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
SIFMA’s Bentsen: DOL Rule Will Have Unintended Consequences
By Bernice NapachSIFMA president also blasted the Obama administration's comments that the brokerage industry's business model "rests on bilking" clients.
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.
April 04, 2016
How to Increase Financial Literacy? Start Young, Train TeachersBy the time students reach college and take on heavy debt loads, valuable lessons have been missed, PwC warns.
April 04, 2016
Get Ready for Another Wild Ride in Q2: Schwab StrategistsLiz Ann Sonders, Brad Sorensen and Jeffrey Kleintop say to expect market conditions similar to Q1, including plenty of volatility.
March 31, 2016
Top 4 Stock Picks of a ‘Risk-Averse Contrarian’Mark Travis, co-founder of Intrepid Capital Funds, likes basic, boring businesses and undervalued securities.