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
Diversification Is Futile; Economy a ‘House of Cards’: Axel Merk
By Gil WeinreichInvestors cannot rely on traditional investment principles at a time when government and consumers have a common interest in currency debasement, says Axel Merk.
June 04, 2014
FINRA Fines Barclays, Merrill, Goldman Over Inaccurate ‘Blue Sheet’ DataFINRA fined the banks $1 million each for failing to provide complete and accurate information about trades performed by the firms and their customers.
June 03, 2014
Millionaires’ Top 5 Investing MistakesDeVere Group asked 880 global high-net-worth clients to identify the biggest investing mistake they made before they decided to get help from a professional.
June 03, 2014
3 Steps to Moving Your Book to Fee-BasedConverting to fee-based was the hot trend in the 90s, yet advisors still seek help getting skeptical clients on board, SEIs John Anderson says.
June 03, 2014
30 Worst Paying College Majors: 2014College is expensive and, unfortunately, many honorable courses of study lead to jobs with relatively low pay.
June 02, 2014
Top 12 Tech Trends Impacting Advisors: Mary MeekerAnalyst Mary Meeker draws attention to everything from social media to cybersecurity in her latest talk.
May 30, 2014
Which Is the Smartest Smart Beta: Equal or Fundamental Weighting?Research Affiliates weighs in on the alternative indexing debate among smart-beta proponents.
May 30, 2014
5 Reasons You Don’t Get More ReferralsWith all the pressure to hit your numbers and generate commission, its easy to lose sight of whats important: relationships.