Portfolio management

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.

As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.

High unemployment, rising virus cases and the upcoming presidential election are causing clients to change their strategies, advisors say.

Innovator ETFs, an asset manager, will debut its so-called buffer funds at a time when Treasury yields are hovering near historic lows and duration risk climbs.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

“The primary drawback of fewer hedge fund filings is lack of clarity around crowding risk,” strategists from the firm write.