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
Mutual Fund, ETF Fund Flows Rebound in October: Morningstar
By Michael S. FischerSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.
November 17, 2021
Active Share Fails to Identify Winning Funds: MorningstarA new report found that relatively high fees and high risk contribute to the disappointing performance of high active share funds.
November 17, 2021
Gary Shilling: 'Stocks Are Way Overpriced'In the latest installment of our 10 Questions series, the economist and investment advisor warns investors to be cautious.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 17, 2021
Goldman's Solomon Says Market Greed Is Now Outpacing FearIf interest rates move up that "will take some of the exuberance out of certain markets," Goldman Sachs' CEO said.
November 16, 2021
World's 25 Biggest Wealth Management Firms by AUM: 2021Aite-Novarica Group crunched the numbers on big broker-dealers, wirehouses and other firms.
November 15, 2021
Self-Directed 401(k) Balances Held Steady in Q3: SchwabBalances averaged $341,068 in the third quarter, a 12.8% increase year over year and a 2% decrease from Q2, the firm reported.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.