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
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits Rise
By Janet LevauxUBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
October 27, 2014
Taking Retirement Strategy PersonallyThe best retirement investment does not exist.
October 27, 2014
Stock Plunge Likely Remedy to Fix Fed’s Failures: AEI’s MakinFed watcher John Makin argues that monetary and fiscal policies have consistently failed to trigger growth or ward off a deflationary trend.
October 27, 2014
Schwab to Unleash No-Fee Robo-GiantSchwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.
October 27, 2014
Bob Rodriguez: New Great Recession Coming in 3 YearsThe country is treading a tenuous path toward another disaster of massive proportions, according to legendary fund manager Bob Rodriguez.
October 24, 2014
Alternative Bond Funds: What Advisors Need to KnowDifferent funds have radically different strategies and management arrangements, experts say.
October 24, 2014
Does the World Have Too Many Active Managers?Only a small subset of the active managers and the hedge funds are useful to society, Towers Watson's new think tank says.
October 24, 2014
SEC Wants Exchange-Traded Funds to Be Easy to TradeAn efficient-markets-fundamentalism model of the SEC is actually pretty good for predicting what the SEC will do. Except about insider trading, I guess.