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
Energy ETFs: Time to Bottom Feed?
By Ronald DeleggeAsset specialist Jeremy Held describes what's happening in different market sectors.
March 25, 2016
Everybody in the (Risk) PoolA CDC, a collective defined contribution plan, functions like a defined-benefit plan except that the employer is no longer on the hook for future liabilities.
March 25, 2016
10 Best & Worst Broker-Dealers: 2015 EarningsThe top four firms on this list posted huge earnings gains year over year, while profits shrank for the bottom five.
March 23, 2016
Some Active Funds Outperform ‘Misleading’ Industry Averages: FidelityFidelity's research identifies two filters that may help investors find better-performing active funds.
March 22, 2016
Beware of Models That Called It for RomneyMath drives an increasingly large number of investment portfolios. But as we learned during the financial crisis, models can and do break down.
March 22, 2016
15 Worst States for Retirement: 2016"Worst" is in the eye of the beholder, but these states present some challenges to retirees.
March 22, 2016
5 Questions Every Firm Should Ask About DOL Fiduciary RulePreparing for the fiduciary rule change now will hopefully reduce the time spent on compliance issues later, Nationwide Financial COO Kirt Walker says.
March 21, 2016
Top Portfolio Products: Janus Plans 4 Health-Related ETFsWhat do long-term care, obesity, fitness and organic food have in common? See Janus Capital's latest ETF plans.