Although it lost nearly 16% in 2022, the 60/40 balanced portfolio has managed to deliver normal returns on average over longer time periods.
BondGPT, which uses OpenAI technology to help power its bond analytics, will help traders find more liquid bonds at a better price.
Irvine-based JRL Capital Corp. reported total assets of $43,000 and total investor claims against the firm of $2.5 million.
Legislators have less than a week to approve the agreement before the default deadline next Monday, June 5.
The upgrade reflects Advisor Group's declining leverage levels and higher net yields on cash sweep deposits, according to the rating agency.
An analysis tool on its Invest Your Values site gives participants a peek into the exposure their plans have.
'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.
For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.
The bank attracted wealthy clients with loans that have become a costly hurdle to finding a rescuer.
Inflation-linked I bonds have soared in popularity over the past two years, but now the yield is set to slump from the historic 9.62% rate the bonds offered just a few months ago.
As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.
As the firm announces a settlement of suits brought by Preston Hollow Community Capital, Nuveen announced that John Miller is retiring and will be replaced by Daniel Close.
The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.
In the economic aftermath of the pandemic, some strategies performed better than others.
The firm will continue to benefit from interest rates than are higher right now than any time since before the credit crisis, according to CFRA analyst Michael Elliott.
Both credit assessors said further downgrades are possible as the bank faces deposit outflows that could affect its liquidity profile and ramps up wholesale borrowing.
The rating agency cites the positive impact of the firm's deal to acquire the wealth management business of Securian Financial Group.
A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.
