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
Law Firms Risked It All on 401(k) Fee Suits, and It’s Paying Off
By Lizzy McLellanDespite some major recoveries in class actions over excessive 401(k) fees, few lawyers are willing to litigate these cases.
August 22, 2016
Impact Investing Metrics Help Firms Improve Bottom Line, ValuationsInvestor tracking of metrics like customer satisfaction and environmental impact can help a business function better, GIIN finds.
August 22, 2016
REITs Are Outperforming, but Some Sectors Are Stronger Than OthersBaby boomers and millennials, trendsetters in different ways, are both driving growth in key REIT sectors.
August 17, 2016
‘Equity’ Movie: Backstabbing, Sexism and Ruthlessness on Wall St."Equity" producer and co-star Sarah Megan Thomas talks to ThinkAdvisor about telling the story of women and "the gray lines of power on Wall Street."
August 16, 2016
The 5 Deadly Sins of InvestingThese five misconceptions will only deliver you and your clients the wages of investing sin.
August 16, 2016
Hundreds of Thousands of 401(k)s Up for Grabs After DOL Fiduciary RuleBroker-dealers are wondering what to do with small plan sponsor clients serviced by generalist wealth managers.
August 12, 2016
How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime’In a wide-ranging interview, Greg Valliere, chief global strategist at Horizon Investments, doesn't mince words about either presidential candidate.
August 11, 2016
Clinton’s Fiscal Prudence Runs Counter to Krugman’s Call to BorrowPresidential candidate promises to pay for her programs; Krugman, in contrast, backs using government-debt financing.