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Equities

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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.

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<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.

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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.

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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.

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Debt talks push stocks higher for second day in a row

S&P 500 Index reaches highest level since September.

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Investors looking to protect capital as debt ceiling looms

No panic as many see last-minute deal getting done.

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Fidelity targets stocks

Fidelity Investments is increasing the stock allocation across its target date funds after research found that investors are…

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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.

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Nuveen, Incapital team up to offer new equity unit trust

Strategist Bob Doll lends investment expertise to offering expected in early 2014.

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John Hussman: Market valuations are ‘obscene’

Stocks could lose 40% to 50% of value over next few years, analyst says

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Beverly Hills Wealth Management buys small money manager

Deal adds six equities strategies, pushes firm over $500M in assets.

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<font color=red>Morningstar’s ETF conference</font> Pimco: Use ETFs to stay active

ETFs can help investors remain 'agile and active,' COO says.

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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…

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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.

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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.

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Fed tapering decision could knock shares of LPL, RJ

Analyst says rally based on rising interest rates, a likelihood pushed into future.

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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.

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Adviser, broker charged by SEC with insider trading

King Pharmaceuticals-Pfizer deal led to nearly $500,000 in illegal profits, agency claims.

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Active management is no panacea for down markets

Study by Harold Evensky finds that belief is more sales pitch than reality.

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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