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
Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep Option
By Dinah Wisenberg BrinNext year, custody, non-retirement brokerage accounts will convert and default to Fidelity's FCASH sweep holding option.
November 25, 2024
How Advisors Can Use Alts to Boost Portfolios, Gain New ClientsAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
November 06, 2024
S&P 500, Bitcoin Hit Peak as Trump to Retake White HouseThe market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy outcomes.
November 06, 2024
How 8 State Tax Ballot Questions Did in the PollsVoters made decisions on property, sales income and capital gains taxes.
October 31, 2024
What to Know About Investing in Private CreditThe private credit market has grown about 50% in four years. Should your clients invest?
October 30, 2024
Fixed Income Investors Should 'Brace for More Downside Volatility': Neuberger BermanBonds have sold off over the past month, pushing the U.S. 10-year yield above 4% for the first time since early August.
October 25, 2024
How to Navigate the Evolving ETF LandscapeInvestors' increasing demand for these products highlights the need for advisors to understand them in depth.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.