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Advisors stick with Treasuries despite political tension over debt limit
'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.
Asset managers hash out the future of the 60/40 portfolio
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.
Schwab’s Liz Ann Sonders says return to normal could be a rocky ride
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Financial advisors wave the caution flag in client portfolios
Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.
First Republic’s efforts to woo rich clients may be bank’s undoing
The bank attracted wealthy clients with loans that have become a costly hurdle to finding a rescuer.
Yield on I bonds set to plunge below 4%
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.
Financial advisors are jumping on the bull market bandwagon
As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.
Nuveen gets new muni bond leader amid lawsuit settlement
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.
Financial advisors torn between trusting the Fed and trusting the bond market
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.
American Funds gets the trophy at Lipper Awards
In the economic aftermath of the pandemic, some strategies performed better than others.
Amid market turmoil, LPL shares get boosted to buy by CFRA
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.
S&P, Fitch downgrade First Republic Bank to junk
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.
Cetera’s credit outlook gets boost from Moody’s
The rating agency cites the positive impact of the firm's deal to acquire the wealth management business of Securian Financial Group.
Institutional investors lean into active management, despite trend toward passive
A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.
Bond yields offer chance to fix the 40 in 60/40, BlackRock says
Stephen Laipply, US head of fixed-income ETFs at BlackRock, explains why now is a once-in-many-years opportunity to rebalance 60/40 portfolios.
US sustainable fund flows drop to lowest level in 7 years
A net total of $3.1 billion flowed into the country’s sustainable investments last year, and these funds shed nearly $6.2 billion in the final stretch of 2022.
Retirement experts advise staying nimble regarding 4% rule
While the popular guideline is a good starting point, inflation and rising interest rates are factors that change the game when it comes to retirement withdrawals.
With recession looming, advisors prepare for the worst
Clients are being advised to build up their cash positions, reduce equity risk and load up on high-quality fixed income.
Advisors’ worst fears coming into 2023 proving groundless, so far
A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.
Vanguard goes against the grain by shuttering alternatives fund
The mega fund complex known for passive strategies is removing two active mutual funds from its lineup.
