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
Smart Beta Strategy Is Ripe for a ‘Crash’: Research Affiliates
By Bernice NapachSmart beta has performed well because of its growing popularity, not its actual strategy, a Research Affiliates report says.
February 23, 2016
The Annuity 99% of Clients Should Avoid (and One That’s Better): Jane Bryant QuinnThe longtime personal finance commentator tells ThinkAdvisor about the type of annuity she has a new respect for and one that should give clients pause.
February 23, 2016
Global Investor Confidence Mixed After ‘Interesting’ February: State StreetEuropeans' confidence dropped sharply while North American and Asian investors were actually more optimistic this month, State Street said.
February 22, 2016
Deutsche Bank Analyst Kept Some Doubts to HimselfDon't put incriminating things in writing to yourself. What is the purpose of that?
February 22, 2016
DOL Fiduciary Rule Will Accelerate Broker-Dealer ClosingsThrow in continued stock market weakness and many BDs, especially smaller ones, will be forced to close their doors.
February 22, 2016
House Speaker Ryan: DOL Fiduciary Rule Could Block 7 Million IRAs From AdviceRep. Paul Ryan tweeted Monday that "up to 7 million IRAs wouldnt qualify for advice" under the DOL rule and vowed to stop it.
February 19, 2016
Investors May Keep Assets on Sidelines for Much of 2016A Spectrem Group white paper shows that investors entered 2016 with a preponderance of caution and an expectation of volatility.
February 19, 2016
FBI Raids Office of Texas REIT; Trading HaltedLawyers bearing class action suits are circling the United Development Funding IV REIT.