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
Now’s The Time for Active Investment Strategies, Advisors Say
By Michael S. FischerIn particular, advisors said passive ETFs were not a good way to capture high yield in the long term, according to an AB survey.
November 24, 2015
18 Funny Jokes for a Work Holiday PartyIf your phone dies, you might have to talk to people... Then what?
November 24, 2015
Ex-Morgan Advisor, in Unusual Move, Takes FINRA Arb Case to Federal CourtFew advisors appeal a FINRA promissory-note ruling because the odds of winning are slim; however, Laurie Facsinas case is different from most.
November 19, 2015
Activists Are Tough on Companies They Don't OwnTwo researchers measured activism by looking not at firms targeted by activists, but at the competitors of those firms.
November 18, 2015
Dangers of De-risking Portfolios in Retirement: FinaMetrica’s ResnikPaul Resnik shows that there are good arguments for actually increasing equity asset exposure around retirement, but Michael Kitces is skeptical.
November 18, 2015
Despite Bull Market, Americans Still Lack Financial ConfidenceAmericans are feeling less confident about their financial situation, with Social Security the top worry, according to Hearts & Wallets.
November 17, 2015
More Than 80% of Fund Managers See December Rate Hike: PollThat's up from October, when only 43% of managers predicted a hike this year, Merrill says.
November 17, 2015
Malkiel: Why Emerging Markets Investing Is Well Worth the RiskAdding emerging markets to a global portfolio could reduce risk, while CAPE data suggests EM could yield attractive long-term returns, Burton Malkiel writes on ThinkAdvisor.