Equities

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.”

Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.

While the S&P 500 has risen or fallen by more than 2% six times this year, it swung by twice that amount nine times in October 2008.

S&P 500 enjoys its biggest one-day jump since August 2015.

Stocks plummet the most in six weeks as investors shift focus from Fed to China.

One fund’s strategy this week amounted to almost 48% of its average daily turnover during the past 90 days.

Both long and short investments focused on volatility were mostly crushed lately.

The firm says it has moved away from the products after an implosion of a vast array of arcane bets against stock market volatility.

The resurgent threat of inflation and higher bond yields helped trigger a burst of volatility.

The last time the industry’s largest ETF experienced redemptions close to this pace was before the financial crisis.

Credit Suisse said it will liquidate an ETP, effectively wiping out a fund whose market value topped $2 billion just three weeks ago.

The major indexes are now down for the year.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

It’s the biggest plunge in equities since June 2016.

The products exceeded their previous monthly flows record by nearly 30%.

Investors pocketed some of the profits from a four-week rally that greeted 2018.

The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.