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
Gold Heads for Biggest Gain Since 2010
By Bloomberg NewsIts 27% advance this year is tied to monetary easing, geopolitical risks and central bank purchases.
December 26, 2024
Who Will Vote on Fed Policy Next Year?The four new voters are based at regional banks in Boston, St. Louis, Kansas City and Chicago.
December 23, 2024
2 Big Takes on the Market in 2025The sentiment of Schwab and Fidelity analysts is mainly bullish — with caveats.
December 23, 2024
SEC Fines RIA Over Marketing Rule ViolationsAtlas Financial Advisors falsely claimed its Portfolio Shield strategies' hypothetical performance was validated by Morningstar, the regulator says.
December 23, 2024
Frontier Asset Launches 6 Active ETFsThe new exchange-traded funds operate on SEI's turnkey Advisors’ Inner Circle Fund series trust.
December 20, 2024
BofA Strategist Sees Shaky Market Sentiment as Fed PivotsMichael Harnett said earlier that investors should start putting more money into stocks outside the U.S.
December 20, 2024
InvestCloud Rolls Out ‘Game-Changing’ Account OfferingOne consultant says the new solution represents a significant breakthrough in private market investing.
December 20, 2024
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess FeesThe firms failed to give clients mutual fund sales charge waivers and fee rebates, FINRA says.