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Stocks plummet the most in six weeks as investors shift focus from Fed to China.
March 22 -
Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.
March 19 -
One fund’s strategy this week amounted to almost 48% of its average daily turnover during the past 90 days.
March 8 -
CEO Abigail Johnson's estimated net worth grew to $11.2 billion from $8.6 billion last year.
February 28 -
The firm reported $33.9 billion in redemptions from active funds over the last year.
February 26 -
Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.
February 22 -
Growth funds have performed best over the past decade, outpacing value funds.
February 21 -
Advisors should consider how they are preparing for a rising rate environment.
February 16 -
Both long and short investments focused on volatility were mostly crushed lately.
February 14 -
The recent plunge raised suspicions that quants had caused or exacerbated the sell-off.
February 14 -
The firm says it has moved away from the products after an implosion of a vast array of arcane bets against stock market volatility.
February 12 -
The resurgent threat of inflation and higher bond yields helped trigger a burst of volatility.
February 8 -
The proliferation of esoteric funds not easily understood by retail investors has created greater potential for damage.
February 8 -
The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.
February 7 -
The last time the industry’s largest ETF experienced redemptions close to this pace was before the financial crisis.
February 7 -
Technology, materials and consumer shares paced a 1.7% gain in the S&P 500, while DowDuPont and Home Depot led a 567-point surge in the Dow, the biggest in two years.
February 6 -
Credit Suisse said it will liquidate an ETP, effectively wiping out a fund whose market value topped $2 billion just three weeks ago.
February 6 -
The major indexes are now down for the year.
February 5 -
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.
February 5
Mercer Advisors -
It’s the biggest plunge in equities since June 2016.
February 2




















