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Stocks
Index
Clients build defensive cash positions even as bullishness rises
Advisors say clients are taking profits and hedging, even as their risk tolerance rebounds.
Kitces: How NUA can help — or harm — retirees
Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.
Let it go: When clients can’t say goodbye to a stock
Whether it is inherited or company-issued, advisers may have to try to force a separation.
Sponsored by Fidelity
Is there room for individual stocks in portfolios?
Some advisers prefer to allot a small pool of money to 'play' with
Should clients still follow the 60/40 rule?
Some say that the bond component should be reduced.
Sponsored by Fidelity
Index
Planners urge discipline as clients chase gains
Improvement in business conditions accelerates as bull run overwhelms qualms about valuations.
Sponsored by ADP
Kitces: The passive investing mirage
Advisers have turned into the new active investment managers.
Index
Advisers see equity inflows rise, though pace slows
Business conditions may have improved, but the possibility that markets may be overvalued is raising concerns for wealth managers’ and their clients.
Sponsored by ADP
Biggest outflows year to date
Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.
Biggest fund flows year-to-date
Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.
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