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Rally in gold revives debate over allocations to the precious metal
Up 17% over the past three months, gold is turning heads as a potential hedge.
ESG debt pile barreling toward $5 trillion
The Institute of International Finance forecasts a rebound in environmental, social bond issuance.
Wisconsin advisor pulled $1.9 million fraud on clients
The advisor, Anthony B. Liddle, 40, was barred from the securities industry last June by the Financial Industry Regulatory Authority Inc.
Bloomberg pays $5 million to settle SEC charges regarding fixed-income valuations
The agency alleged that from 2016 through last October, the company's BVAL failed to disclosed that valuations could be based on a single data input, rather than other methodologies it presented.
With yields on cash climbing, advisors struggle to keep some clients in stocks
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
FNZ acquires YieldX to accelerate US growth
YieldX’s technology will be integrated into FNZ’s existing product to enable advisors to scan the universe of fixed-income securities.
Principal partners with YieldX, Smartleaf on fixed-income direct indexing
Other direct indexing products have avoided the fixed-income space because it has a different liquidity profile and requires going directly to dealers.
Advisors downplay prospects for debt default, comfort clients
They're confident that after some political theater over the next few months, lawmakers will reach an agreement to boost the debt limit because the consequences of not doing so would be catastrophic.
Fed policy puts bonds on front burner as advisors see myriad ways to capture yield
Coming off a horrific year for bonds, the table has been set for both simple and creative fixed-income opportunities.
Finding potential upside in markets and the economy
Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.
After rough ride in ’22, 60/40 portfolio looks poised for solid ’23
The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.
Bob Doll’s predictions for 2023 paint less scary picture of year ahead
His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.
Can the 60/40 portfolio stage a comeback in 2023?
The allocation that's supposed to hedge against both assets dropping simultaneously didn't pan out in 2022, with an index tracking a 60/40 mix down about 17% for the year.
Appeal of higher yields has more advisers trading individual bonds instead of funds
While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.
GWG bondholders tee up lawsuits against broker-dealers, executives
GWG was a 'classic Ponzi scheme,' according to a group representing investors.
Had a bad year? It could’ve been worse
2022 was marked by soaring inflation and a sinking stock market, but it had some redeeming features, including the fact that increasingly fee-based revenues make it easier for advisory firms to weather such storms.
J.P. Morgan partners with cash management platform Trovata
Trovata will host the Morgan Money corporate investing and trading solutions.
Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?
After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.
Moody’s bumps up LPL debt to investment grade from ‘junk’
Meanwhile, LPL is launching an effort to pursue wealthier clients.
Higher yields on cash give advisers another asset allocation tool
The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.
