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
2016 Broker-Dealers of the Year: Eric Schwartz on Independence
By James J. GreenCambridge can bring together the relationships of a small firm and the resources of a large firm thanks to its private ownership and independent mindset, according to Eric Schwartz.
August 31, 2016
Best Finance Tweets: August 2016Josh Brown shares an anti-stage-fright trick, Nate Silver discusses what "pivot" really means and fake mayo raises lots of money.
August 31, 2016
Diversification Rewarded Investors in Q2: NatixisUse of alternative strategies, which reached a three-year high in the second quarter, helped boost diversification levels, Natixis said.
August 30, 2016
5 Stock Picks Big Investors Are Overlooking: Craig HodgesSmall-cap fund portfolio manager Craig Hodges names stocks he thinks are underfollowed by larger institutional investors.
August 30, 2016
Growth in AUM, Revenue Halved for RIAs in 2015: FA InsightFirms that are merely riding the market tide are being left behind their peers, FA Insight finds.
August 30, 2016
Meb Faber’s Cambria Rolls Out Robo-Advisor for InvestorsThe RIA also has its eyes set on an offering for advisors, according to Chief Investment Officer Meb Faber.
August 30, 2016
Fed’s Fischer Says Negative Rates Seem to Work in Today’s WorldEquity prices are "quite decent" where the policy has been in use, Stanley Fischer says, reiterating that Fed rate increases will depend on data.
August 29, 2016
Who’s in Charge at Cetera?Rumors are rife that CEO Larry Roth may be replaced by Chairman Robert Moore.