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
Wealthy Taking More Control of Their Finances, Barclays Finds
By Michael S. FischerU.S. high-net-worth investors have emerged from the recent financial crisis pessimistic about the American and global economies and with less trust in Washington's ability to manage financial crises.
May 20, 2010
Lipper Research Finds Islamic Funds' Results Are Sharply HigherIslamic funds invested in the Gulf Cooperation Council (or GCC, which includes several Arab states on the Persian Gulf) sharply improved their position in Lipper rankings, according to a recent report.
May 20, 2010
Fidelity Says 401(k) Contributions and Balances IncreaseFidelity Investments, the nation's largest provider of workplace retirement savings plans, reported Wednesday, May 19, that its average account balance rose 41% to $66,900 by the end of first quarter of 2010.
May 17, 2010
Vanguard Research Paper States the Case for Bond DiversificationIn recent months, investors have been peppering Vanguard with questions about how they should react to prospects of rising interest rates.
May 13, 2010
Financial Reform, GDP, Goldman, and the Fed: Editor's Choice for the Week of April 26, 2010What's happening this week
May 13, 2010
Retirement Plan Advisor, August 2009: Stable Value as QDIA Up for Debate AgainNow that the retirement finance dialogue has once again shifted to the need for Americans to put their money into secure investment vehicles, stable value funds are on the menu.
May 13, 2010
Advisors Haven't Given Up on Managed AccountsNew Cerulli report finds few advisors changing allocation to managed account programs.
May 13, 2010
Lessons From the Crisis--Chris DavisMorningstar founder, chairman, and CEO Joe Mansueto kicked off the 2009 Morningstar Investment Conference by noting the great challenges of the past year for all investors.