Volatility

Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

Amid all the dour news of inflation and volatility, signs are emerging that investors see light at the end of the tunnel.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

The company has experienced “dramatic increases” in new customers, call and trading volumes.

One former rep is responsible for more than 80% of the firm’s sales of the defunct LJM Preservation & Growth Fund.

Much of the confirmation hearing revolved around trading January spikes in GameStop and other stocks.

Self-directed investors have opened more new accounts at the firm in 2021 than in the third and fourth quarters combined.

Robinhood has faced criticism by lawmakers and the public since last month’s surge in trading of certain stocks, driven by retail investors.

The Depository Trust & Clearing Corporation is offering a blueprint for speeding up the settlement process.

The strategy has become the least-loved of the smart beta universe after failing to protect against market swings last year.

Activity in the fund is surging, with trading volume jumping to more than three times the one-year average.

Behind every trade lies risk. Advisors should consider their partners carefully.

Regulators and Washington policy makers are sure to up scrutiny once the dust settles on the market turmoil that has buffeted GameStop and others.

“This looks like pockets of frothiness, some irrationality undoubtedly, some nonsense undoubtedly," said BlackRock Vice Chairman Philipp Hildebrand.

The margin requirements apply to Merrill Lynch wealth management clients and individual traders using the Merrill Edge platform.

The capital injection is “a strong sign of confidence from investors that will help us continue to further serve our customers,” a company spokesperson said in a statement.