Coming off a horrific year for bonds, the table has been set for both simple and creative fixed-income opportunities.
Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.
The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.
His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.
The allocation that's supposed to hedge against both assets dropping simultaneously didn't pan out in 2022, with an index tracking a 60/40 mix down about 17% for the year.
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
GWG was a 'classic Ponzi scheme,' according to a group representing investors.
2022 was marked by soaring inflation and a sinking stock market, but it had some redeeming features, including the fact that increasingly fee-based revenues make it easier for advisory firms to weather such storms.
Trovata will host the Morgan Money corporate investing and trading solutions.
After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.
Meanwhile, LPL is launching an effort to pursue wealthier clients.
The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.
Over the past 12 months, the company's shares have fallen from a high of $10.55 to Monday's price of $1.03.
Risk assets of all stripes have been climbing amid optimism that the Fed will dial back the pace of its rate hikes after it announces what's expected to be its fourth 75-basis-point rate hike in a row this week.
Commission revenue for fixed-income investments and annuities increased in the third quarter at LPL.
As investors try to buy the bonds before the rate drops, they're reporting glitches in creating accounts and delays in loading pages on the Treasury website, along with long wait times when calling the helplines.
Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
While the high volatility can provide buying opportunities, any effort to call a bottom has been thwarted as yields drifted higher.
'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.
The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.
