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
Hundreds of Thousands of 401(k)s Up for Grabs After DOL Fiduciary Rule
By Nick ThorntonBroker-dealers are wondering what to do with small plan sponsor clients serviced by generalist wealth managers.
August 11, 2016
Famed Investor Bill Miller Leaves Legg Mason After 35 YearsMiller to buy Legg Masons stake in his fund company LMM; move ends Millers long relationship with Legg Mason.
August 10, 2016
TDF Providers Should Offer More Than One Series: CerulliTarget-date fund providers should offer more than one series of TDFs to meet the myriad needs of DC plan providers, Cerulli says.
August 10, 2016
SEC Charges Ex-NFL Player With Defrauding Former Coaches, ElderlyThe player cheated seniors and coaches, donors, alumni and employees of schools out of $10 million, the SEC said.
August 09, 2016
20 Wealthiest US Olympic Athletes in RioSome of the athletes seeking gold this month already have a bit tucked away.
August 09, 2016
Feeling anxious? Here are the top 4 concerns of advisorsFactors including the surprise Brexit outcome have thrown advisors and clients into a state of heightened anxiety, says Eaton Vance's John Moninger.
August 09, 2016
10 Worst States for Paying Off Student Loan Debt"Where you live doesnt just affect the value of your property; it also reflects the worth of your college degree," WalletHub says.
August 08, 2016
Advisors Focused on Portfolio Management, Volatility: FidelityRegulatory changes and political developments added to advisors' uncertainty in the first half, Fidelity said.