Equities

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Banks on the bubble after SVB failure
EQUITIES MAR 14, 2023
Banks on the bubble after SVB failure

Here are 8 bank stocks that have been whipsawed recently in the wake of the collapse of Silicon Valley Bank.

By Jeff Benjamin
First Republic sells off as regional banks remain under pressure
EQUITIES MAR 13, 2023
First Republic sells off as regional banks remain under pressure

Shares of regional lenders started the week by selling off, with First Republic down 67%, after Friday's collapse of SVB Financial and Signature Bank's seizure by regulators over the weekend.

By Bloomberg
Advisors flock to ETF that upends traditional value investing metrics
RIA NEWS MAR 07, 2023
Advisors flock to ETF that upends traditional value investing metrics

Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.

By Jeff Benjamin
Wealthfront introduces individual stock picking
EQUITIES MAR 01, 2023
Wealthfront introduces individual stock picking

Investors can now buy and sell stocks and fractional shares with zero trading commissions, marking a shift from the company's previous emphasis on the value of passive investing.

By Ryan W. Neal
Institutional investors lean into active management, despite trend toward passive
EQUITIES MAR 01, 2023
Institutional investors lean into active management, despite trend toward passive

A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.

By Jeff Benjamin
With recession looming, advisors prepare for the worst
RIA NEWS FEB 21, 2023
With recession looming, advisors prepare for the worst

Clients are being advised to build up their cash positions, reduce equity risk and load up on high-quality fixed income.

By Jeff Benjamin
Advisors' worst fears coming into 2023 proving groundless, so far
RIA NEWS FEB 17, 2023
Advisors' worst fears coming into 2023 proving groundless, so far

A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.

By Jeff Benjamin
Vanguard goes against the grain by shuttering alternatives fund
EQUITIES FEB 15, 2023
Vanguard goes against the grain by shuttering alternatives fund

The mega fund complex known for passive strategies is removing two active mutual funds from its lineup.

By Jeff Benjamin
Fund companies, in no-win situation, test shareholder proxy voting
EQUITIES FEB 10, 2023
Fund companies, in no-win situation, test shareholder proxy voting

BlackRock, Schwab, Vanguard and State Street could be inviting a political backlash with proxy voting campaigns aimed at avoiding a political backlash.

By Jeff Benjamin
Bucking the trend: Why some advisors refuse to outsource investment management
RIA NEWS FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

By Jeff Benjamin
In 'hell freezes over' moment, American Funds pairs up with passive ETFs
RIA NEWS FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.

By Jeff Benjamin
Rally in gold revives debate over allocations to the precious metal
EQUITIES JAN 30, 2023
Rally in gold revives debate over allocations to the precious metal

Up 17% over the past three months, gold is turning heads as a potential hedge.

By Jeff Benjamin
With yields on cash climbing, advisors struggle to keep some clients in stocks
RIA NEWS JAN 20, 2023
With yields on cash climbing, advisors struggle to keep some clients in stocks

Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.

By Jeff Benjamin
Look before leaping into value stocks
EQUITIES JAN 10, 2023
Look before leaping into value stocks

Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.

By Jeff Benjamin
New ETF bets on companies led by women
EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

By Jeff Benjamin
Finding potential upside in markets and the economy
EQUITIES JAN 09, 2023
Finding potential upside in markets and the economy

Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.

By Jeff Benjamin
After rough ride in '22, 60/40 portfolio looks poised for solid '23
EQUITIES JAN 05, 2023
After rough ride in '22, 60/40 portfolio looks poised for solid '23

The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.

By Jeff Benjamin
Bob Doll's predictions for 2023 paint less scary picture of year ahead
EQUITIES JAN 03, 2023
Bob Doll's predictions for 2023 paint less scary picture of year ahead

His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.

By Jeff Benjamin
Can the 60/40 portfolio stage a comeback in 2023?
EQUITIES DEC 28, 2022
Can the 60/40 portfolio stage a comeback in 2023?

The allocation that's supposed to hedge against both assets dropping simultaneously didn't pan out in 2022, with an index tracking a 60/40 mix down about 17% for the year.

By Bloomberg
Appeal of higher yields has more advisers trading individual bonds instead of funds
EQUITIES DEC 22, 2022
Appeal of higher yields has more advisers trading individual bonds instead of funds

While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.

By Jeff Benjamin