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
A DOL Fiduciary Rule Compliance Checklist
By John BloodHeres a pithy, practical six-point checklist to help advisors of all stripes comply with the DOL rule.
August 24, 2016
Time for Fed to Normalize Rates: LPL's WhiteThe chief investment officer of the IBD says that low interest rates are doing more economic harm than good.
August 24, 2016
Could Student Debt Swing the Presidential Election?College students and their parents consider debt a bigger election issue than hot-button topics like unemployment and immigration, a poll finds, and they vote in large numbers.
August 24, 2016
After Olympics, Advisors Help Athletes Build Their Second ActsThinkAdvisor talked to two ex-Olympic athletes, including women's basketball coach Dawn Staley, and their advisors about how they built lasting financial success.
August 23, 2016
A Compelling Combination: Why Advisors Are Pairing Value and Low-Vol FactorsThese two factors may be significant over the next six to 12 months. Here are some of their investment applications for advisors and investors.
August 23, 2016
6 Ways Advisors Can Protect Against 401(k) LawsuitsMarketCounsel CEO Brian Hamburger talks about how advisors can limit liability as the lawsuits against 401(k) and 403(b) plans proliferate.
August 23, 2016
How Advisors Can Earn Next-Gen Investors’ TrustA Jefferson National study found that the highest-earning advisors bridge the trust gap with rising-income younger investors.
August 23, 2016
3 IRA Transactions Exempt From DOL Fiduciary Level Fee RuleThere are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.