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
10 Client Statements That Should Trigger Alarm Bells
By Bryce SandersNot everyone you meet in HNW circles is squeaky clean.
March 12, 2026
Ex-Advisor Accused of Racism in TikTok Video Must Pay LPL Over $820KEileen Cure had sued the BD for $95 million after it ended an affiliation with her.
March 12, 2026
10 Things No Client Has Ever Said to Their AdvisorJust because your client isn't telling you something doesn't mean they aren't thinking it.
February 26, 2026
Ritholtz to Launch Its First ETFThe actively managed Goaltender ETF will adjust stock exposure based on market trends.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 10, 2026
11 Actively Managed ETFs to Buy in 2026: MorningstarActive funds as a group have struggled to beat their indexes, yet some managers have outperformed, Susan Dziubinski writes.
January 26, 2026
Where Ace Stock Picker John Buckingham Is Investing for 2026 and BeyondThe longtime Al Frank Fund manager sees bargains galore in the stock market this year, he tells ThinkAdvisor.
January 23, 2026
10 Good International Stocks to Buy Now: MorningstarThese stocks are undervalued at a time when the 7- to 10-year outlook for non-U.S. equities is bright.