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
Cost Basis Reporting: The Gift That Keeps on Giving
By Dan SkilesCost basis reporting continues its march to full implementation.
November 24, 2014
The SEC Is BrokenA decades-old law and the origin of new commissioners stymies consensus building and rulemaking at the Securities and Exchange Commission.
November 24, 2014
RCAP Says Some Selling Deals Have Resumed as Execs Buy Company StockThe nontraded REIT distributor stays mum on which broker-dealers have changed their sales policies on ARCP products.
November 24, 2014
El-Erian Tells Investors to Sell StockThe Allianz economic advisor sees a bumpy road ahead and warns investors to keep some "dry powder" on hand.
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?