Volatility

The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.

The bank says it has decided to “effectively eliminate the net leverage” of its MLP Income Opportunities Fund and MLP and Energy Renaissance Fund.

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

Customers criticized the company on Twitter, with some saying they were unable to place orders.

A client's lawsuit claims the snafu caused users of its app “to miss out on some of the highest single-day market gains in recorded history.”

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

Asset managers who flocked to safety in utilities and dividend stocks at the end of 2018 have seen their pain compounded by the latest risk-on rally.

The strategy has in theory made no money for investors 42% of the time since 2018, new research shows.

The five-month-old fund from Tabula Investment Management just became one of the largest of its kind after taking in $68 million last week.

The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

“There are too many negatives at this point. What Trump is saying and what the Fed is saying is no longer enough,” an expert says.

Do stock market swings mean new opportunities for financial planners?

While bond investor anxiety previously focused on how the funds respond to abrupt withdrawals, skeptics are now homing in on secondary trading.

A new report asks whether the products have the potential to spark another crisis despite being created at the urging of the SEC to reduce risk.