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
How to Prep Portfolios for Recovery as Stimulus Takes Hold
By Stephanie LinkWhere should you invest now? Here's what Hightower's chief investment strategist, Stephanie Link, recommends.
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.
February 02, 2021
SEC Creates New Senior Role Focused on Climate Change, ESGSatyam Khanna, a former counsel to ex-Commissioner Robert Jackson, will be the agency's first senior policy advisor on climate and ESG.
February 01, 2021
How Ace Stock Picker John Buckingham Reacted to GameStop SqueezeThe longtime value investor tells ThinkAdvisor some of his 2021 stock picks and discusses why he's optimistic now.
February 01, 2021
State Street to Liquidate 10 ETFs: Portfolio ProductsAlso, SEI has introduced core direct indexing strategies for advisors.
January 29, 2021
El-Erian Raises Concerns About GameStop 'Contagion' as Stocks DipMohamed El-Erian of Allianz says he is "troubled" by the stock's run-up "because it is enabled by very distorted financial conditions."
January 29, 2021
Your Client Wants to Buy GameStop. What Do You Say?Advisors need to be a sobering, stabilizing influence when market mania gets out of hand.