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
Obama Vetoes Anti-DOL Fiduciary Rule Resolutions; Date Set for Lawsuit
By Melanie WaddellNational Association for Fixed Annuities lawsuit against DOL seeks a preliminary injunction to stay the rule.
June 03, 2016
Smart Beta Indexes Are Everywhere NowSeventy-two percent of respondents in FTSE Russell's global survey said they were using or considering smart beta, up from 44% last year.
June 02, 2016
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for AdvisorsThe growth of DAFs like Fidelitys is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.
June 02, 2016
The Hidden Costs of Passive InvestingPassive investments have implicit implementation costs that result in returns that are materially depressed, Research Affiliates writes.
June 02, 2016
5 Ways to Make the Most of Slow Growth: KleintopDespite sluggish productivity growth, advisors and investors still can find bright spots in different sectors and countries, the Schwab strategist says.
June 02, 2016
Think Market Indicators Are Shouting Bear? Think Again: Searching for Alpha for June 2016Specific market history (think 1989) provides some clues as to where this market may be heading.
June 01, 2016
Why Clinton, Trump & El-Erian Are Wrong on Economy: First Trust EconomistIt is time to stop talking about a new normal, says Brian Wesbury, chief economist of First Trust Advisors.
June 01, 2016
Indexing Moves Into Dangerous WatersMarshall Jaffe wonders: Just how many investors can crowd aboard this strategy?