Equities

Displaying 2721 results
S&P 500 slides, taking out chart supports
INVESTING EQUITIES SEP 23, 2022
S&P 500 slides, taking out chart supports

As the spillover from the UK's proposed tax cuts washed into the US stock market, the index posted its fourth consecutive day of losses.

Pension funds fixate on climate change
INVESTING EQUITIES SEP 21, 2022
Pension funds fixate on climate change

A survey of pension fund managers responsible for nearly $2 trillion worth of assets shows asset allocation decisions are being driven by a focus on climate change and a search for yield.

Taking RMDs in the form of stock
INVESTING EQUITIES SEP 20, 2022
Taking RMDs in the form of stock

Clients don't have to sell stocks in their individual retirement accounts to take their required minimum distributions.

As Fed battles inflation, financial advisers brace for recession fallout
INVESTING EQUITIES SEP 19, 2022
As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

Investors see inflation as top concern
INVESTING RIAS SEP 13, 2022
Investors see inflation as top concern

Research from State Street Global Advisors exposes a generational divide when it comes to seeking out financial advice.

Inflationary trend lands advisers in unfamiliar territory
INVESTING EQUITIES AUG 24, 2022
Inflationary trend lands advisers in unfamiliar territory

The Biden administration's plan to cancel billions in student debt could drive inflation even higher.

Free trading costs retail investors $34 billion a year, study says
INVESTING EQUITIES AUG 23, 2022
Free trading costs retail investors $34 billion a year, study says

An academic study finds retail stock trades are getting done at significantly different prices, depending on the brokerage.

Morgan Stanley adds fractional share support to workplace stock plans
INVESTING EQUITIES AUG 18, 2022
Morgan Stanley adds fractional share support to workplace stock plans

The wirehouse is also adding additional automation to its Shareworks and Equity Edge Online platforms.

Massachusetts securities chief goes after single-stock ETFs
INVESTING RIAS AUG 18, 2022
Massachusetts securities chief goes after single-stock ETFs

William Galvin announced a 'sweep' of firms offering the new ETFs, which he compared to gambling at a casino.

Anti-ESG movement spawns new fund in battle against industry giants
INVESTING RIAS AUG 10, 2022
Anti-ESG movement spawns new fund in battle against industry giants

Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.

Single-stock ETF craze leads to single Treasury bond exposure
INVESTING EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

The time is now to be more transparent about advisory fees
INVESTING RIAS AUG 08, 2022
The time is now to be more transparent about advisory fees

Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.

Covid-themed ETF shifts focus to monkeypox
INVESTING EQUITIES AUG 05, 2022
Covid-themed ETF shifts focus to monkeypox

As the White House declares monkeypox a national health emergency, ETFMG tweaks its marketing without adjusting the portfolio.

Sensing a market bottom, wealthy investors are moving back into stocks
INVESTING EQUITIES AUG 02, 2022
Sensing a market bottom, wealthy investors are moving back into stocks

A July survey of Tiger 21 members shows a renewed appetite for stocks that's being compared to the buying that occurred at the market bottom in 2009.

Active vs. passive: Market pros weigh in on the best strategy
INVESTING EQUITIES AUG 01, 2022
Active vs. passive: Market pros weigh in on the best strategy

Passive funds' share of the domestic equity-fund market is close to 58%, but the active-versus-passive debate has become more heated amid the recent stock turmoil.

Market downturn shines new light on pros and cons of stock options
INVESTING RIAS JUL 27, 2022
Market downturn shines new light on pros and cons of stock options

In the wake of the 12-year bull market, some financial planners and clients are getting their first look at the flip side of equity compensation.

Single-stock ETFs could be new gold rush for Wall Street
INVESTING EQUITIES JUL 18, 2022
Single-stock ETFs could be new gold rush for Wall Street

More than 80 exchange-traded funds tracking single stocks are planned, covering some 37 companies.

Coming soon: Single-stock ETFs for traders but not investors
INVESTING EQUITIES JUL 13, 2022
Coming soon: Single-stock ETFs for traders but not investors

The first examples of this new strain of ETF creativity could hit the markets within days, giving day traders another toy and financial advisers another headache.

Financial advisers turn surprisingly bullish on the second half
INVESTING RIAS JUL 11, 2022
Financial advisers turn surprisingly bullish on the second half

Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half, according to an InspereX survey.

Response to inflation is likely to dominate economic policies
INVESTING EQUITIES JUL 11, 2022
Response to inflation is likely to dominate economic policies

While higher interest rates are the go-to move to temper inflation, the efforts to restrict money supply also introduce the risk of a recession.