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
Could Student Debt Swing the Presidential Election?
By Michael S. FischerCollege 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 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.
August 23, 2016
Law Firms Risked It All on 401(k) Fee Suits, and It’s Paying OffDespite some major recoveries in class actions over excessive 401(k) fees, few lawyers are willing to litigate these cases.
August 22, 2016
Factor Investing ExplainedFactor analysis quantifies alpha and turns it into an objective, repeatable model of security selection.
August 22, 2016
Does Private Prison Decision Cut the Legs Out From Prison REITs?The Bureau of Prisons will be scaling back its use of privately run prisons. What will that mean to companies that specialize in this service?
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.