Results for "investments"
Displaying 8,779 results
Robo startups turn to low-risk offerings in anticipation of downturn
December 4, 2018
Most robo-advisers have known only one kind of economy: perpetual growth. But with the prospect of a long-overdue downturn looming, some wealth management startups are taking steps to mitigate financial risks for their customers — and themselves....
Dow plunges nearly 800 points: Here are nine reasons why
December 4, 2018
There was no single headline, no one trigger that sent U.S. stocks into a free-fall Tuesday afternoon. Instead, the rout that lopped 800 points off the Dow Jones Industrial Average (799.36 points to be exact) had no shortage of explanations...
Worldly adviser excels at working with others, especially outsiders
December 4, 2018
Chris Chen was 18 years old when he moved to the U.S. from Europe, where his Chinese father and German mother met each other in Spain. Mr. Chen was born in Switzerland and grew up in Belgium and France before his family moved to America in 1978,...
UBS Global Wealth Management will give ESG scores to funds
December 3, 2018
UBS Global Wealth Management will score the environmental, social and governance strategies of investment funds available to its advisers and clients starting next year. The scores will be placed on all long-only equity and bond mutual funds...
Regional bank ETFs suffer as housing market cools
December 3, 2018
With interest rates rising and the housing market slumping, exchange-traded fund buyers aren't banking on regional banks. Investors pulled $547 million from the $4 billion SPDR S&P Regional Banking ETF (KRE) in November, its biggest monthly...
Are stocks ready for a rally?
December 3, 2018
The easing of U.S.-China trade tensions might not be as unabashedly bullish as investors had expected. When the Dow Jones Industrial Average on Monday was unable to sustain a 400-plus gain on news of the weekend agreement to delay a planned...
BlackRock emerging-market ETF had record month amid trade fight
December 3, 2018
The possibility of easing trade tensions between the U.S. and China is lifting global markets, particularly riskier assets. While emerging markets are benefiting, the reality is investors have been pouring in for at least a month. The $50 billion...
TD Ameritrade partners with popular Chinese app WeChat
December 3, 2018
TD Ameritrade Holding Corporation has a new partnership with WeChat, a hugely popular Chinese app used for messaging, social media and mobile payments that has been criticized for violating users' privacy. Through a mini program built within...
For majority of affluent Americans, money trumps love
November 30, 2018
Money talks — especially in relationships. When looking for a partner, 56% of affluent Americans want someone who provides financial security, versus 44% who want to be "head over heels" in love, according to more than 1,000 respondents surveyed...
Fear dictates ETF flows
November 30, 2018
From stocks to bonds to factor funds, safety was the name of the game for ETF investors in November. In a month dominated by midterm elections, trade tussles, Federal Reserve talk and concerns about slower growth, the message was clear: Steer...
Real estate investment firm Direct Source Wealth under investigation in Indiana
November 29, 2018
Regulators in Indiana are investigating Direct Source Wealth, a real estate investment firm with at least $42 million in assets that has raised money from wealthy investors for more than a half-dozen deals, but has not registered or filed notices...
Banks continue to unload munis in third quarter
November 29, 2018
Some of the biggest U.S. banks have continued to reduce their exposure to state and local government debt, slashing such holdings by $3 billion during the third quarter, after the federal corporate tax cut weakened the appeal of the securities....
Powell comment seen suggesting fewer Fed hikes
November 28, 2018
Federal Reserve chairman Jerome Powell said interest rates are "just below" a range of estimates of the so-called neutral level, softening previous comments that seemed to suggest a greater distance and spurring speculation that central bankers...
Tips for taking year-end client meetings to the next level
November 28, 2018
In the final months of 2018, many financial advisers will be planning year-end check-in meetings with their clients. There are key investing strategies and considerations that are commonplace discussion items in these meetings, such as annual...
Ultra-rich seek loans in preparation for market downturn
November 27, 2018
Billionaires and millionaires in the U.S. are arranging loans to have funds readily available so they won't have to sell off investments in the event of an economic downturn, according to Jim Steiner, head of Wells Fargo & Co.'s ultra-high-net-worth...
Market volatility pushes more RIA owners to negotiating table
November 27, 2018
The choppy financial markets might be rattling investors, but for savvy owners of advisory firms the scenario is playing out perfectly because it's driving merger and acquisition activity. Those paying close attention are not surprised that...
Value and growth ETFs stage tug of war
November 26, 2018
In the battle of investing styles, growth and value are on opposite ends of the ideological spectrum. But with traders taking both sides of the bet using BlackRock ETFs, the question is who will turn out to be right. Two of the largest exchange-traded...
Traders put $1.3 billion into emerging-market ETFs
November 26, 2018
The move back to emerging markets gained momentum last week as traders shrugged off equity declines amid bullish calls from some of the world's largest investment firms. Inflows to U.S.-listed exchange-traded funds that invest across developing...
The gold rush that is reshaping private banking
November 26, 2018
Ten years ago, stock markets plunged, major banks faltered, and the global economy teetered on a precipice. Few would have predicted that the ensuing decade would produce an explosion in wealth. But that's just what happened. An unprecedented...
Worst day of an awful year leaves no part of market unscathed
November 20, 2018
One of the financial markets' toughest years in half a century got appreciably worse Tuesday, with simmering weakness across assets boiling over to leave investors with virtually nowhere to hide. Stocks buckled for a second day, sending the...
