Market watchers temper expectations for equity performance this year, but say risk assets still trump bonds.
Student loans have been the fastest-growing debt category in the U.S. over the past decade
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.
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.
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.
Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.
Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.
Investors could benefit from investing in a lower-duration, diversified fixed-income solution that invests in high income-producing sectors, such as high-quality high yield or emerging market debt.
UBS Financial Services misreported interest paid on taxable munis, resulting in higher tax bills for clients, according to a lawsuit.
BondBloxx, founded by a group of former BlackRock executives, will offer fixed-income exchange-traded funds that target specific industry sectors.
The trader, Keith Wakefield, was charged with one count of securities fraud, which carries a maximum sentence of one year in prison.
With the work-from-home era fueling a boom in electronic trading, the majority of investors in a $31 trillion community say they now deploy factor strategies in bond portfolios.
Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.
The agency says the firm favored ‘flippers’ over institutional and retail clients when it allocated newly issued municipal bonds.
Municipal bond exchange-traded funds have attracted a record amount of cash this year as investors try to shield income from potentially higher levies under the Biden administration.
Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.
The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.
