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
Emerging Market Investing: India vs. China
By Amit AnandWhile China's growth has surged in the past decade, India is well-positioned to outpace it going forward.
March 10, 2021
How Custom Indexing Can Help Clients With Complex Tax NeedsCustom indexing will be widespread in five years, Patrick O'Shaughnessy predicts in an interview, and one reason is tax planning.
March 09, 2021
Fidelity Expands SMA LineupManaged accounts are "where we think the growth will be," Fidelity's senior VP of Portfolio Solutions says.
March 02, 2021
How to Prep Portfolios for Recovery as Stimulus Takes HoldWhere should you invest now? Here's what Hightower's chief investment strategist, Stephanie Link, recommends.
February 25, 2021
Joe Duran: 9 Ways to Help Clients Live Richly Instead of Dying RichHere's how to help clients live the lives they want, according to the head of Goldman Sachs Personal Financial Management.
February 18, 2021
Model Portfolios Keep Growing on Advisory PlatformsFinancial pros appreciate the added layer of discipline and oversight to investment decision-making, Natixis reports.
February 04, 2021
Why More Advisors Are Open to Outsourcing Investment ManagementMore advisors say that holistic financial planning is their core business purpose, a FlexShares study finds.
February 03, 2021
Schwab Exec Outlines Service 'Challenges,' Plans for ImprovementThe company is reviewing some decisions related to the TD Ameritrade integration to improve client service, CEO Bettinger says.