Portfolio

That would be a big “no,” in most cases, according to FINRA, but gives rise to another question…

The biggest index fund companies follow the house view, which means at least 75% of their funds voted the same way, on environmental and social issues.

More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.

The bank failed to implement its own supervisory procedures around single-inverse ETFs, costing clients millions, the SEC says.

“Stocks and bonds say we’re doomed,” said Chris Rupkey, chief financial economist for MUFG Union Bank.

RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.

The company announced that it’s expanding its iShares iBonds suite with term Treasury ETFs that range from 2021 to 2029.

The agency has long urged issuers to address risks and concerns associated with a potential crypto fund, including manipulation, liquidity and custody issues.

Filing at the wrong age and failing to take advantage of programs like spousal and survivor benefits are just a few common mistakes seniors make.

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.