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Stock market volatility tops level seen in financial crisis
EQUITIES MAR 16, 2020
Stock market volatility tops level seen in financial crisis

The CBOE Volatility Index closed Monday at 82.69, besting the prior closing high of 80.86 in November 2008.

One TDF series outperforms others in market plunge
RETIREMENT PLANNING MAR 16, 2020
One TDF series outperforms others in market plunge

The newer product line has a different approach to asset allocation than most other target-date funds

Clients keep their cool as stocks tank
EQUITIES MAR 16, 2020
Clients keep their cool as stocks tank

Some advisers are facing the challenge of dissuading clients from jumping into the market as it continues to fall

Goldman warns S&P 500 might fall to 2,000
EQUITIES MAR 16, 2020
Goldman warns S&P 500 might fall to 2,000

Chief equity strategist sees index heading another 10% lower over the next three months and says the losses could mount to 26% if the economic fallout from the virus spreads

SEC extends Form ADV deadline for advisory firms affected by COVID-19
RIAS MAR 14, 2020
SEC extends Form ADV deadline for advisory firms affected by COVID-19

Registered investment advisers will have 45 extra days to file ADVs, brochure updates

GPB auditors to get back to work
ALTERNATIVES MAR 13, 2020
GPB auditors to get back to work

The company told investors in November that a required audit was being postponed

Blueprint for expanding access to private markets
OPINION MAR 13, 2020
Blueprint for expanding access to private markets

As the SEC considers changes to its accredited investor definition, it's time to do more to deliver the benefits of private markets to investors safely

Bitcoin drops 50% in epic two-day tumble
ALTERNATIVES MAR 13, 2020
Bitcoin drops 50% in epic two-day tumble

The price of the digital currency continued to swing wildly, undercutting claims that it can serve as a safe haven

Fixed-income ETFs caught in bond market's liquidity trap
MUTUAL FUNDS MAR 13, 2020
Fixed-income ETFs caught in bond market's liquidity trap

The cash prices of some of the most actively traded bond funds are at a steep discount to the value of their underlying assets

T-bills are scarce and the shortage is about to get even worse
MUTUAL FUNDS MAR 12, 2020
T-bills are scarce and the shortage is about to get even worse

Supply is set to get squeezed as the coronavirus scare causes demand for Treasuries to soar

Stocks sink on disappointment with virus responses
EQUITIES MAR 12, 2020
Stocks sink on disappointment with virus responses

Early selling triggered a 15-minute halt, with the S&P 500 index off as much as 8.5%

Bull market ends as it began: In chaos and without warning
EQUITIES MAR 12, 2020
Bull market ends as it began: In chaos and without warning

The Dow Jones Industrial Average's 20% drop ends a record 11-year run that added $20 trillion to equities

Is Bitcoin a safe bet during market sell-offs?
ALTERNATIVES MAR 11, 2020
Is Bitcoin a safe bet during market sell-offs?

Despite claims the digital currency can act as a haven in down markets, cryptocurrency investments have tanked in recent weeks

Legal woes mount for Advisor Group broker-dealer that sold GPB funds
ALTERNATIVES MAR 11, 2020
Legal woes mount for Advisor Group broker-dealer that sold GPB funds

Triad Advisors reported three new investor claims related to the sale of the private placements

SEC freezes adviser's assets over alleged $39 million fraud
ALTERNATIVES MAR 11, 2020
SEC freezes adviser's assets over alleged $39 million fraud

The investment adviser sold unregistered securities to at least 30 investors, according to the complaint

Treasuries can also be risky, Wall Street warns
FIXED INCOME MAR 11, 2020
Treasuries can also be risky, Wall Street warns

Analysts caution that U.S. government bonds may be losing their effectiveness as a hedge

BlackRock colors a money fund green
ESG MAR 10, 2020
BlackRock colors a money fund green

The asset manager’s $3 billion Money Market Portfolio will focus on issuers that meet its environmental criteria

Market slide puts focus on companies’ balance sheets
EQUITIES MAR 10, 2020
Market slide puts focus on companies’ balance sheets

Stocks of companies with a lot of leverage could be hit hard if a credit crunch develops, analysts say

Private equity firm takes stake in Beacon Pointe
RIAS MAR 09, 2020
Private equity firm takes stake in Beacon Pointe

The RIA also announced the acquisition of Ferrell Wealth Management

Stocks tumble on oil shock
EQUITIES MAR 09, 2020
Stocks tumble on oil shock

The news that the alliance containing global oil production disintegrated sent stocks plunging