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
Remote Workers Want Managed Accounts: Morningstar
By Michael S. FischerWorkers who use managed accounts tend to save more and have more efficient portfolios, Morningstar says.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 08, 2021
SoFi Plans to Go Public via SPACThe deal involves a special-purpose acquisition company and private investment combination, valuing the company at $8.65 billion.
January 07, 2021
State Street and Pimco Team Up in Launch of Cloud-Based Asset Platform: Tech RoundupMicrosoft and McKinsey are also involved. Meanwhile, Franklin Templeton teams with Vestwell on a new managed account offering.
January 07, 2021
Why a New TAMP for Small RIAs Has a Months-Long WaitlistSmall firms need "more than a call center," Manish Khatta, the quant behind Potomac's Union platform, tells ThinkAdvisor.
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 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.