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
Active Asset Allocation Is a Prudent Strategy, Paper Says
By Michael S. FischerActive Asset Allocation Is a Prudent Strategy, Paper Says
July 02, 2010
Jeff Montgomery Named Chairman of AFAMcompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
July 01, 2010
Asset AllocationBehind 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
Five Invesco PowerShares' ETFs Get New Names, IndexesAs of July 1, five Invesco PowerShares' 120 ETFs have new names and are linked to new indexes. Their ticker symbols remain unchanged.
July 01, 2010
Goldman Sachs Rolls Out New Global Fixed Income FundGoldman Sachs Asset Management, L.P. (GSAM) launched the Goldman Sachs Strategic Income Fund on Thursday, July 1.
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...