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
El-Erian: Fed to Hike in July, September
By Janet LevauxBut the Fed won't raise interest rates until after the Brexit vote, which comes after the FOMC's June meeting, Mohamed El-Erian said.
May 19, 2016
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy SpeerAfter FINRA ruled that Speers widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firms most prominent financial advisor.
May 19, 2016
Hartford Funds to Buy Smart Beta Firm Lattice StrategiesAcquisitions are on a tear as investors look to boost returns from new products.
May 19, 2016
Warren Buffett Falls Into the Confidence TrapThe Oracle sees great prosperity ahead. However, the past is an imperfect guarantor of the future.
May 18, 2016
Kotlikoff Joins the Presidential FrayMove over, Donald Trump and Hillary Clinton. There's an economist and Social Security expert running for president.
May 18, 2016
DC Plans Seek to Boost Results by Thinking Like PensionsDC plan sponsors are adopting best practices of defined benefit plans as a way to increase the efficiency of their plans, according to BNY Mellon.
May 17, 2016
Columbia Threadneedle Moves Into Expanding Smart Beta FieldBlackRock says the smart beta ETF niche is likely to grow at twice the rate of the overall market.
May 16, 2016
Kotlikoff: Congress Took a ‘Meat Cleaver’ to Social Security Claiming RulesLaurence Kotlikoff tells ThinkAdvisor about gotchas in the new rules beyond ending file-and-suspend and points out a loophole that could give some couples $120,000.