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
Schwab's Direct Indexing Platform to Launch in April
By Janet LevauxSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.
March 29, 2022
Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns"The worsening macro backdrop and market-unfriendly Fed make sustained U.S. equity gains unlikely," the strategists said.
March 29, 2022
10 Talking Points for Clients Who Think 'Bonds Are Boring'Here are some helpful conversation starters to get clients to follow your advice on asset allocation.
March 28, 2022
Female Investors Approach Market on Their Own Terms: SurveyE-Trade from Morgan Stanley looked at female trading trends for its quarterly study of experienced investors and traders.
March 28, 2022
11 Ways to Make the Case for Total Return StocksHere are a few key points and things to look for when advising investor clients on these investments.
March 28, 2022
Goldman, JPMorgan Strategists Say Equities Can Weather Bond RoutA growing number of money managers are betting equity indexes have already largely priced in bearish bond moves.
March 28, 2022
Top 10 ETF Trends of 2022400 fund managers, institutional investors and advisors share their current concerns, including ETF performance and fees.
March 25, 2022
10 Growth Trends in Wealth Management Today: BroadridgeRecent industry analysis highlights investor client interest in cryptocurrencies, model portfolios, ESG offerings and more.