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
High-Net-Worth Women Open to Alts if Advisors Recommend Them: Survey
By Dinah Wisenberg BrinTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
May 08, 2026
11 High-Dividend ETFs for Passive Income in 2026: MorningstarDividend yield isn't the only factor to consider, Susan Dziubinski writes.
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
May 06, 2026
Oppenheimer in Hot Water for Miscategorizing CMOs: FINRAThe firm was fined $250,000 for identifying securities from private entities as government agency bonds.
May 01, 2026
Leaders Seek to Address 'Big Question Mark' Around Private MarketsAdvisors and investors need more education and also more consistent, transparent reporting, private credit executives say.
April 28, 2026
Vanguard Launches 4 Target-Maturity Bond ETF PortfoliosThe models use 10 of the asset manager's corporate bond exchange-traded funds.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.