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
Morgan Stanley to Close Global Opportunity Portfolio to New Investors: Portfolio Products
By Jeff BermanAlso, AdvisorShares launched the Pure US Cannabis ETF.
September 03, 2020
3 Post-Election Scenarios for Investors to Prep for: UBSUBS provided insights on readying portfolios for some possible election outcomes.
August 31, 2020
How ESG Data Affects Investors' Fund Choices: MorningstarEven during market turbulence, investors value sustainability considerations, researchers found.
August 31, 2020
Robinhood's Dark Side: Irate Traders, U.S. ProbeOver the first half of 2020, consumer protection agencies received 400-plus complaints about Robinhood -- roughly four times more than rivals like Schwab and Fidelity.
August 28, 2020
Investors Should Add 5-8 Year 'Cushion' to Retirement Plan: MorningstarMany people live longer than they think and are in danger of running out of money, a study finds.
August 28, 2020
LPL Adds YCharts to Vendor ProgramYCharts' investment research and related tools are now used by more than 5,000 RIAs.
August 25, 2020
Pershing Streamlines Alts Offerings for AdvisorsThe clearing and custodial firm has integrated its technology with the CAIS and iCapital Network platforms.
August 24, 2020
Shake-Up Coming to Dow Jones Industrial AverageThree firms — including a major energy player — are out, as their replacements join the 30-component index.