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
Will Active Share Be the Robo-Advisor Killer?
By Bob ClarkResearch shows that fund managers who don't blindly follow their bogeys can outperform. Picking them can justify your advice, and your fees.
February 05, 2016
Chicago Stock Exchange Says It’s Being Sold to Chinese-Led GroupChongqing Casin, a property and investment firm, has agreed to the deal, with the sale expected to close in the second half of 2016.
February 05, 2016
Gundlach: ‘Frightening’ to See Financial Stocks So LowThe DoubleLine CEO says hes buying foreign currencies for the first time in five years.
February 05, 2016
Morningstar’s ‘Unloved’ Mutual Funds Flirt With ContrariansInvesting in the previous year's unloved" funds is a surprisingly resilient strategy, says Morningstars Russell Kinnel.
February 02, 2016
20 Wealthiest Places in AmericaIf you want to build your roster of high-net-worth clients, these are the towns you should be targeting.
February 02, 2016
Best Finance Tweets of the Month: January 2016Small children argue with Janet Yellen, Wu-Tang Financial endorses a presidential candidate, and Jeffrey Kleintop quotes Flock of Seagulls.
February 01, 2016
A ‘Big Short’ Lesson About Bond LiquidityRisk analysis can benefit from tuning out the crowd.
February 01, 2016
Don’t Worry About Asia or China. Do Worry About Saudis and Mideast: Ian BremmerThe bemused markets observer suggests shorting Europe; no Brexit but maybe a Grexit, and sees possibility for more states to fail in Middle East.