Volatility

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

Even when the market was climbing to records earlier this year, John Miller’s risk appetite exceeded that of some of his peers.

Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."

The regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.

It’s impressive how quickly a two-day plunge affects the tone of bulls.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Sales people are having a hard time marketing new products in isolation, one executive says.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

The firm had intended on increasing some grid thresholds by about 10%.

In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.

“The data that the market typically relies on is too slow to keep up with how rapidly the situation has been changing," says Richard Bernstein Advisors' deputy CIO.

Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.

After becoming unmoored in recent weeks as bond market liquidity dried up, funds that stand to benefit from the central bank’s buying are now rallying.

If they plan to use them for current spending, “then the timing of the distribution would not matter for tax purposes,” an expert writes.

In need-for-speed markets lashed by the spreading coronavirus, this breed of rules-based trading is paying off.

Five of the top seven performers this year carry AA ratings.

The fund paid out about $150 billion in redemptions Thursday, all in cash.

An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.

The firm had received margin calls from counterparties including BNP Paribas after its trades went awry, people familiar with the matter said.

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.