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
Traditional Indexing Delivers Below-Average, Not Average, Returns
By Gil WeinreichA Research Affiliates study questions a cherished tenet of index investing namely, that it produces market-based returns.
February 26, 2014
12 Best & Worst Broker-Dealers: Q4 Earnings, 2013Some of Wall Street's major players haven't been able to turn their results around, but others are putting their troubles behind them.
February 25, 2014
Matching Clients’ Asset Location With Their Asset AllocationTaking a holistic approach to your clients portfolio(s) is the only way to successfully maximize returns, not to mention you'll be adding value.
February 24, 2014
Diversified Growth Funds: Another British Invasion?It remains to be seen if Britain's newest financial innovation, diversified growth funds, will survive a trip across the pond.
February 24, 2014
The Hidden Danger in Asset Class InvestingFocusing on the big picture led investors astray during the financial crisis.
February 24, 2014
Finke: Should Retirees Be Stocking Up on Stocks?The conventional wisdom of retirement portfolios is to gradually reallocate away from stocks with age. But new research says otherwise.
February 24, 2014
In Iranian Oil Market, Timing Is EverythingAdvisors whose clients invest in shipping or oil might want to keep an eye on the situation in Iran.
February 21, 2014
Fidelity’s Morrison to Succeed O’Hanley as Investment ChiefCharles Morrison most recently was head of Fidelitys $750 billion fixed income division.