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
Target-Date Mutual Funds Continue Gains, Ibbotson Reports
By Ron PechtimaldjianAs target-date funds increase in popularity with investors, Ibbotson Associates said these funds experienced their fourth consecutive quarter of positive gains during the first quarter of 2010.
April 20, 2010
Venture Capital Fundraising Slowed in Q1 2010Venture firms raised $3.6 billion from 32 funds during the first three months of the year, a 31% decline by dollar commitments and a 44% drop by number of funds year over year.
April 20, 2010
FINRA to Investors in Reverse Convertibles: Caveat EmptorWhile the high yields are attractive for some investors, it is essential to understand all of the risks behind the high yields of reverse convertibles. Enter with eyes wide open.
April 15, 2010
Pershing Adds Assessment Tool for RIAsWeb-based business evaluator is called Healthcheck
April 15, 2010
New Toolkit Helps Advisors Build BusinessCommonwealth Financial Network has just rolled out Four-Corner Marketing, a multifaceted toolkit intended to help independent financial advisors grow their businesses.
April 14, 2010
BarclayHedge Offers SEC-Compliant Video ServiceBarclayHedge TV will allow its registered managers of hedge funds, funds of funds and managed futures products to create and make available videotaped presentations online for current and prospective investors.
April 13, 2010
New ProShares ETFs Focus on BiotechTwo new ETFs with leverage provide long or inverse exposure to the U.S. biotechnology sector.
April 09, 2010
Latest ETF Resource Guide Now AvailableiShares has just published the latest edition of its quarterly ETF Managed Solutions Guide for financial advisors to help them identify third-party managers (TPMs) who offer model ETF portfolios.