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
SoFi Plans to Go Public via SPAC
By Bernice NapachThe deal involves a special-purpose acquisition company and private investment combination, valuing the company at $8.65 billion.
January 06, 2021
Blanchett: 3 Important Wealth Sources Advisors OverlookYou can't build an optimal financial plan without considering these assets, Morningstar's retirement whiz says.
January 05, 2021
Bob Doll's 10 Predictions for 2021Stocks will keep rising despite having "borrowed" some of 2021's returns last year, Nuveen's chief equity strategist says.
January 04, 2021
SkyBridge Capital Launches Bitcoin Fund; VanEck Tries Again for a Bitcoin ETFThe fund is an opportunity for RIAs who can't own Bitcoin outright due to regulatory issues, SkyBridge founder Anthony Scaramucci tells ThinkAdvisor.
January 04, 2021
Invesco Introduces Its First Active Nontransparent ETFs: Portfolio ProductsAlso, the RIA Simplify Asset Management launched four themed ETFs.
December 30, 2020
Should You Fear Money Market Fee Waivers?Crane Data's president explains what's happening at Vanguard, Fidelity and Schwab, and what it means for advisors and clients.
December 30, 2020
Top Financial Resolutions for the New Year and How to Achieve ThemMoneyRates finds three out of five individuals plan to save more in 2021; many, though, don't know how to manage retirement finances.
December 28, 2020
21 Financial Goals for Clients in 2021A group of CPAs has some suggestions for investors to improve their financial lives.