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Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.
February 9
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They will have a lot of questions. Here are ways to put the decline into perspective.
February 8
Mercer Advisors -
The resurgent threat of inflation and higher bond yields helped trigger a burst of volatility.
February 8
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The proliferation of esoteric funds not easily understood by retail investors has created greater potential for damage.
February 8
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Commission prioritizes retail investors as OCIE issues its must-read compliance letter.
February 8
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After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.
February 7
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The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.
February 7
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The last time the industry’s largest ETF experienced redemptions close to this pace was before the financial crisis.
February 7
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Independent advisors are closing in on the service capabilities of big wealth management firms.
February 7
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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
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The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.
February 6
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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
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The glitches represent a setback for a niche of the financial market industry that has been booming of late.
February 5
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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 -
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 5Mercer Advisors -
The largest ETFs that track the two asset classes posted about $3.1 billion of withdrawals last week.
February 5
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Comparing gridiron performance and market returns is more fun than leftover nachos.
February 2
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It’s the biggest plunge in equities since June 2016.
February 2
