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
Investors ‘Crazy’ Not to Be in Equities: Neil Hennessy
By James J. GreenWith Dow yielding more than 10-Year Treasuries, theres no end in sight to the more than seven-year-old bull market, says Hennessy Funds chief.
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.
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
December 01, 2016
Beware of Data Mining: Market Lessons From the ElectionIf a gold mine is a hole with a liar standing on top, a successful data miner is a quant with data lying to himself.