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
Top 9 Investor Threats for 2015: NASAA
By Melanie WaddellState regulators are seeing classic threats to investors morph into new or altered dangers, many fueled by the Internet, says NASAAs president.
November 13, 2014
Hennessy Funds’ Chief Sees Dow at 20,000, ‘Loves’ JapanWith the yield on the Dow at nearly 2.2%, Neil Hennessy says hes not going out on a limb in forecasting a continuance of the bull market.
November 13, 2014
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and TrustsAn advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
November 12, 2014
What’s Your Client’s ROI? New Tech Tool Adds up the ScoreRedtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
November 12, 2014
BlackRock’s Rieder Fund Snags PIMCO AssetsRieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.
November 11, 2014
Tiger 21 Investors Allocate More to Cash, Private EquityUltra-wealthy investors are looking for more security now while preparing for the next investing opportunity.
November 09, 2014
Unpopular Stocks Beat Popular Ones: StudyThe hottest stocks are riskier and produce lower returns than their less popular counterparts, say Roger Ibbotson of Yale and Tom Idzorek of Morningstar.
November 07, 2014
Top Portfolio Products: PowerShares Adds Commodity Strategy to ETF LineupFirst Trust, Northern Trust, Cambria ETF Trust and ARK also launched ETFs.