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"This is the new normal -- politics could add more volatility to all financial assets," said Barbara Reinhard, head of asset allocation for multi-asset strategies at Voya Investment Management.
June 27 -
Now is the time to prepare your clients to toughen up (and yourself, too).
June 24
Wealth Logic -
"Market participants are right to be concerned," said Dean Maki, chief economist at Point72 Asset Management, adding that he expects U.S. exporters will be faced with a strong dollar again.
June 24 -
The results threw markets into turmoil. Here’s how experts are calming the waters and preparing clients for the months ahead.
June 24 -
"Risk appetite is going to evaporate in the coming days. How long that risk-off will go remains the question," says William Hobbs, head of investment strategy at the wealth management unit of Barclays in London.
June 24 -
There's unlikely to be any investment-grade sales until the middle of next month and the high-yield market may take even longer to reopen, according to both ABN Amro Group and UniCredit.
June 24 -
Britain's vote to leave the European Union will almost certainly have repercussions for the Federal Reserve -- and those could play out over days or months.
June 24 -
Reports of the hypothesis’ demise may be greatly exaggerated.
June 24 -
As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.
June 20 -
Bill McNabb declined to speculate how low fees may go at his firm, which has the majority of its assets in passive funds.
June 15 -
Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?
June 15 -
Here’s what to listen for when Fed Chairwoman Janet Yellen speaks later on Wednesday.
June 15 -
A planner at the Morningstar conference sees too many risks, not enough rewards
June 14
Wealth Logic -
“There are so many business models offering financial advice, it’s almost impossible for a layperson to distinguish between advice and sales,” a panelist says.
June 14 -
Here are ways to engage them in more positive thinking when the market gyrates.
June 8 -
This method allows advisers to focus on market data evidence and academic research.
June 7 -
Fixed-income yields may feel low, but foreign investors facing negative yields at home are making the U.S. markets popular.
June 6 -
Advisers must be creative and persistent in figuring out risk tolerance levels.
June 3 -
Most times, remaining calm and sticking to a long-term asset allocation is the best course.
June 3 -
The practice can seem counterintuitive to clients. Here’s how to break through their resistance.
June 2





















