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
Asset Allocation
By Staff WriterBehind the Numbers, with Sam Stovall "We're in a correction mode right now. The market has declined 10% to 20% from the S&P 500's closing high...
July 01, 2010
Same Music, Different Tune as Stocks Stumble in Q2: Searching for Alpha for July 2010President Obama's handling of the financial crisis brought about considerable angst among market professionals.
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
July 01, 2010
The Compliance Coach: An IPS Happy MediumInvestment advisors should have a policy whereby they obtain (and maintain) sufficient information regarding the client's circumstances so as to demonstrate that the firm managed...
July 01, 2010
The Green Advisor: Food for Thought From a TragedyA few years ago, British Petroleum officially changed its name to the simpler BP, a point that seems to have been lost on many officials...
July 01, 2010
The Technology Coach: It's Mid-Summer Technology Review TimeAh, summer! For all of us, now is the time to take a step back and enjoy a well-deserved break. For advisors, however, the slightly-less...
July 01, 2010
The High-Performance Coach: The Five Myths of Professional NetworksAs an advisor, have you ever had a business relationship with a CPA or an attorney that is the professional equivalent of unrequited love? Do...
June 29, 2010
Russell, Research Affiliates Plan Fundamental Index SeriesRussell Investments, a strong proponent of market-capitalization-weighted indexes, has joined with Research Affiliates (RA) to launch a new index series based on RA's Fundamental Index methodology, the two firms announced on Friday, June 25.