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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 -
Fed Chairman Jerome Powell's dovish comments revived global demand for riskier assets.
November 29 -
Here’s how to prepare your clients, and your own practice, if dark days come and stay.
November 28
Wealth Logic -
Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.
November 28 -
In a perfect world, a negotiated peace will make winners of all parties, including clients.
November 28
Savant Capital Management -
Chairman Jay Clayton said he remains worried that cryptocurrency can be too easily stolen or manipulated on exchanges.
November 28 -
The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.
November 27 -
About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.
November 27 -
A bear market in marijuana isn’t the only challenge for new funds tracking the cannabis industry.
November 27 -
LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.
November 26 -
The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.
November 26 -
Investors have grown cautious following October’s rout in global markets.
November 21 -
Data reported by the Investment Company Institute.
November 20 -
Industry headwinds from costs and fees remain as relentless as ever.
November 20 -
Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?
November 19 -
With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.
November 19
Mercer Advisors -
There’s now a way to measure whether these products do what they promise.
November 19 -
Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.
November 16 -
Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.
November 16


















