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
11 Mistakes Clients Make When Things Are Going Well
By Bryce SandersWhen the market is high, they might start to forget that long-term investing requires discipline.
July 07, 2025
Debate: Should 401(k)s Allow Private Equity Investments?A potential executive order would direct Labor and the SEC to identify ways to integrate nontraditional options.
July 02, 2025
4 Tax-Advantaged Alts Strategies Every Advisor Should ConsiderCertain private market investments can offer meaningful tax benefits that traditional assets like stocks and bonds simply can’t.
July 01, 2025
Orion, iCapital Expand Partnership to Improve Alternatives AccessThe collaboration gives independent advisors new access to institutional-grade tools, Orion says.
June 25, 2025
FINRA Seeks to Align BD, Advisor Portfolio Performance ProjectionsFINRA's board approved changes to its Communications With the Public rule to better align with the SEC's Marketing Rule.
June 18, 2025
Investors Seek Active Strategies, Professional Advice: NatixisFacing global conflict, inflation and policy uncertainty, investors are looking for support, research found.
June 17, 2025
BDs Demand a Revamp of These FINRA RulesFINRA is conducting a broad review, and firms aren't mincing words on the changes they'd like to see.
June 11, 2025
BlackRock, Goldman Scale Up Tax-Loss Harvesting in $3T SMA BoomFirms are layering on increasingly complex techniques to compete.