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
Shilling Sounds the Alarm: Investors, Load Up on Cash
By Bernice NapachThe investment advisor and economist is worried about the continuing gap between market prices and economic fundamentals.
November 03, 2016
18 Best ETFs in 6 Sectors: MorningstarMorningstars highest-rated ETFs charge fees that are a tiny fraction of the median fees charged by their peers, Morningstars Ben Johnson said.
November 03, 2016
World’s 20 Largest Asset ManagersThe share of total assets by the Top 20 managers, who held $33 trillion, fell slightly to 41.6% in 2015.
November 03, 2016
DOL Rule, Election Weigh on Financial Advisors: Fidelity SurveyBesides political and regulatory developments, advisors surveyed were also increasingly focused on interest rates.
November 02, 2016
16 Best & Worst 529 College Savings Plans of 2016: MorningstarOf the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
November 01, 2016
Harvard Raises Record $1.2B, but Slow Returns Crimp BudgetFundraising total is second-largest ever in higher education; more restraint on spending will be called for, school says.
November 01, 2016
John Bogle: SEC Should ‘Step Up’ and Issue a Fiduciary RuleBogle said he couldnt imagine an advisor acting as a fiduciary to clients on retirement and failing to do so on other investment advice.
October 31, 2016
Cetera Says It, Too, Will Keep Commissions in Retirement AccountsCetera Financial makes the announcement as it rolls out new technology related to the DOL fiduciary rule.