Equities

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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.

With recession looming, advisors prepare for the worst
INVESTING RIAS FEB 21, 2023
With recession looming, advisors prepare for the worst

Clients are being advised to build up their cash positions, reduce equity risk and load up on high-quality fixed income.

Advisors' worst fears coming into 2023 proving groundless, so far
INVESTING RIAS FEB 17, 2023
Advisors' worst fears coming into 2023 proving groundless, so far

A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.

Vanguard goes against the grain by shuttering alternatives fund
INVESTING EQUITIES FEB 15, 2023
Vanguard goes against the grain by shuttering alternatives fund

The mega fund complex known for passive strategies is removing two active mutual funds from its lineup.

Fund companies, in no-win situation, test shareholder proxy voting
INVESTING EQUITIES FEB 10, 2023
Fund companies, in no-win situation, test shareholder proxy voting

BlackRock, Schwab, Vanguard and State Street could be inviting a political backlash with proxy voting campaigns aimed at avoiding a political backlash.

Bucking the trend: Why some advisors refuse to outsource investment management
INVESTING RIAS FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

In 'hell freezes over' moment, American Funds pairs up with passive ETFs
INVESTING RIAS FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.