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 10 Social Security Myths: Part 2
By William MeyerDont let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
October 06, 2014
Family Offices Globally Show Significant Similarities: StudyThe average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
October 06, 2014
10 Commandments of Investor BehaviorPsychologist and behavioral finance expert Daniel Crosby provided 10 rules to manage your clients' investing behavior at FSIs Financial Advisor Summit.
October 02, 2014
Watch Out, Gundlach: Bond King Gross Could Rise AgainStudy showing "bond king" alpha declines as AUM rises suggests Gross can rise again via his new fund and that Gundlach should beware.
October 02, 2014
30 Best iPad Apps for Financial AdvisorsHere are advisors' favorite apps for networking, productivity, travel and more, according to ClientWise and its readers.
October 01, 2014
Dissecting John Bogle’s Anti-ETF BanterThe Vanguard founder often cites exchange-traded funds as a source of investor and market woes. Is that view warranted?
September 30, 2014
Bill Gross’ Departure: What Plan Fiduciaries Need to KnowPIMCO's Total Return Fund, previously managed by Gross, is a "pillar" of many 401(k) platforms. Will it stay that way?
September 29, 2014
Get the Word Out to Get Women In; Blending Active and Passive Strategies: October Investment Advisor Features—SlideshowFor our second annual womens issue, Investment Advisor spoke with several female executives and business owners for an inside look at the state of women in the industry.