Equities

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

Data reported by the Investment Company Institute.

The firm’s equity-trading business head Ted Pick, promoted to lead its division of investment bankers and traders, is one possible successor.

As equities in the sector extend a $3.8 trillion rout, the strategy has resulted in annualized returns of as much as 190%.

The firm’s new iShares fund comes amid massive outflows from the sector in recent periods.

This group racked up strong returns over a 24-year span of above-median inflation.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Data reported by the Investment Company Institute.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

“It’s bad when this happens on a Friday, because then people get freaked out over the weekend.”