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
InvestmentView Gets Lipper Data
By Nancy R. MandellThomson Reuters announced today the addition of Lipper fund classification data to InvestmentView, its online wealth management product.
May 07, 2009
Grail Advisors Launches First Active Multi-Manager ETFGrail Advisors announced May 7 that trading of the new Grail American Beacon Large Cap Value ETF has begun on the New York Stock Exchange under the symbol GVT.
May 05, 2009
Schwab Fund Fees ReducedCharles Schwab Investment Management announced that it has made a permanent move to lower expenses, simplify share classes, and lower minimum investment levels to $100 for all of its Schwab equity index funds.
May 01, 2009
Who Caught the Rally?: Searching for Alpha, May 2009The huge equity gains in April were a welcome respite from recent volatility.
May 01, 2009
Game ChangerIf you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...
May 01, 2009
Asset AllocationBehind the Numbers, with Gail Dudack In the April 8 release of Direct from Dudack, her intermittent one-page report on economic events, Gail Dudack asked, "When...
May 01, 2009
How Things Are ChangingBill Crager has a unique vantage point from which to watch the investing mindset of advisors. As president and co-founder of Envestnet, which provides front-...
May 01, 2009
Numerology: No One WayDC Research and Practical Perspectives, two research companies headed, respectively, by Dennis Gallant and Howard Schneider, released in April their most recent findings--"Examining Best Practices...