Commission revenue for fixed-income investments and annuities increased in the third quarter at LPL.
As investors try to buy the bonds before the rate drops, they're reporting glitches in creating accounts and delays in loading pages on the Treasury website, along with long wait times when calling the helplines.
Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
While the high volatility can provide buying opportunities, any effort to call a bottom has been thwarted as yields drifted higher.
'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.
The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.
The wealth management group attracted $65 billion in net new asset during the quarter, pushing the total this year to $260 billion.
Financial advisers are adding value by finding higher yields for clients' cash balances.
Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.
I-Bonds Bucket allows users to invest in the securities while bypassing the glitchy TreasuryDirect.gov website.
In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.
But for sustainability-linked bonds, sales are up 18% year-to-date compared with this time in 2021, according to S&P.
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.
Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.
Chicago’s Loop Capital Markets helped an unnamed Midwestern city buy fixed-income securities.
While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.
The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.
Rapid interest-rate hikes deployed by policy makers in response to soaring inflation have brought to an end a four-decade bull market in bonds.
The bank won’t be part of the underwriting syndicate for transaction after state Comptroller Glenn Hegar included UBS on list of firms he deems “boycott” the fossil-fuel industry.
The Biden administration's plan to cancel billions in student debt could drive inflation even higher.
