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
Meet the 2022 Asset Manager of the Year Winners
By Ginger SzalaThe top active managers, picked by judges from Envestnet and ThinkAdvisor, stand out for their consistent ability to create alpha for investors.
June 15, 2022
Goldman, Citigroup, Bridgewater Leaders Imagine Markets in 2052Thirty years ago the internet was in its infancy. What will the next 30 years bring?
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
June 14, 2022
Death of the 60/40 Portfolio 'Exaggerated': LPL StrategistsRecent losses "have improved valuations for the 60/40 portfolio considerably," LPL Financial strategist Barry Gilbert and Jeffrey Buchbinder said.
June 13, 2022
Schwab to Pay SEC $186M Over 'No Hidden Fee' Claims for Cash-Heavy RoboIntelligent Portfolios' cash allocations, up to 29%, made money for Schwab while reducing returns, the SEC said.
June 09, 2022
From IPOs to Sudden Inheritances: Helping Clients Navigate the Hurdles of Cash WindfallsSudden wealth can pose unexpected challenges for clients.
June 07, 2022
11 New Findings on How 5 Million Americans Are Saving for Retirement: VanguardVanguard analyzed 5 million accounts to tease out how retirement investors' behavior has changed.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.