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The stock market only had a taste of the potential damage — with the biggest test yet to come.
February 20 -
Advisors should consider how they are preparing for a rising rate environment.
February 16 -
Investors in higher-beta credit funds are shunning longer-duration debt following recent equity turmoil.
February 15 -
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 -
After stellar performance in a hectic decade, advisors home in on these funds.
February 13 -
Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.
February 9 -
They will have a lot of questions. Here are ways to put the decline into perspective.
February 8
Mercer Advisors -
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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 -
As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.
February 5
Retirement Matters -
The major indexes are now down for the year.
February 5 -
The largest ETFs that track the two asset classes posted about $3.1 billion of withdrawals last week.
February 5 -
Comparing gridiron performance and market returns is more fun than leftover nachos.
February 2 -
It’s the biggest plunge in equities since June 2016.
February 2 -
What’s more important: measuring overall portfolio performance, or analyzing separate asset classes?
February 1 -
Winners were from Fidelity, Causeway, T. Rowe Price and Prudential.
January 24 -
BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.
January 23





















