Equities

Displaying 2899 results
All things point to early stage growth cycle, says CIO
EQUITIES DEC 18, 2024
All things point to early stage growth cycle, says CIO

“A new bull market is underway but it’s dangerous to think markets can’t be derailed.”

By Chris Davis
Advisors contemplate crypto beyond Bitcoin in 2025
EQUITIES DEC 16, 2024
Advisors contemplate crypto beyond Bitcoin in 2025

Wealth managers look ahead to 2025 after bitcoin and other digital assets enjoyed a massive run in 2024.

By Gregg Greenberg
Financial advisors sound off on their top investments for 2025
EQUITIES DEC 12, 2024
Financial advisors sound off on their top investments for 2025

Wealth managers may be sad to see 2024 go, but they still see some bright ideas for the coming year.

By Gregg Greenberg
Wall Street's overwhelmingly bullish S&P targets for 2025 'wildly inaccurate' to some
EQUITIES DEC 09, 2024
Wall Street's overwhelmingly bullish S&P targets for 2025 'wildly inaccurate' to some

Wealth managers give their takes on Wall Street's S&P forecasts for the coming year.

By Gregg Greenberg
‘No detractor’ to using direct indexing as an investment strategy
EQUITIES DEC 06, 2024
‘No detractor’ to using direct indexing as an investment strategy

Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.

By Josh Welsh
Don't count out European equities in 2025, Schwab strategist says
EQUITIES DEC 05, 2024
Don't count out European equities in 2025, Schwab strategist says

Overweighting US stocks has been the smart move for the past 2 years, but the environment is changing, Schwab's Jeffrey Kleintop said.

By Gregg Greenberg
BlackRock, Vanguard are split on AI stocks
EQUITIES DEC 04, 2024
BlackRock, Vanguard are split on AI stocks

Voices at the world's two biggest asset managers offer competing outlooks on what's in store for AI-driven equities in 2025 and beyond.

By Leo Almazora
How MRP’s SynthEquity is balancing growth and protection for advisors
EQUITIES DEC 03, 2024
How MRP’s SynthEquity is balancing growth and protection for advisors

"SynthEquity has been a tailwind for advisors who understand the story," said Measured Risk Portfolios’ head of distribution.

By Josh Welsh
Advisors recount their biggest lessons from 2024
EQUITIES DEC 02, 2024
Advisors recount their biggest lessons from 2024

Technology, the election, and concentration of some of the biggest stocks provided lessons, advisors said. There was a lot to learn in 2024.

By Gregg Greenberg
JPMorgan joins Wall Street stock bulls club
EQUITIES NOV 27, 2024
JPMorgan joins Wall Street stock bulls club

New forecast from the firm's equity team sees the S&P 500 ascending in 2025, follows optimistic calls from Goldman Sachs, Morgan Stanley, and BofA.

By Bloomberg
Will 24-hour trading keep financial advisors up all night?
EQUITIES NOV 25, 2024
Will 24-hour trading keep financial advisors up all night?

Wealth managers weigh the pros and cons of the NYSE's recent decision to extend trading hours.

By Gregg Greenberg
As Nvidia goes, so goes the market, and financial Advisors
EQUITIES NOV 22, 2024
As Nvidia goes, so goes the market, and financial Advisors

Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.

By Gregg Greenberg
Expecting small-cap or energy boom from Trump? Don't be so sure.
RIA NEWS NOV 22, 2024
Expecting small-cap or energy boom from Trump? Don't be so sure.

Much as observers predicted strong returns for domestic small-cap value and the energy sector ahead of Trump's first term, the same enthusiastic assumptions this time around may be too simplistic, panelists at the Charles Schwab Impact conference said.

By Emile Hallez
Fidelity, Vanguard expand their active ETF shelves
EQUITIES NOV 21, 2024
Fidelity, Vanguard expand their active ETF shelves

Fidelity's new launches offer stock exposure across different regions, while Vanguard adds to expand its muni ETF menu.

By Leo Almazora
Listings down and election over, advisors see opportunity in VC funds
EQUITIES NOV 18, 2024
Listings down and election over, advisors see opportunity in VC funds

Now that the election is in the rearview mirror, wealth managers see a potential step-up in IPOs and M&A benefiting venture investors.

By Gregg Greenberg
Wall Street set for holiday bonus bonanza
EQUITIES NOV 12, 2024
Wall Street set for holiday bonus bonanza

Investment bankers are ready to reap the biggest rewards after a strong year for underwriters, and mergers and acquisitions, a new report says.

By Gregg Greenberg
Time to cash out of cash? Advisors offer their suggestions
EQUITIES NOV 11, 2024
Time to cash out of cash? Advisors offer their suggestions

Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates.

By Gregg Greenberg
Trump win sparks multibillion dollar ETF spree
EQUITIES NOV 07, 2024
Trump win sparks multibillion dollar ETF spree

The exuberance following his second presidential victory created a risk-on mood among traders, with $18 billion of new money plowed into US equity strategies.

By Bloomberg
Millennials more likely to seek stock gains through index funds
EQUITIES NOV 06, 2024
Millennials more likely to seek stock gains through index funds

Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.

By Leo Almazora
Harris paid the price for inflation. Now, advisors explain how to get ahead of it.
EQUITIES NOV 06, 2024
Harris paid the price for inflation. Now, advisors explain how to get ahead of it.

Wealth managers offer strategies for portfolio protection against the scourge of inflation.

By Gregg Greenberg