Equities

Displaying 2828 results
Seeking small-cap value in a momentum-driven market
INVESTING EQUITIES SEP 18, 2018
Seeking small-cap value in a momentum-driven market

Fed moves are among the factors that could put an end to the rally in small caps.

By Daniel Hughes
Advisers warn against fleeing stocks in favor of bonds
INVESTING EQUITIES SEP 17, 2018
Advisers warn against fleeing stocks in favor of bonds

Flight to quality overlooks the risks to fixed income that come with rising interest rates.

By Jeff Benjamin
Stocks are doing OK. Asset managers' stocks? Not so much
INVESTING EQUITIES SEP 14, 2018
Stocks are doing OK. Asset managers' stocks? Not so much

An index of asset managers and custody banks is down almost 11% this year, and some fund companies are off more than 25%.

By Bloomberg
With history as a guide, September puts advisers on notice
INVESTING RIAS SEP 04, 2018
With history as a guide, September puts advisers on notice

'Banana peel month' has seen some big market slips

By Jeff Benjamin
Historic bull market has advisers rethinking risk
INVESTING RIAS AUG 23, 2018
Historic bull market has advisers rethinking risk

Financial advisers reduce allocations to stocks, but keep aggressive buying on track

By Jeff Benjamin
JPMorgan offer of free trades hits discount brokerages
INVESTING EQUITIES AUG 21, 2018
JPMorgan offer of free trades hits discount brokerages

Firm's new mobile investing platform gives clients 100 free trades in the first year and free equity research.

By Bloomberg
Dollar weakens on Trump remarks about Fed interest-rate hikes
INVESTING EQUITIES AUG 21, 2018
Dollar weakens on Trump remarks about Fed interest-rate hikes

No response so far from Fed Chairman Jerome Powell, but all eyes are on him for a reaction

By Bloomberg
SEC charges cold-caller, his firm with defrauding investors who bought penny stock
INVESTING EQUITIES AUG 21, 2018
SEC charges cold-caller, his firm with defrauding investors who bought penny stock

Long Island-based group was being paid to promote the stock.

By Bloomberg
Bull run that has taken U.S. equities to record highs may be nearing peak
INVESTING EQUITIES AUG 14, 2018
Bull run that has taken U.S. equities to record highs may be nearing peak

Bank of America Merrill Lynch survey suggests bull run approaching peak, while survey respondents cite a trade war as biggest risk

By Bloomberg
Goldman sees $1 trillion in buybacks for S&P 500 this year
INVESTING EQUITIES AUG 09, 2018
Goldman sees $1 trillion in buybacks for S&P 500 this year

The accelerating demand means any weakness in stocks is likely to be met with buying from companies.

By Bloomberg
FAANGs are really solo acts, not a supergroup
INVESTING EQUITIES AUG 07, 2018
FAANGs are really solo acts, not a supergroup

The five stocks differ in many ways — they're not even all tech companies

By Nir Kaissar
Morgan Stanley: Correction worse than February looming
INVESTING EQUITIES JUL 31, 2018
Morgan Stanley: Correction worse than February looming

Tech stock pain may just be the start of more losses.

By Bloomberg
Tech bloodletting approaches $300 billion
INVESTING EQUITIES JUL 30, 2018
Tech bloodletting approaches $300 billion

Investors continue to exit technology stocks in the wake of Facebook's disappointing earnings last week.

By Bloomberg
Focus Financial IPO falls short of expectations
INVESTING RIAS JUL 26, 2018
Focus Financial IPO falls short of expectations

Despite the below-target offering price, the stock closed its first day of trading at $37.55 — a 13.8% gain.

By Jeff Benjamin
With money on their minds, Generation Z is ready to invest
INVESTING OPINION JUL 25, 2018
With money on their minds, Generation Z is ready to invest

This generation is in the best position to invest in stocks because of their youth

By Andrew Kirillov
Judge dismisses amended complaint in Wells Fargo stock-drop case
INVESTING EQUITIES JUL 24, 2018
Judge dismisses amended complaint in Wells Fargo stock-drop case

Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.

By Robert Steyer
Focus Financial raises goal for IPO to $600 million
INVESTING RIAS JUL 17, 2018
Focus Financial raises goal for IPO to $600 million

Company's revised goal from $100 million could be a sign RIA valuations are rising.

By Jeff Benjamin
Recency bias: A big risk to your clients this summer
INVESTING OPINION JUL 10, 2018
Recency bias: A big risk to your clients this summer

With market volatility picking up in 2018, explain to clients that markets aren't serially correlated and shouldn't inspire fear or actions that jeopardize long-term goals

By Damian Ornani
Best-performing sectors this earnings season most at risk from trade war
INVESTING EQUITIES JUL 09, 2018
Best-performing sectors this earnings season most at risk from trade war

Tech, energy and materials stocks have the highest profit forecasts — and the most overseas sales.

By Bloomberg
Barclays joins Morgan Stanley in questioning small-cap rally
INVESTING EQUITIES JUL 09, 2018
Barclays joins Morgan Stanley in questioning small-cap rally

Myth that smaller companies are better positioned to weather global trade war one reason cited for caution.

By Bloomberg