A July survey of Tiger 21 members shows a renewed appetite for stocks that's being compared to the buying that occurred at the market bottom in 2009.
Passive funds' share of the domestic equity-fund market is close to 58%, but the active-versus-passive debate has become more heated amid the recent stock turmoil.
In the wake of the 12-year bull market, some financial planners and clients are getting their first look at the flip side of equity compensation.
More than 80 exchange-traded funds tracking single stocks are planned, covering some 37 companies.
The first examples of this new strain of ETF creativity could hit the markets within days, giving day traders another toy and financial advisers another headache.
Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half, according to an InspereX survey.
While higher interest rates are the go-to move to temper inflation, the efforts to restrict money supply also introduce the risk of a recession.
Columbia Threadneedle analysts say that the U.S. might already be in recession and that the Fed might not need to raise the fed funds rate higher than 3%.
The NightShares strategy involves buying the index at the end of the day and selling it every morning.
Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.
While it might be a lousy long-term investment, gold has a proven track record of rising to the occasion when times are tough.
The bank joins a long list of financial backers funding the $130 billion tech-savvy platform for investing in alternatives.
Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.
While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.
Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.
SEC Chair Gary Gensler is proposing sweeping changes to the rules underpinning the U.S. stock market, including a possible auction mechanism that would help retailer investors get the best pricing for their orders.
The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.
Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.
Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.
Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.
