Do stock market swings mean new opportunities for financial planners?

“Pretty much every central bank is now talking about global downside risks, and that’s helped bonds rally,” a portfolio manager says.

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.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

At Pimco, the fixed-income giant he co-founded, Bill Gross racked up one of the longest winning streaks of any money manager.

A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.

All 20 funds posted losses over the last year.

The technology could make collecting more appealing to investors.

It’s often hard to know just what is driving investor decisions.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Nearly all of the outflows came from mutual funds and ETFs that posted losses.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

BlackRock will see the largest reduction to its workforce since 2016.

The top 20 are now home to nearly $1.2 trillion in combined assets.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

A member-owned market is the wrong response to rising fees.

A record 186 funds were shuttered last year. What does this mean for the future of the industry?

Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.

Some of the largest and fastest-growing economies in the world are still considered emerging markets.

Even as equities have taken a beating, I haven't received a single frantic call or text.

U.S. investors normally do a very superficial analysis when considering exposure to the country, an executive said.

Even worse, those at the bottom of the pack averaged higher expense ratios.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Inversions have occurred seven times since the early 1950s and all but one of those instances preceded equity gains.

In the Treasury market, all eyes remain on the yield curve after three-year yields climbed above those of the five-year bonds.

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.

Fed Chairman Jerome Powell's dovish comments revived global demand for riskier assets.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

Investors have grown cautious following October’s rout in global markets.

There’s now a way to measure whether these products do what they promise.

Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.

“It’s hard to outrun secular risk,” says T. Rowe Price CIO David Giroux.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?