Equities

Displaying 2832 results
Fidelity rides outsourcing trend with four more model portfolios
INVESTING EQUITIES JAN 15, 2020
Fidelity rides outsourcing trend with four more model portfolios

Asset manager introduces 21 model portfolios in 18 months

By Jeff Benjamin
Time to check under the hood of that index fund
INVESTING EQUITIES JAN 10, 2020
Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

By Jeff Benjamin
Price of gold speaks volumes about geopolitical fears
INVESTING RIAS JAN 08, 2020
Price of gold speaks volumes about geopolitical fears

Like the equity markets, gold treats Iran like a nothing-burger

By Jeff Benjamin
Bob Doll’s 10 predictions for 2020
INVESTING EQUITIES JAN 07, 2020
Bob Doll’s 10 predictions for 2020

Nuveen’s chief equity strategist is heading into 2020 with a generally bullish outlook

By Jeff Benjamin
Like the markets, advisers largely shrug off Iran threat
INVESTING EQUITIES JAN 07, 2020
Like the markets, advisers largely shrug off Iran threat

Financial markets appear to be separating geopolitics from economics for the time being

By Jeff Benjamin
Controversial dual-class stocks get their own ETF
INVESTING EQUITIES JAN 06, 2020
Controversial dual-class stocks get their own ETF

Exchange Traded Concepts will offer a fund that tracks companies that issue at least two types of shares

By Bloomberg
Vanguard eliminates trading fees for stocks and options
INVESTING EQUITIES JAN 02, 2020
Vanguard eliminates trading fees for stocks and options

The move brings the low-cost asset manager up to speed with the likes of Schwab, TD Ameritrade, Fidelity and ETrade

By Jeff Benjamin
What Schwab's fractional shares announcement means for advisers
INVESTING EQUITIES OCT 18, 2019
What Schwab's fractional shares announcement means for advisers

The offering is intended to attract younger people to investing, but fractional shares could also help financial advisers

By Ryan W. Neal
How gold could replace bonds as a portfolio diversifier
INVESTING EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

By Jeff Benjamin
When strong performance sends ETF investors to the exits
INVESTING RIAS SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.

By Jeff Benjamin
UBS shifts to underweight position on equities
INVESTING EQUITIES AUG 26, 2019
UBS shifts to underweight position on equities

Cites trade wars and political uncertainty as main reasons for downgrade.

By Bloomberg
Stocks sink as U.S.-China feud deepens
INVESTING EQUITIES AUG 23, 2019
Stocks sink as U.S.-China feud deepens

Escalation of the trade war heightens concerns about the already shaky economic outlook.

By Bloomberg
S&P 500 ETF separates truth from turbulence
INVESTING EQUITIES AUG 21, 2019
S&P 500 ETF separates truth from turbulence

The trading volume on SPY can serve as a decent leading indicator for equities.

By Eric Balchunas
SEC affirms its authority over proxy advisory firms that CEOs hate
INVESTING EQUITIES AUG 21, 2019
SEC affirms its authority over proxy advisory firms that CEOs hate

Commissioners vote 3-2 to issue guidelines on fund managers' responsibilities in dealing with proxy advisers

By Bloomberg
Faith-based funds attract loyal investors
INVESTING RIAS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

By Jeff Benjamin
Stock volatility spurs worst run of ETF withdrawals in six months
INVESTING EQUITIES AUG 19, 2019
Stock volatility spurs worst run of ETF withdrawals in six months

Almost $18 billion exited U.S.-listed equity ETFs over the past three weeks.

By Bloomberg
Volatility reignites debate about market timing
INVESTING RIAS AUG 15, 2019
Volatility reignites debate about market timing

Advisers shrug off the threat of an imminent recession

By Jeff Benjamin
Countdown to catastrophe? The yield curve and the stock market
INVESTING EQUITIES AUG 14, 2019
Countdown to catastrophe? The yield curve and the stock market

The inverted Treasury yield curve signals a recession is coming — but the timing is unclear.

By Bloomberg
Veteran small-cap manager navigates market cycles with a basic philosophy
INVESTING EQUITIES AUG 07, 2019
Veteran small-cap manager navigates market cycles with a basic philosophy

Robert Bergson of Northern Trust Asset Management embraces bottom-up stock picking and usually beats his peers.

By Jeff Benjamin
Fidelity draws adviser wrath with 1.9% cash offer
INVESTING RIAS AUG 07, 2019
Fidelity draws adviser wrath with 1.9% cash offer

The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.

By Jeff Benjamin