Nation’s top Financial Advisors Outsource to Money Managers

This Envestnet study reveals that the nation’s top advisors “are more likely to outsource investment management to professional money managers than to create and manage portfolios for themselves.” Read full report

China A-Shares Could Soar Much Higher

Mainland China stocks, the so-called A-shares, have been outperforming the rest of the world’s emerging markets for months. As of June 9, the Shanghai Composite Index was up 58% for 2015 and the Shenzhen Composite Index was up an amazing … Continue reading

What can advisors do to better protect clients from cyber fraud?

Despite the fact that technology continues to evolve and security systems are improving, criminals are getting more sophisticated and thefts are becoming more common. What can you do to better protect your clients and practice? Fidelity’s guide “Help Protect Your … Continue reading

Author

Posted on

How to invest when the dollar is strong

Short-term dislocations aside, a stronger dollar should be pretty good for US equities in the bigger picture. For most of the 80s and into the 90s, it was a wonderful time to own US stocks in tandem with a very … Continue reading

Author

Posted on