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
Female Investors Approach Market on Their Own Terms: Survey
By Michael S. FischerE-Trade from Morgan Stanley looked at female trading trends for its quarterly study of experienced investors and traders.
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.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 23, 2022
Jeremy Grantham: War in Ukraine Means 'Risk Profile for Everybody Has Gone Up'"We have to be prepared for anything. The war bodes very badly for global growth and global trade, and for price increases," he says.
March 22, 2022
13 Funds to Buy for Your IRA: MorningstarRussel Kinnel, director of manager research, selected these funds as good fits based on their five-year tax-cost ratios.
March 21, 2022
Almost Half of Advisors Plan to Use Crypto: CerulliCrypto "will be a routine part of all diversified portfolios," says Ric Edelman, who adds that the sooner advisors get this, "the better."