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
Top 20 Largest Pension Funds in the World
By Michael S. FischerResearch shows assets fell 3% in 2015 for the world's 300 biggest funds, but growth since financial crisis is up 19%.
September 06, 2016
Dividend Aristocrats Outperform S&P 500 With Less Volatility: ReportThis index of 50 stocks has consistently outperformed the S&P 500 while exhibiting lower volatility.
September 02, 2016
2016 Broker-Dealers of the Year: Ralph DeVito on Culture and FocusThe winner in Division II shares the firm's sole focus reps.
September 02, 2016
2016 Broker-Dealers of the Year: Lon Dolber on Knowing What Advisors NeedThe president and CEO of American Portfolios, Lon Dolber, still has a book of business, which gives him valuable perspective on what advisors are dealing with day to day.
September 02, 2016
2016 Broker-Dealers of the Year: Brian Murphy on the Value of a Broad StrategyA vertical business isn't the best way to serve advisors and their clients, according to Brian Murphy of Lion Street Financial.
September 02, 2016
Will Emerging Market ETFs’ Outperformance Last?Analysts debate whether the group has found its "sweet spot" or could fall out of favor with investors.
September 02, 2016
The 2016 Broker-Dealers of the YearThe leaders of the winning firms share what sets them apart from the competition.
September 02, 2016
Real Estate Gets Starring Role in S&P 500, Spurring ETF OverhaulThe move will shake up stock portfolios, conjuring an industry out of REITs that will infuse at least one lightweight ETF with sudden riches.