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
12 Worst Financial Advisors in America: 2014
By Dan BermanStealing huge sums from clients and bilking military veterans and disaster victims are just some of these advisors' egregious actions.
September 22, 2014
FINRA’s Big-Brokerage Loyalty Revealed in New Bonus Plan: LawyerThe proposal, which curtails mandatory disclosures, should "leave no doubt" where FINRAs loyalties lie, lawyer Patrick Burns says; recruiter Jon Henschen argues disclosure is pointless.
September 19, 2014
3 Tips to Avoid Social Media Compliance ProblemsNo matter what social media platform advisors use, here are some important tips for staying compliant.
September 19, 2014
JPMorgan’s Kelly: U.S. Economic Recovery ‘Like an Irish Summer’Recovery has been damp and disappointing, David Kelly says, but decline in unemployment is encouraging. If only the housing market would recover
September 19, 2014
Gene Fama: When’s the Right Time for Active Investing? NeverThe Nobel laureate remains a true believer in efficient markets and passive investing and blasts behavioral economists who "dredge for anomalies."
September 18, 2014
BlackRock’s Koesterich: 3 Strong Headwinds Hampering U.S. EconomyAt Morningstar ETF conference, BlackRock and iShares chief investment strategist sees demographics, debt and wage stagnation keeping GDP growth in check.
September 17, 2014
Gundlach: Inflation Worries ‘5 Years Too Early’DoubleLine CEO Jeffrey Gundlach says the market is not terribly concerned on the long end when it comes to interest rates.
September 17, 2014
PIMCO’s Gross Used $45 Billion in Derivatives to Lift Fund GainBill Gross is relying on derivatives rather than Janet Yellen to raise his returns on government bonds.