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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
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
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
In the economic aftermath of the pandemic, some strategies performed better than others.
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
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
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
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
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
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
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
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
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
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
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
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
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.
Rally in gold revives debate over allocations to the precious metal
Up 17% over the past three months, gold is turning heads as a potential hedge.
With yields on cash climbing, advisors struggle to keep some clients in stocks
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
Look before leaping into value stocks
Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.
