As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.
'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.
A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.
The two mutual funds that combine for more than $1 billion in assets will be transformed into an ETF later this year. Bloomberg Intelligence expects $1 trillion worth of such switches to take place over the next 10 years.
Two years after making fractional shares available to retail investors, Fidelity is responding to demand from advisers to work with smaller accounts and further customize portfolios.
Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.
A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.
The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.
The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
The SEC chairman made it clear that digital assets that mirror the performance of Amazon.com, Tesla and other well-known companies are probably still covered by U.S. securities laws.
In a reversal of the reopening trade that has powered this year's equity rally, cyclical companies bore the brunt of Monday's sell-off.
The bank's new offering puts it into competition with robo-advisers, discount brokerages and some big-bank peers.
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.
Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.
Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.
