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
SMA Managers of the Year Announced at Envestnet Advisor Summit
By Danielle AndrusFor the 12th year, Investment Advisor and Envestnet | PMC announced the winners of the SMA Managers of the Year.
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.
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.