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Advisers feeling better about the economy and their clients – and it shows
Latest Brinker Capital survey finds advisers' investment outlook improving despite some nagging concerns about Washington.
<font color=red>Morningstar’s ETF conference</font> Vanguard and BlackRock see good times ahead
Downside risks are clear and present but 5-, 10-year outlooks solid, strategists say.
Small-caps: Fueled up but pricey
With a gain of more than 28% from the start of the year, small-caps have outperformed large-caps by 8 percentage points.
Stocks surge in relief rally
Stock prices surged the most since January as signs emerged that lawmakers were inching toward a deal to increase the debt ceiling and avert a default. But it could all turn on a dime.
Debt talks push stocks higher for second day in a row
S&P 500 Index reaches highest level since September.
Investors looking to protect capital as debt ceiling looms
No panic as many see last-minute deal getting done.
Fidelity targets stocks
Fidelity Investments is increasing the stock allocation across its target date funds after research found that investors are…
Fidelity target date funds pile on stocks
The combination of a weak outlook for bonds and research that investors close to retirement are OK with more risk leads Fidelity to tilt its target date funds more toward stocks.
Nuveen, Incapital team up to offer new equity unit trust
Strategist Bob Doll lends investment expertise to offering expected in early 2014.
John Hussman: Market valuations are ‘obscene’
Stocks could lose 40% to 50% of value over next few years, analyst says
Beverly Hills Wealth Management buys small money manager
Deal adds six equities strategies, pushes firm over $500M in assets.
<font color=red>Morningstar’s ETF conference</font> Pimco: Use ETFs to stay active
ETFs can help investors remain 'agile and active,' COO says.
Is market history repeating itself with another "Eisenhower rally’?
U.S. stocks are trading virtually in lock step with those of 1954, the best year for American equities…
Stick to it
Even though the partial shutdown of the government is set to give way to a prolonged — and probably nasty — debt-ceiling debate, now is not the time to bail from the markets.
Stock rally returns match late-’90s run, but valuations lag
Returns from the stock market's four-year rally match those of the late-1990s advance, but valuations are lagging. Bulls say that means there's more room to run; bears have a compelling counter argument.
Fed tapering decision could knock shares of LPL, RJ
Analyst says rally based on rising interest rates, a likelihood pushed into future.
Fed’s change of heart has advisers scrambling
The Fed's unexpected change of heart has some advisers looking for a near-term rally in bonds. Jeff Benjamin has the story.
Adviser, broker charged by SEC with insider trading
King Pharmaceuticals-Pfizer deal led to nearly $500,000 in illegal profits, agency claims.
Active management is no panacea for down markets
Study by Harold Evensky finds that belief is more sales pitch than reality.
Is the great correlation over?
Live from the IN Alternatives Investments Conference: Low rates, economic uncertainty and surprises have pushed asset classes in the same direction