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
This Market Selloff May Be Different
By Mohamed El-ErianThe generalized move down in stocks is sparking an interesting discussion about how investors should respond.
September 09, 2016
Alt Fund Selection Is a Growing Challenge for Institutional InvestorsAlternative assets continue to be a crucial part of institutional investors portfolios, but investors have a harder time identifying attractive opportunities.
September 09, 2016
7 Tips to Maximize Social Security Benefits From an Ex-SSA DirectorWith all of the rules and changes in Social Security, Kurt Czarnowski offers tips and advice to advisors.
September 09, 2016
Family Office Returns in 2015 Sagged Due to Challenging MarketsSurvey finds implementing a succession plan is family offices top governance priority.
September 09, 2016
8 Facts and Fictions of Momentum and Value InvestingAt the Morningstar ETF conference, AQRs Ronen Israel jumps into the fight between the two investing styles.
September 08, 2016
Morningstar to Launch Analyst Ratings for ETFsThe Chicago-based fund research firm is also 'collapsing' open-end funds, ETFs into the star rating.
September 08, 2016
Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will SufferThe fiduciary standard rules overriding emphasis on fees is deeply flawed, says the academic. His short-term prognosis for the annuity industry? Poor.
September 08, 2016
RIAs’ Use of ETFs Continues to Climb: Schwab StudyNearly 48% of RIAs say ETFs will be the "dominant investment" type in the portfolios they manage, Schwab survey found.