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
Final Days to Nominate for the 2025 Luminaries Awards
By Janet LevauxSubmit a nomination for ThinkAdvisor's 2025 Awards before the deadline on Aug. 11. There's no cost to participate.
July 14, 2025
Learn All You Need to Know About the New Tax LawOn July 23, Professors William Byrnes and Robert Bloink will dig into Trump’s "One Big Beautiful Bill."
July 10, 2025
How to Mitigate Rather Than Magnify Clients’ Retirement WorriesThe best advisors present multiple options for funding retirement, including annuities, and do so without bias.
July 07, 2025
Debate: Should 401(k)s Allow Private Equity Investments?A potential executive order would direct Labor and the SEC to identify ways to integrate nontraditional options.
July 02, 2025
4 Tax-Advantaged Alts Strategies Every Advisor Should ConsiderCertain private market investments can offer meaningful tax benefits that traditional assets like stocks and bonds simply can’t.
July 01, 2025
Orion, iCapital Expand Partnership to Improve Alternatives AccessThe collaboration gives independent advisors new access to institutional-grade tools, Orion says.
June 25, 2025
FINRA Seeks to Align BD, Advisor Portfolio Performance ProjectionsFINRA's board approved changes to its Communications With the Public rule to better align with the SEC's Marketing Rule.
June 18, 2025
Investors Seek Active Strategies, Professional Advice: NatixisFacing global conflict, inflation and policy uncertainty, investors are looking for support, research found.