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Planners ask whether events like Brexit have rewritten the rules on current portfolio allocations.
July 13 -
Stocks have erased the losses triggered by the U.K.’s vote to leave the European Union, and a stronger-than-forecast payrolls report also helped allay investor concerns.
July 12 -
Recent market volatility has pitted advisers against clients over whether events such as Brexit represent a buying opportunity.
July 12 -
It's safety first for investors around the world as they assess the significance of Britain's vote to leave the European Union.
July 6 -
Even as markets regain footing after vote turmoil, there is still a “dark cloud” that advisers must be ready to discuss, says Greg Valliere, chief strategist for Horizon Investments.
June 28 -
Post-Brexit, many clients may want to sell, but others could see the volatility as a boon.
June 27 -
"This is the new normal -- politics could add more volatility to all financial assets," said Barbara Reinhard, head of asset allocation for multi-asset strategies at Voya Investment Management.
June 27 -
Now is the time to prepare your clients to toughen up (and yourself, too).
June 24
Wealth Logic -
The results threw markets into turmoil. Here’s how experts are calming the waters and preparing clients for the months ahead.
June 24 -
U.S. banks operating in the U.K. may have to deal with new sets of financial regulations — a process that will take time and create more uncertainty.
June 24 -
"Risk appetite is going to evaporate in the coming days. How long that risk-off will go remains the question," says William Hobbs, head of investment strategy at the wealth management unit of Barclays in London.
June 24 -
Britain's vote to leave the European Union will almost certainly have repercussions for the Federal Reserve -- and those could play out over days or months.
June 24 -
Here’s what to listen for when Fed Chairwoman Janet Yellen speaks later on Wednesday.
June 15 -
Advisers say they have been asked to allocate less to equities and bonds in the face of global and political turmoil.
June 3 -
Educate them on the risks and lower volatility of a geographically diversified portfolio.
June 1 -
Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.
May 2 -
Here's how advisors can help their clients decide whether they want exposure to the commodity or to related equities in oil companies.
April 11 -
Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities.
April 7 -
Demand for global dividend ETFs has picked up.
March 10 -
One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.
March 10
Wealth Logic

















