuts, except for State Streets SPDR Gender Diversity ETF. Its ticker symbol? SHE.
December 06, 2016
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
December 06, 2016
Joel Bruckenstein: DOL Rule Is Coming; Time for a Tech UpdateThe advisor tech guru talks to ThinkAdvisor about what the DOL rule means for advisors, technologically speaking.
December 05, 2016
What the Future of Social Security Looks Like: Bill ReichensteinReichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.