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
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy Speer
By Jane Wollman RusoffAfter FINRA ruled that Speers widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firms most prominent financial advisor.
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.
May 16, 2016
Envestnet Summit to Focus on ‘The Essential Advisor’The summit will follow three basic tracks that can help advisors stay relevant and in demand: technology, practice management and investment.
May 13, 2016
Got Bonds? Here’s How Clinton and Trump Will Affect Them: RitholtzWhether we get Trumps tax cuts and higher spending or Clintons tax increases and higher spending, each will require fairly substantial issuance of Treasuries.
May 12, 2016
Top 15 Most Expensive States for Long-Term Care: 2016Genworth survey identifies the states with the highest annual care costs.