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
Private Markets Access Is a Must-Have for RIAs: Opto
By Dinah Wisenberg BrinJake Miller, the platform's co-founder, advocates broadening the client base for high-quality private investments.
January 07, 2025
Addepar Seeks Funding at $3.25B ValuationOver $7 trillion in assets are managed by its platforms, which organize investment data and monitor portfolios.
January 03, 2025
Whipsaw BOI Rulings Leave Business Owners DizzyMost American business owners were to become subject to a Jan. 1 deadline to submit beneficial ownership information reports.
January 02, 2025
BlackRock, PGIM Add to Buffer ETF LineupsThese funds, also known as defined outcome ETFs, now have nearly $50 billion in assets.
January 02, 2025
How $10K Fared in 2024 Across a Range of Standout InvestmentsThe U.S. saw a surge of 67% in an index tracking the Magnificent Seven megacap tech firms.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 31, 2024
Treasurys See Hoped-For Rally Fizzle in Another Lagging YearThe poor performance is due to a resilient economy that forced investors to abandon big bets on monetary easing.
December 31, 2024
Gold Heads for Biggest Gain Since 2010Its 27% advance this year is tied to monetary easing, geopolitical risks and central bank purchases.