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
The 2020 IA25: Michael Finke
By Ginger SzalaThe American College of Financial Services professor gives his advice on portfolio issues and client education during the coronavirus.
April 21, 2020
Millennial Investors Show Their Faith in Stocks: Q1 AnalysisNew self-directed and robo-advised accounts by investors of all ages soared, Apex Clearing reported.
April 21, 2020
Schwab-TD Ameritrade Deal 'on Track': CEO BettingerDespite lower expected net interest income and overall revenue, the firm says no layoffs are expected due to coronavirus.
April 20, 2020
COVID-19 Will Boost Interest in ESG Investing: NuveenCompanies' pandemic response will be a major determination of how they get graded in the future, the firm says.
April 20, 2020
Economic and Market Recoveries Are a Long Way Off: EconomistsBoth depend on effective treatments and a vaccine for COVID-19, J.P. Morgan's David Kelly and others say.
April 20, 2020
WisdomTree to Close and Liquidate 10 ETFs: Portfolio ProductsAlso, BNY Mellon launches an end-to-end tech solution for ActiveShares ETFs.
April 17, 2020
Most 401(k) Participants Staying Put Amid Volatility: MorningstarBut self-directed 401(k) investors were far more likely to make portfolio changes in Q1, Morningstar reported.
April 16, 2020
Schwab's Kleintop: Economy Still in 'Freefall' Despite a Few Promising SignsCaution still "makes a lot of sense" when it comes to making investments, he says.