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Inflation, no longer deemed transitory, puts advisers in scramble mode
The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.
Avoiding dividend yields that look too good to be true
Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.
Recession threat takes center stage
Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.
Morgan Stanley’s Parametric moves the wirehouse into ETF management
Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.
Stocks suffer biggest drop in almost two years
The sell-off sent the S&P 500 down 4%, while the Nasdaq 100 dropped more than 5% as growth-related tech stocks sank.
Direct indexing offers advisers opportunities to engage with clients
The best use cases for direct indexing are personalization and tax strategies, said a speaker at the Morningstar conference.
Market sentiment extremely bearish, say T. Rowe, BlackRock managers
The sell-off so far this year is creating opportunities for investors, two top investment managers said Monday at the Morningstar Investment Conference.
ETF hedging interest-rate risk comes out of the gate with 67% gain this year
The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.
Stocks sink as specter of stagflation haunts trading
In the wake of the Federal Reserve's rate hike Wednesday, traders worry that Fed officials could struggle to contain inflation amid the lingering threat of a recession.
Advisers warn clients about ‘long, difficult bear market’
The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.
Despite inflationary pressures, asset managers continue to lower fees
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
BlackRock pushes three investing themes
The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'
Alternatives become bigger slice of client portfolios as advisers seek shelter
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
Cannabis investments mellow as Congress tarries on decriminalization
With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.
Advisers buckle up for more market volatility
Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.
Manning & Napier goes private, sells at 41% premium to Callodine
The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.
Financial advisers starting to view economic outlook as a glass half empty
The results from the most recent InvestmentNews survey shows sentiment is turning south.
Stock market pullback puts spotlight on Roth conversions
With most broad market indexes nestled into correction territory, financial advisers are steering clients toward Roth conversions in a tax management move.
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.
Pelosi’s portfolio performance now wrapped in an ETF
Retail investors can now benefit from the inside scoop right along with the 18-term U.S. representative.