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Advisers struggle with the highs and lows of marijuana investing

September 20, 2018

As marijuana moves closer to the mainstream, with medicinal use now legal in 47 states and nine states plus the District of Columbia allowing recreational use, financial advisers are increasingly being asked by clients about investment opportunities....

Seeking small-cap value in a momentum-driven market

September 18, 2018

Investment dollars have flooded into U.S. small-cap stocks this year, bolstering both the Russell 2000 Value and Growth indices. This is largely due to investor demand for exposure to the U.S. equity market, favorable tax policies and a perceived...

Advisers warn against fleeing stocks in favor of bonds

September 17, 2018

Investors continue to favor fixed-income strategies over equities, which is contrary to what most financial advisers consider prudent at this point in the market cycle and suggests investors are anxious. The latest data from ETF.com show that...

Stocks are doing OK. Asset managers' stocks? Not so much

September 14, 2018

The U.S. stock market is having another solid year. You wouldn't know it by looking at the shares of companies that manage money. The S&P index of 18 asset managers and custody banks is down almost 11% this year, compared with a gain of more...

With history as a guide, September puts advisers on notice

September 4, 2018

With summer technically over, the financial markets roll into the dreaded month of September, which leads up to the contentious midterm election season that has financial advisers paying extra-close attention to client portfolios. "I'm not worried,...

Historic bull market has advisers rethinking risk

August 23, 2018

With the U.S. stock market officially qualifying as the longest bull market in history earlier this week, financial advisers are rolling up their sleeves for what comes next. The market's relatively unabated rally since March 2009, which has...

Dollar weakens on Trump remarks about Fed interest-rate hikes

August 21, 2018

The dollar dropped with Treasuries early Tuesday after President Donald J. Trump criticized Federal Reserve interest-rate hikes. U.S. equity futures tracked gains in Europe and Asia, setting the scene for a potential S&P 500 record. Contracts...

JPMorgan offer of free trades hits discount brokerages

August 21, 2018

The biggest U.S. bank is joining an escalating battle for retail investors, and the news hit discount brokerages hard. JPMorgan Chase & Co.'s plan to roll out a mobile brokerage platform next week that includes free research and some free trading...

SEC charges cold-caller, his firm with defrauding investors who bought penny stock

August 21, 2018

The Securities and Exchange Commission charged Eric P. Lesak and Global Research in Pennsylvania and New York with securities fraud. They promoted shares of a penny stock company, Axiom Holdings Inc., resulting in losses of more than $2.3 million....

Bull run that has taken U.S. equities to record highs may be nearing peak

August 14, 2018

The bull run that has taken U.S. equities to record highs this year may be about to reach its peak, according to the latest survey of fund managers by Bank of America Merrill Lynch. Allocations to U.S. stocks jumped 10 percentage points this...

FAANGs are really solo acts, not a supergroup

August 7, 2018

It's time for FAANG stocks to break up, at least in investors' minds. Facebook, Apple, Amazon, Netflix and Google parent Alphabet can't get away from one another. Every time one grabs the spotlight — as Apple did last week when it became the...

Morgan Stanley: Correction worse than February looming

July 31, 2018

The market's leaders have gone missing this earnings season. For Morgan Stanley, that's a worrying sign that the stock rally may have exhausted itself. Even though more than 85% of S&P 500 members beat analyst estimates, the type of pro-cyclical...

Tech bloodletting approaches $300 billion

July 30, 2018

The rush to get out of U.S. tech stocks entered its third day Monday as concerns mounted over how the storied FAANG bloc will fare amid rising interest rates and slower growth. All of the FAANGs retreated, with Facebook Inc. sinking 3.3% and...

Focus Financial IPO falls short of expectations

July 26, 2018

Focus Financial Partners' initial offering price of $33 was bid up by investors when the stock started trading Thursday afternoon. Despite the below-target offering price, the stock closed its first day of trading at $37.55, representing a 13.8%...

With money on their minds, Generation Z is ready to invest

July 25, 2018

While most members of Generation Z are still only teenagers, it's not too early for this young generation to start thinking about the stock market. Known for their frugality and tendency to stockpile cash for the future, the members of Generation...

Judge dismisses amended complaint in Wells Fargo stock-drop case

July 24, 2018

A U.S. District Court judge in Minneapolis dismissed for the second time a lawsuit by participants in the 401(k) plan of Wells Fargo & Co., saying plaintiffs failed to prove their complaints of fiduciary breaches regarding the management of...

Focus Financial raises goal for IPO to $600 million

July 17, 2018

Focus Financial Partners' announcement Monday that it plans on raising six times as much money — $600 million instead of its original $100 million — in an initial public stock offering is another endorsement of the registered investment...

Recency bias: A big risk to your clients this summer

July 10, 2018

It is perhaps the most oft written sentence in investing: Past performance is never an indication of future results. Lots of people tie this to disclosures on materials and relate it to an individual manager's results. But it is bigger than...

Best-performing sectors this earnings season most at risk from trade war

July 9, 2018

The trade war is officially here. So is earnings season. Corporate America isn't about to let one ruin the other. As executives prepare to release results for the second time this year, it's the very companies with the most on the line in President...

Barclays joins Morgan Stanley in questioning small-cap rally

July 9, 2018

Two Wall Street strategists are casting doubt on one of this year's most-popular trades: buy small-cap stocks. Don't be fooled by the consensus that smaller companies are better positioned to weather a global trade war, Barclays' Maneesh Deshpande...

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