Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.
February 7
See Also
Global Investing Center
The most up-to-date news, trends and resource on global investing you need to stay ahead of the curve
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Do stock market swings mean new opportunities for financial planners?August 14
Chief Investment OfficerMomentum Advisors -
Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.February 6
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Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.February 5
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At Pimco, the fixed-income giant he co-founded, Bill Gross racked up one of the longest winning streaks of any money manager.February 4
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A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.January 25
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All 20 funds posted losses over the last year.January 23
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The technology could make collecting more appealing to investors.January 23
PartnerCapco
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It’s often hard to know just what is driving investor decisions.January 22
FounderWealth Logic
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Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.January 16
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Nearly all of the outflows came from mutual funds and ETFs that posted losses.January 15
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The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.January 14
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BlackRock will see the largest reduction to its workforce since 2016.January 11
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The top 20 are now home to nearly $1.2 trillion in combined assets.January 9
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This analysis may help calm jittery clients when their portfolios take a sharp downturn.January 8
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A member-owned market is the wrong response to rising fees.January 8
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A record 186 funds were shuttered last year. What does this mean for the future of the industry?January 7
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Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.December 31
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Some of the largest and fastest-growing economies in the world are still considered emerging markets.December 20
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Even as equities have taken a beating, I haven't received a single frantic call or text.December 18
President and founderEmpyrion Wealth Management
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U.S. investors normally do a very superficial analysis when considering exposure to the country, an executive said.December 12
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Even worse, those at the bottom of the pack averaged higher expense ratios.December 12
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Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.December 11
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Inversions have occurred seven times since the early 1950s and all but one of those instances preceded equity gains.December 6
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In the Treasury market, all eyes remain on the yield curve after three-year yields climbed above those of the five-year bonds.December 4
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The Global Income Fund slashed its equities exposure by nearly a third in October and moved part of the proceeds into U.S. and European high-yield debt.November 30
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Fed Chairman Jerome Powell's dovish comments revived global demand for riskier assets.November 29
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Here’s how to prepare your clients, and your own practice, if dark days come and stay.November 28
FounderWealth Logic
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The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.November 27
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LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.November 26
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Investors have grown cautious following October’s rout in global markets.November 21
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There’s now a way to measure whether these products do what they promise.November 19
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Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.November 16
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“It’s hard to outrun secular risk,” says T. Rowe Price CIO David Giroux.November 14
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The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.November 12
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There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?November 1
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Prepare yourself for the next big market downturn which may be exacerbated by highly leveraged derivatives.October 1
ColumnistFinancial Planning
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To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.August 29
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If history is a guide, your clients can stop freaking out about having enough money during their post-work life.July 19
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This group racked up strong returns over a 24-year span of above-median inflation.June 21
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Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?June 18
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As interest rates rise at home, advisors should consider adding foreign bond investments.June 4
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Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.March 29
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As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.November 22
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Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?January 10
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In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.January 17
