Portfolio

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.

The firm is hosting virtual meetings with prospective hire as it seeks to further its growth.

Total net assets in Michael Hasenstab's Templeton Global Bond Fund slumped to $22.6 billion as of March 31, public filings show.

Asset managers are targeting massive amounts of capital to benefit from credit market stress as the coronavirus leaves many companies in need of support.

Clients may consider rebalancing their portfolio more often to address asset allocation shifts as a result of the downturn.

“These funds got an assist from the Fed when they were told they would backstop the higher end of the high-yield credit industry,” an expert says.

The setback for the hedge fund, which slid as much as 14% in the first quarter, is another example of the turmoil wrought by the coronavirus.

There’s more money at stake when executing trades in current market uncertainty.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

It’s one of several ways that the firm is working to keep growth plans on track.