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
FINRA Reverses Schwab Class Action Waiver Decision
By Melanie WaddellSchwab violated FINRA rules by including class action waivers in customer account agreements, FINRA said.
April 23, 2014
Study Backs a Powerful Way to Manage Portfolio RiskDiversification across multiple asset classes is one of the most effective risk management tools available to investors, according to Manning & Napier.
April 23, 2014
Top 15 Cheapest States for Long-Term Care Costs: 2014Genworths 11th annual study provides data on the states with the lowest costs across a range of LTC services.
April 23, 2014
El-Erian Opens Up on PIMCO Departure, GrossMeanwhile, Bill Gross is "desperately trying" to bring the focus back to business, an expert says.
April 22, 2014
Jonathan Hoenig: Capitalist Pig, Ayn Rand Fan, Highly Successful ManagerThe founder of Capitalistpig Hedge Fund says Social Security is immoral, advisors are too risk-averse and hedge funds are unfairly blamed.
April 22, 2014
Why a Client’s Job and Location Are Critical to Portfolio BuildingFor optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
April 21, 2014
‘No Easy Way to Win’ in Today’s Market: ShillerIn tricky times like these, Yale economist Robert Shiller says, it's all about diversity and common sense.
April 21, 2014
Top 20 Richest Colleges for 2013: The Biggest EndowmentsOf the 835 colleges studied, endowments rose by an average of nearly 12% in the fiscal year ending in June 2013.