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Despite smaller growth amid the coronavirus last year, FP’s 36th annual survey revealed the significant level of business raked in by 46 wealth managers.
August 23 -
Will the sector embrace the global trend toward greater transparency?
July 30 -
Market leaders present their viewpoints on the macroeconomic picture and prospects for the U.S. munis market.
July 29 -
While I bonds can be a worthwhile investment, they're not as useful for high-net-worth investors close to or in retirement, writes Alexis Leondis.
June 4 -
Wall Street is divided over the world’s biggest debt market as inflation breaks out and debt burdens swell.
May 27 -
Stock-market volatility is up as traders worry companies will have to boost wages to hire more workers.
May 12 -
Some money managers warn that the optimism is unsustainable as a successful vaccine rollout doesn’t necessarily equate to the return of pre-pandemic life.
March 29 -
Returns by funds from Vanguard, BlackRock and DFA that use the strategy have outpaced global bonds in recent years, but underperformed stocks.
March 12 -
Due to declining returns from bonds, the model 60/40 portfolio may eke out real returns of just 1%-2% a year over the next decade, said Lim Chow Kiat, chief executive officer of GIC.
March 10 -
Financial firms globally have raised about $25.5 billion of sustainable-linked debt this year, according to data compiled by Bloomberg.
February 16 -
“There is an advantage to funding the debt, especially when interest rates are very low, by issuing long-term debt," Janet Yellen said during her Senate confirmation hearing.
January 20 -
The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.
November 13
Wealth Logic -
A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.
November 9 -
It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.
October 20 -
The world’s largest debt market may not be as sleepy as it seems.
October 2 -
The Bloomberg Barclays Global High Yield Index flipped to an annual loss this week after just seven weeks in the green.
September 28 -
Could single premium immediate annuities be the answer to ultralow rates?
September 21
Wealth Logic -
Such a scenario could "challenge market assumptions both about cyclicality and about eternally negative rates," according to strategists.
August 6 -
A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.
August 6 -
The “set it and forget it” balanced approach may not work as well anymore, an expert says.
August 3
















