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
TD Ameritrade vs. Schwab: The Latest Quarterly Earnings
By Janet LevauxAs they prepare to merge, TD reports daily average trades of 3.4 million in the latest quarter vs 1.6 million at Schwab.
July 27, 2020
DOL Plan to Limit ESG in 401(k)s Draws Growing OppositionAlso, trade groups and House Democrats criticized the rule's unusually short comment period.
July 27, 2020
Gold Climbs to Record High; $2,000 Mark in Sight: UBSMark Mobius is also bullish on the yellow metal.
July 27, 2020
Global Beta ETFs Adds 2 Factor-Based ETFs: Portfolio ProductsAlso, Van Eck Merk Gold Trust lowered its fee.
July 24, 2020
Wealthy Investors Say They'll Adjust Portfolios After Election: UBS PollNearly half of American respondents said this, versus 61% globally.
July 24, 2020
The One Big Question Ric Edelman Is Hearing NowHe tells ThinkAdvisor how he answers that question and weighs in on rollovers, Reg BI and the proliferation of advisor podcasts.
July 23, 2020
Techies Cheer Fava's Move to Envestnet"She has her finger on the pulse of what actually matters" to advisors, Gavin Spitzner tells ThinkAdvisor.
July 23, 2020
401(k) Plans Still Make Sense: Jeff LevineJeff Levine of Buckingham Wealth Partners responds to Aaron Brown's controversial Bloomberg Opinion piece.