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
The SEC Is Broken
By Melanie WaddellA decades-old law and the origin of new commissioners stymies consensus building and rulemaking at the Securities and Exchange Commission.
November 24, 2014
Best Places for Commercial Real Estate Investments: Office SectorIn the post-recession period, a significant value gap has emerged between the top tier urban centers and the rest of the country.
November 22, 2014
3 Reasons to Go From Hedge to Mutual FundWhy would a fund manager trade the freedom and fees of a hedge fund for the constraints of a mutual fund? Here's one manager's reasoning.
November 21, 2014
Top Portfolio Products: China Bond ETF From Global XAssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
November 20, 2014
What to Say When a Client Asks, ‘How Am I Doing?’Are you prepared to have a year-end conversation with your clients?
November 20, 2014
10 Job Skills Employers Want From College GradsWhat employers are looking for is not so much a specific major but a set of skills that are sorely lacking in the job market.
November 19, 2014
12 Best Cities for Successful Aging: 2014There's more to a good place to retire than a sunny climate. The Milken Institute's 84-factor ranking yields some surprising findings.
November 18, 2014
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014The third quarter saw several firms get hit with problems, while others were able boost their financial results.