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
RIAs’ Market Optimism Ticks Up: Survey
By Michael S. FischerYet 48% still see a moderate or high likelihood of recession within a year, Security Benefit found.
January 17, 2025
Ignore the Daily Trump Noise, Focus on the Long Term: TradersKeep cash on hand and pounce if he sets off short-lived market movements, they advise.
January 17, 2025
BlackRock In-Plan Annuity Program Attracts $16B in AssetsEquitable and Brighthouse will provide the streams of lifetime income.
January 14, 2025
Buffer ETFs vs. Annuities: Which Are Better for Retirement Income?These defined outcome ETFs pair some annuity-like benefits with greater flexibility.
January 14, 2025
Share of Advisors Using Crypto Doubled in 2024: SurveyTwenty-two percent of survey respondents said that they had allocated to digital currency in client accounts.
January 08, 2025
Private Markets Access Is a Must-Have for RIAs: OptoJake Miller, the platform's co-founder, advocates broadening the client base for high-quality private investments.
January 08, 2025
AllianzIM Launches Two 'Funds of Funds' Buffered ETFsThe two new exchange-traded funds offer a laddered approach comprising multiple underlying buffered funds.
January 07, 2025
Big-Tech Love and Fear Fuel Record Boom for Invesco ETFsStill, the firm was a distant third behind Vanguard and BlackRock in terms of 2024 asset flows.