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
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2016
By Janet LevauxOverall satisfaction has weakened across full-service broker-dealers, the survey finds.
April 07, 2016
SIFMA’s Bentsen: DOL Rule Will Have Unintended ConsequencesSIFMA president also blasted the Obama administration's comments that the brokerage industry's business model "rests on bilking" clients.
April 06, 2016
How DOL Fiduciary Rule Will Affect Rollover IRAs, Annuities and Other ProductsThe final fiduciary rule doesn't go as far as many critics had feared, but it will affect financial advisors and the products they offer.
April 06, 2016
Lawsuits Won’t Stop DOL Fiduciary Rule, Perez SaysOpponents to the rule are on the "wrong side of history," said Labor Secretary Thomas Perez.
April 06, 2016
How the DOL Fiduciary Rule Will (and Won’t) Affect RIAsAn early look at the final rule suggests a lesser impact, though compliance caution is still warranted.
April 06, 2016
Perez: Final DOL Fiduciary Rule Includes Big Changes to Deadlines, BICEWe listened, we learned, we adjusted, Labor Secretary Thomas Perez said, and youll find that in the final rule.
April 05, 2016
The ABCs of the DOL Fiduciary RuleThese basic terms will help advisors and other financial services professionals better understand the DOL fiduciary rule.
April 05, 2016
Q1 Large-Cap Fund Performance Worst in 18 Years: MerrillLess than a fifth of large-cap funds beat the S&P 500, the lowest quarterly "hit rate" since Merrill Lynch started collecting data in 1998.