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
Help Clients Diversify a Portfolio With Annuities
By John StevensonSome clients have nerves of steel. Others don't.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.
September 05, 2024
State Street Launches 3 New SPDR ETFsThe ETFs allow State Street to expand investment choices, the firm says.
September 03, 2024
How to Keep 'Worker Next Door' Clients on Track2023 Luminaries winner Mark Delp explains how he assuages clients' fears through regular communication, including handwritten letters.
September 03, 2024
New Ways to Help Clients Move Beyond the 60/40 PortfolioOptions-based, structured outcome strategies that precisely manage risk are stirring advisors' attention.
August 26, 2024
Fearmongering Over Retirement 'Ruin' Misses the Point: BlanchettA recent news headline warning of catastrophic risks in a popular strategy ignores an important truth, he says.
August 21, 2024
Solving the Decumulation DilemmaA retirement researcher looks at a different way to combine managed accounts with income protection.