There are growing signs individual investors may be ending their five-year hiatus from stocks; net inflows into stock funds were on pace to hit a nine-year high through February. For advisers whose clients are asking about potential opportunities in equities, a conversation about dividend, value and global stocks may be one worth having. This white paper from Federated Investors explains why.
This adviser guide from Janus provides a summary of new tax legislation along with ten strategies you might want to discuss with clients to help lessen the impact of higher taxes and potentially improve their overall financial situation.
Moves this week by Finra and the SEC signal watchdogs are ready to pounce on anyone overcharging clients.
Money managers say 13 - as in 2013 - to be good number for equity investors.
With a lock on ETFs, money manager sniffs opportunity in mutual funds.
Most cash goes into stock funds as investors cheer economy.
Co-author of 'Dow 36,000' says blue chip barometer can still get there.
After years of warning about Treasuries, bond guru Jeffrey Gundlach has started buying Uncle Sam's paper in vast quantities. So what changed?
Buy and hold sounds good, but the value discipline also requires selling
Spends big chunk of fund shorting Uncle Sam's debt
Co-CIO sees 'possible inflection point' as cash moves to riskier assets.
E&Y report forecasts 2013 new issue calendar to look like 2012's
The top muni-fund manager for 2012 is snapping up debt tied to homebuilding and dirt-backed securities. It's hard to argue with the results.
A long-short approach can help navigate uncertainty but requires particular attention
The Pimco Emerging Markets Full Spectrum Fund makes it easier for financial advisers to get access to all the flavors of emerging-markets debt
Excessive-fee claim challenges precedent that protects managers
Dividend-paying stocks, bank loans, short-term Treasuries also can provide an inflation hedge
Larger rivals have forced others to develop niche products tied to everything from steel to India to pharmaceuticals
Seeks performance boost to show the worth of active management
