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
With New Year, Financial Advisors Will Need New Approach
By John BrettOne critical strategy that I see taking hold in 2015 is investor/advisor alignment.
December 02, 2014
House to Vote on Tax Extender Bill by ThursdayThe Tax Increase Prevention Act of 2014 will extend until year-end tax provisions that expired on Dec. 31, 2013.
December 02, 2014
Fidelity Partners With Robo-Advisor LearnVestDeal will give Fidelity IWS, National Financial advisors preferred pricing and educational tools to reach emerging and mass affluent clients.
December 02, 2014
High CEO Pay Equals Low Corporate Performance: GMO ReportA savvy portfolio manager wants to buy shares of companies focused like a laser beam on maximizing shareholder value, right? Not so, says GMO.
December 02, 2014
GOP Blasts User Fees Plan, Tells SEC to Boost Exams NowReps. Hensarling and Garrett give SEC Chairwoman White a Dec. 5 deadline to detail how agency will reallocate resources.
December 01, 2014
Volatility Goes Into HibernationVIX and S&P 500 have moved in opposite directions 80% of the time.
December 01, 2014
Hussman’s Returns, Like His Forecasts, Are Dismal: AnalysisIf a person can be too smart for his own good, portfolio manager John Hussman may be feeling the agony of high intelligence right now.
November 25, 2014
Top 10 Cybersecurity Trends for Financial Services in 2015Developments include threats to Middle East firms, war gaming and creation of fusion centers.