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
Top Negotiator Offers Tips for Dealing With Clients
By Jane Wollman RusoffSuccess as an advisor is largely a matter of learning to negotiate, Working with Difficult People author Raphael Lapin tells ThinkAdvisor.
July 07, 2016
SMA Manager of the Year Mark Wynegar on ValuationTributary Capital Management's Small-Cap Equity portfolio manager shares what he looks for when choosing positions.
July 07, 2016
SMA Manager of the Year Geeta Aiyer on Creating Value in ESG InvestingSome advisors have hesitated to put their clients in ESG investments because they believe they don't provide the same rates of return as traditional products.
July 07, 2016
SMA Manager of the Year Justin Greene on DOL Fiduciary RuleRussell Investments managing director explains how firms can be sustainable under new fiduciary rule.
July 07, 2016
SMA Manager of the Year Cory Robinson on Bond DurationTJIM's Cory Robinson talks about what duration means for bond strategies in low-interest rate environments.
July 07, 2016
SMA Manager of the Year Paul Viera on Industry ExpertiseEARNEST Partners founder and CEO explains why you dont need buy- and sell-side analysts on your research team.
July 07, 2016
SMA Manager of the Year Jennifer Chang on Dividend GrowthSchafer Cullen's High-Dividend Equity Strategy focuses on high-quality companies that are able to deliver and grow dividends over several years.
July 06, 2016
Goldman Expects S&P to Fall Up to 10%Analysts with the investment bank say it is better to stay on the sidelines for now.