Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.
As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.
Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.
With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.
As investing becomes increasingly political, investors will have to balance good feelings against good performance.
Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.
In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.
Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.
In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.
'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.
A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.
The two mutual funds that combine for more than $1 billion in assets will be transformed into an ETF later this year. Bloomberg Intelligence expects $1 trillion worth of such switches to take place over the next 10 years.
Two years after making fractional shares available to retail investors, Fidelity is responding to demand from advisers to work with smaller accounts and further customize portfolios.
Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.
A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.
The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
