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T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.
Financial advisers downplay geopolitical unrest while preparing for the worst
Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.
Silence is not golden for GWG bondholders
When asked whether GWG's L Bonds were in default, a company spokesperson declines to comment.
Q4 2021 top fixed-income ETFs
See the top 50 fixed-income ETFs ranked by quarterly returns, the top 25 fixed-income ETFs ranked by largest inflows, and the top 25 fixed-income ETFs ranked by largest outflows
Q4 2021 top fixed-income mutual funds
Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows
Q4 2021 top equity ETFs
Top 50 equity ETFs ranked by quarterly returns, Top 25 equity ETFs ranked by largest inflows, Top 25 equity ETFs ranked by largest outflows
ETFs give advisers varied tools for fighting inflation
The new Amplify Inflation Fighter ETF joins a short list of strategies designed to hedge and leverage price pressures.
60/40 portfolio suffers worst loss since March 2020
Both equities and bond prices dropped sharply in January as markets priced in a faster pace of interest-rate tightening during 2022 from the Federal Reserve.
$2 billion in GWG junk bonds sold by advisers are under pressure
GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.
Sudden market volatility has advisers preaching calm to newer investors
As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.
DoubleLine puts ETFs on the docket for 2022
The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.
Prospect of rate hikes puts 2022 economy, markets in clearer focus
Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.
Biden’s student-loan reprieve eases $1.6 trillion worry, for now
Student loans have been the fastest-growing debt category in the U.S. over the past decade
Monte Carlo forecasts prove anything is possible — or not
With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.
Looking at risk and return through a new lens
Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.
ETFs set another record in race to take over mutual funds
In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.
Capital Group, Federated plant flags in ETF land
Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.
Inflation ETF pioneer says investors need more interest-rate risk
Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.
On inflation, advisers hope for the best, prepare for the worst
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
Breathing new life into old-school 60/40 models
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
