Volatility

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.

Fixed-income ETFs — for the most part — passed their first big test, but it was a roller-coaster ride along the way.

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

“Concerns over the program's ability to pay promised benefits have been around for a long while, but they're heightened,” an expert says.

Equities have rallied more than 20% from March lows, but remain well below 2020 highs.

Some of the industry’s largest names took a hit in last month’s market tumult, including funds run by Ray Dalio, Michael Hintze and Adam Levinson.

The clearing and custody giant isn’t saying which company paid it a notable breakage fee this quarter.

There are important distinctions between 2020 and that meltdown 10 years ago, writes John Taft.