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
Vanguard’s Gain Is Wall Street’s Pain as Billions Leave Financial Industry
By Eric BalchunasWhile Washington has long been debating how to reform big Wall Street banks, Vanguard Group is quietly doing just that.
November 30, 2015
The Next Financial Crisis: When Will We Get Burned?Are we stoking an out-of-control fire? Asks Alexei Bayer.
November 30, 2015
Experts: ‘Post-DOL World’ Is ComingThe FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
November 30, 2015
Annuity Wars Highlight Rift Between FactionsAre annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.
November 30, 2015
Why Critical Thinking Is in Short SupplyAn illusion of causality can trip up even trained pros, Bob Seawright says.
November 30, 2015
Messy Realities of Life and InvestingNothing explains everything, and no tool is perfect.
November 30, 2015
9 Best U.S. Cities for Advisors to Find Clients: 2015These cities have the highest number of wealthy households with the fewest advisors to serve them.
November 25, 2015
Don't Rule Out the BRICsAnalytically sound concepts need not always translate into durable investment approaches -- and for good reasons