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
RCAP Says Some Selling Deals Have Resumed as Execs Buy Company Stock
By Janet LevauxThe nontraded REIT distributor stays mum on which broker-dealers have changed their sales policies on ARCP products.
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.
November 17, 2014
10 Scariest States Ranked by Pension PromisesIf the nation had an actuary-in-chief examining state pension systems, he'd have to declare the state of the states bleak.