Investments

“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.

Since the all-stock purchase was announced, TD Ameritrade's valuation has plummeted and both firms are now operating with most, if not all, staff working remotely.

Flagship funds at Ken Griffin's firm had been down 5.3% through March 20 before things turned around.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

Even when the market was climbing to records earlier this year, John Miller’s risk appetite exceeded that of some of his peers.

Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."

The regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.

It’s impressive how quickly a two-day plunge affects the tone of bulls.

Proponents have long touted the new structure as a way for the industry to compete with mutual funds.

The funds are also some of the lowest-duration products in the market.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Sales people are having a hard time marketing new products in isolation, one executive says.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

“We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

The major issuers of leveraged products, which trade under the ProShares and Direxion trademarks, have each posted inflows of over $2.8 billion this month.

The central bank’s pledge to buy investment-grade credit and certain funds helped spark a rally in higher-rated debt.

The rout in Asian equity markets this year has not been for the faint-hearted.

The manager may collect over $4 million per year for managing a separate portfolio of commercial mortgage-backed securities issued by government agencies.

The firm had intended on increasing some grid thresholds by about 10%.