Equities

Displaying 2734 results
As markets slide, more advisers are sending clients to I bonds
INVESTING RIAS JUN 13, 2022
As markets slide, more advisers are sending clients to I bonds

Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.

SEC takes aim at payment-for-order flow
INVESTING EQUITIES JUN 08, 2022
SEC takes aim at payment-for-order flow

SEC Chair Gary Gensler is proposing sweeping changes to the rules underpinning the U.S. stock market, including a possible auction mechanism that would help retailer investors get the best pricing for their orders.

Inflation, no longer deemed transitory, puts advisers in scramble mode
INVESTING RIAS JUN 03, 2022
Inflation, no longer deemed transitory, puts advisers in scramble mode

The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.

Avoiding dividend yields that look too good to be true
INVESTING EQUITIES MAY 26, 2022
Avoiding dividend yields that look too good to be true

Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.

Recession threat takes center stage
INVESTING RIAS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

Morgan Stanley's Parametric moves the wirehouse into ETF management
INVESTING RIAS MAY 20, 2022
Morgan Stanley's Parametric moves the wirehouse into ETF management

Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.

Stocks suffer biggest drop in almost two years
INVESTING EQUITIES MAY 18, 2022
Stocks suffer biggest drop in almost two years

The sell-off sent the S&P 500 down 4%, while the Nasdaq 100 dropped more than 5% as growth-related tech stocks sank.

Direct indexing offers advisers opportunities to engage with clients
INVESTING EQUITIES MAY 18, 2022
Direct indexing offers advisers opportunities to engage with clients

The best use cases for direct indexing are personalization and tax strategies, said a speaker at the Morningstar conference.

Market sentiment extremely bearish, say T. Rowe, BlackRock managers
INVESTING EQUITIES MAY 17, 2022
Market sentiment extremely bearish, say T. Rowe, BlackRock managers

The sell-off so far this year is creating opportunities for investors, two top investment managers said Monday at the Morningstar Investment Conference.

ETF hedging interest-rate risk comes out of the gate with 67% gain this year
INVESTING EQUITIES MAY 09, 2022
ETF hedging interest-rate risk comes out of the gate with 67% gain this year

The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.

Stocks sink as specter of stagflation haunts trading
INVESTING EQUITIES MAY 05, 2022
Stocks sink as specter of stagflation haunts trading

In the wake of the Federal Reserve's rate hike Wednesday, traders worry that Fed officials could struggle to contain inflation amid the lingering threat of a recession.

Advisers warn clients about 'long, difficult bear market'
INVESTING EQUITIES MAY 03, 2022
Advisers warn clients about 'long, difficult bear market'

The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.

Despite inflationary pressures, asset managers continue to lower fees
INVESTING EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.

BlackRock pushes three investing themes
INVESTING EQUITIES APR 27, 2022
BlackRock pushes three investing themes

The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'

Alternatives become bigger slice of client portfolios as advisers seek shelter
INVESTING EQUITIES APR 20, 2022
Alternatives become bigger slice of client portfolios as advisers seek shelter

Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.

Cannabis investments mellow as Congress tarries on decriminalization
INVESTING EQUITIES APR 19, 2022
Cannabis investments mellow as Congress tarries on decriminalization

With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.

Advisers buckle up for more market volatility
INVESTING RIAS APR 11, 2022
Advisers buckle up for more market volatility

Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.

Manning & Napier goes private, sells at 41% premium to Callodine
INVESTING EQUITIES APR 01, 2022
Manning & Napier goes private, sells at 41% premium to Callodine

The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.

Financial advisers starting to view economic outlook as a glass half empty
INVESTING RIAS MAR 18, 2022
Financial advisers starting to view economic outlook as a glass half empty

The results from the most recent InvestmentNews survey shows sentiment is turning south.

Stock market pullback puts spotlight on Roth conversions
INVESTING EQUITIES MAR 11, 2022
Stock market pullback puts spotlight on Roth conversions

With most broad market indexes nestled into correction territory, financial advisers are steering clients toward Roth conversions in a tax management move.