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Anticipating more pain ahead, advisers stress long-term perspective
While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.
As markets slide, more advisers are sending clients to I bonds
Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.
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.
After latest deal, Advisor Group debt is stable but still ‘highly speculative’: Fitch
Fitch Ratings noted that the rating affirmation reflected Advisor Group's "improving scale as one of the largest independent financial advisers in the U.S."
Fed saw aggressive hikes providing flexibility later this year
The minutes confirmed support by most officials to continue such increases over at least their next two gatherings.
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.
Stock sell-off to intensify as fresh 10% plunge looms, survey finds
The Fed’s hawkish-at-all-costs posture, the chaos in supply chains and intensifying threats to the business cycle are all undermining confidence.
Broker picked wrong time to boost bet on GWG bonds
Broker-dealers kept selling GWG's life settlement-backed bonds for years despite all the accounting and reporting static coming from the company.
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.
As market sell-off continues, financial advisers are searching for answers
Advisers are hoping the worst is over and trying to keep clients focused on the long term.
Historic rout isn’t over yet, Bank of America strategists say
“Paralysis rather than panic best describes investor positioning,” BofA's Michael Hartnett says.
Bond turmoil threatens to erupt anew with inflation haunting Fed
Chair Jerome Powell pours cold water on the prospect for a jumbo-sized 75 basis point rate hike next month.
First Eagle interval fund offers healthy income in exchange for liquidity
Investors searching for a source of income could look to credit funds with attractive yields.
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.
Bond market ‘bloodbath’ opens a door for income investors
As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.
Global bonds set for worst ever month before burst of rate hikes
Fears of quickening inflation, a cut in Russian gas supply to Poland and Bulgaria and a red-hot Australian inflation print fueling expectations that the rout may continue.
LA broker at lead firm that sold GWG bonds hit with complaints
Tony Barouti, a broker registered with Emerson Equity, faces two investor complaints alleging $1.37 million in damages, according to his BrokerCheck profile.
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.
Treasury yield surge to threaten bull run’s last resistance line
Benchmark 10-year yields rose above 2.80% to the highest since December 2018 as traders bet the Federal Reserve will ramp up the pace of tightening to curb inflation.
