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Morningstar Wealth jumps into the direct indexing game
The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.
Liquid alts funds see inflows while mutual funds see record outflows
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
Tech stocks weigh on funds popular with 401(k) plans
Some funds held in many retirement savings plan have large holdings of stocks like Meta, Amazon.com and Apple, which is hurting the funds' performance this year.
The stock market’s biggest tricks and treats
Goblins and ghouls are scary, but big moves in the stock market can elicit even more emotion among investors.
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.
Rising interest rates make cash management fun again
Financial advisers are adding value by finding higher yields for clients' cash balances.
Credit Suisse offers $3 billion debt buyback to soothe investors
The announcement signals the bank's confidence that it has enough liquidity to take advantage of the recent slump in debt markets.
New ETFs would package best, worst of Jim Cramer’s stock picks
Tuttle Capital Management is seeking SEC approval to launch two active ETFs populated with the 'Mad Money' host's favorite stocks.
With ETFs becoming the darling of investors of all ages, direct indexing looks for opening
New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.
Vanguard sends up the white flag on struggling factor-based strategy
The index fund giant is making history with its first-ever shuttering of a U.S.-listed ETF, but it's not elaborating on its plans for its five other factor-based funds.
Market pullback, recession threat send more financial advisers to alternatives
In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.
S&P 500 slides, taking out chart supports
As the spillover from the UK's proposed tax cuts washed into the US stock market, the index posted its fourth consecutive day of losses.
Pension funds fixate on climate change
A survey of pension fund managers responsible for nearly $2 trillion worth of assets shows asset allocation decisions are being driven by a focus on climate change and a search for yield.
Taking RMDs in the form of stock
Clients don't have to sell stocks in their individual retirement accounts to take their required minimum distributions.
As Fed battles inflation, financial advisers brace for recession fallout
Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.
Investors see inflation as top concern
Research from State Street Global Advisors exposes a generational divide when it comes to seeking out financial advice.
Inflationary trend lands advisers in unfamiliar territory
The Biden administration's plan to cancel billions in student debt could drive inflation even higher.
Free trading costs retail investors $34 billion a year, study says
An academic study finds retail stock trades are getting done at significantly different prices, depending on the brokerage.
Morgan Stanley adds fractional share support to workplace stock plans
The wirehouse is also adding additional automation to its Shareworks and Equity Edge Online platforms.
Massachusetts securities chief goes after single-stock ETFs
William Galvin announced a 'sweep' of firms offering the new ETFs, which he compared to gambling at a casino.
