Equities

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T. Rowe launches its first transparent active equity ETFs
INVESTING EQUITIES JUN 20, 2023
T. Rowe launches its first transparent active equity ETFs

The storied mutual fund complex was late to the exchange-traded fund game but has attracted $1 billion in ETF assets since launching its first suite of funds three years ago.

New bull market doesn't take recession off the table
INVESTING RIAS JUN 12, 2023
New bull market doesn't take recession off the table

Market watchers warn against falling for the head fake of a tech-driven stock market that isn't accurately reflecting broader economic risks.

Despite all the nay-saying, 60/40 is here to stay
INVESTING OPINION JUN 07, 2023
Despite all the nay-saying, 60/40 is here to stay

Although it lost nearly 16% in 2022, the 60/40 balanced portfolio has managed to deliver normal returns on average over longer time periods.

Nvidia stock spike shines light on ETFs offering AI exposure
INVESTING EQUITIES MAY 26, 2023
Nvidia stock spike shines light on ETFs offering AI exposure

As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.

Finra chair: Industry needs to improve disclosures about complicated investments
INVESTING EQUITIES MAY 18, 2023
Finra chair: Industry needs to improve disclosures about complicated investments

'We do it in a way where they're virtually unreadable,' Eric Noll, CEO of Context Capital Partners, said of disclosures at the Finra annual meeting.

Advisors stick with Treasuries despite political tension over debt limit
INVESTING EQUITIES MAY 08, 2023
Advisors stick with Treasuries despite political tension over debt limit

'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.

Financial advisors shun 'sell in May' — but still make the case for selling
INVESTING RIAS MAY 05, 2023
Financial advisors shun 'sell in May' — but still make the case for selling

History is on the side of sitting on the sidelines from May through October, but advisors say investing is not that simple.

Asset managers hash out the future of the 60/40 portfolio
INVESTING EQUITIES APR 27, 2023
Asset managers hash out the future of the 60/40 portfolio

For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.

First Republic plunges on report of buyers for new shares
INVESTING EQUITIES APR 27, 2023
First Republic plunges on report of buyers for new shares

The firm's advisors have lined up possible purchasers of new shares in the bank as part of a rescue plan.

Schwab's Liz Ann Sonders says return to normal could be a rocky ride
INVESTING EQUITIES APR 26, 2023
Schwab's Liz Ann Sonders says return to normal could be a rocky ride

Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.

Financial advisors wave the caution flag in client portfolios
INVESTING RIAS APR 20, 2023
Financial advisors wave the caution flag in client portfolios

Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.

Financial advisors are jumping on the bull market bandwagon
INVESTING RIAS APR 11, 2023
Financial advisors are jumping on the bull market bandwagon

As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.

American Funds gets the trophy at Lipper Awards
INVESTING EQUITIES MAR 24, 2023
American Funds gets the trophy at Lipper Awards

In the economic aftermath of the pandemic, some strategies performed better than others.

How stocks of wealth management firms are holding up this year
INVESTING EQUITIES MAR 24, 2023
How stocks of wealth management firms are holding up this year

Focus Financial is going private. There’s a banking crisis. What has the impact been on these companies?

570 funds and ETFs had exposure to SVB, including ESG products
INVESTING EQUITIES MAR 14, 2023
570 funds and ETFs had exposure to SVB, including ESG products

While allocations to the bank's stock were very low among almost all funds, they were slightly higher among sustainable products, according to Morningstar.

Banks on the bubble after SVB failure
INVESTING EQUITIES MAR 14, 2023
Banks on the bubble after SVB failure

Here are 8 bank stocks that have been whipsawed recently in the wake of the collapse of Silicon Valley Bank.

First Republic sells off as regional banks remain under pressure
INVESTING EQUITIES MAR 13, 2023
First Republic sells off as regional banks remain under pressure

Shares of regional lenders started the week by selling off, with First Republic down 67%, after Friday's collapse of SVB Financial and Signature Bank's seizure by regulators over the weekend.

Advisors flock to ETF that upends traditional value investing metrics
INVESTING RIAS MAR 07, 2023
Advisors flock to ETF that upends traditional value investing metrics

Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.

Wealthfront introduces individual stock picking
INVESTING EQUITIES MAR 01, 2023
Wealthfront introduces individual stock picking

Investors can now buy and sell stocks and fractional shares with zero trading commissions, marking a shift from the company's previous emphasis on the value of passive investing.

Institutional investors lean into active management, despite trend toward passive
INVESTING EQUITIES MAR 01, 2023
Institutional investors lean into active management, despite trend toward passive

A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.