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
Active Investors See Opportunity in Current Volatility: Fidelity Poll
By Michael S. FischerThe latest Fidelity Traders Summit poll gauges the favorite sectors of frequent traders and what they think the future holds for the S&P.
October 17, 2014
5 ‘Whys’ for Commercial Real Estate InvestingCommercial real estate is a unique asset class that warrants consideration by investors given its many benefits.
October 16, 2014
Saudis Sitting Pretty in Global Oil Price PlungeTheres still only one country in a position to choose winners and losers in the global market: Saudi Arabia.
October 15, 2014
Wells Fargo Compliance Officer Altered Doc After Insider Trader Slipped Through Cracks: SECDocument was changed to cover mistakes in reviewing brokers illegal Burger King trades, SEC says.
October 15, 2014
Betterment Allies With Fidelity to Launch Betterment Institutional for AdvisorsPlatform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
October 14, 2014
The Powerful Impact of Investor Behavior on Long-Term ReturnsAdvisors need to manage investors fears to help them avoid irrational decisions during times of high market volatility.
October 14, 2014
How Active Investing Can Keep Portfolios Healthy: OsterweisA white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
October 14, 2014
The Bizarre Recruiting Case of Alfonso MontoyaA $150 million book of business Wells Fargo promised him never materialized and then the wirehouse took him to arbitration.