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
Wealthy Investors Seek Purpose-Driven Investments After Pandemic
By Michael S. FischerA new survey by UBS finds 9 in 10 investors want to align their investments with their values.
May 20, 2021
Advisors Missed Portfolio Opportunities After Election: InvescoHere's where the firm sees opportunities going forward.
May 10, 2021
J.P. Morgan Partners With Nationwide to Launch a Variable AnnuityAlso, 55ip and Principal Financial announce new partnerships with model portfolio providers Fidelity and Wilshire Advisors, respectively.
April 30, 2021
Andy Friedman: Tax Bill Is a Must-Do This YearBiden's "tax increases are going to accompany stimulus that is much greater than the tax increases themselves," says Friedman.
April 27, 2021
Mallouk: Capital Gains Tax Hike Could 'Devastate' Hedge Funds, Boost DAFsMallouk and other leaders of advisory firms told ThinkAdvisor how the proposal could affect client portfolios and estate plans.
April 22, 2021
Investing Has Gone Digital; Financial Planning Must Catch UpWhile the barriers to investing have never been lower, financial planning can be harder to come by for the average American.
April 08, 2021
Top 3 Qualities Clients Want in Their Advisor: CerulliCerulli and Phoenix Marketing surveyed 11,000 households to learn about their expectations.
April 08, 2021
10 Types of Investors Who Seek AdviceHere's a question you should ask every prospect to determine which type of investor they are and how you can help them.