Equities

Displaying 3057 results
Where investors have found refuge in the sell-off
EQUITIES FEB 28, 2020
Where investors have found refuge in the sell-off

Amid the slump in sentiment, some types of investments are proving their resilience

By Bloomberg
'Don't run to gold' and other advice for pandemic volatility
RIA NEWS FEB 25, 2020
'Don't run to gold' and other advice for pandemic volatility

After two days of stock market drops, some clients are worried

By Emile Hallez
Free stock trades lure mom-and-pop investors
EQUITIES FEB 21, 2020
Free stock trades lure mom-and-pop investors

Trading volume has exploded at online and discount brokers

By Bloomberg
Why now is just the time for more  international investments
EQUITIES JAN 31, 2020
Why now is just the time for more international investments

Some advisers point to the recent lost decade for non-US equities as just the reason to go more global

By Adam Shell
401(k) trading in 2019 hints at correction jitters
EQUITIES JAN 27, 2020
401(k) trading in 2019 hints at correction jitters

Retirement plan participants who traded in their accounts in 2019 largely moved out of stock funds and into fixed income

By Emile Hallez
Fidelity rides outsourcing trend with four more model portfolios
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
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
RIA NEWS 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
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
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
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
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
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
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
RIA NEWS 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
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
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
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
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
RIA NEWS 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