Fixed Income

Displaying 3055 results
Higher yields on cash give advisers another asset allocation tool
INVESTING RIAS NOV 21, 2022
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.

By Jeff Benjamin
GWG chiefs bolt in middle of bankruptcy
INVESTING ALTERNATIVES NOV 14, 2022
GWG chiefs bolt in middle of bankruptcy

Over the past 12 months, the company's shares have fallen from a high of $10.55 to Monday's price of $1.03.

By Bruce Kelly
Junk-bond ETF sees almost $1 billion of inflows ahead of Fed
INVESTING MUTUAL FUNDS OCT 31, 2022
Junk-bond ETF sees almost $1 billion of inflows ahead of Fed

Risk assets of all stripes have been climbing amid optimism that the Fed will dial back the pace of its rate hikes after it announces what's expected to be its fourth 75-basis-point rate hike in a row this week.

By Bloomberg
LPL sees demand for yield products amid down market
INVESTING BROKER DEALERS OCT 28, 2022
LPL sees demand for yield products amid down market

Commission revenue for fixed-income investments and annuities increased in the third quarter at LPL.

By Bruce Kelly
Rush to buy I bonds overwhelms Treasury website
INVESTING FIXED INCOME OCT 26, 2022
Rush to buy I bonds overwhelms Treasury website

As investors try to buy the bonds before the rate drops, they're reporting glitches in creating accounts and delays in loading pages on the Treasury website, along with long wait times when calling the helplines.

By Bloomberg
Clock is ticking on 9.62% I bond yields
INVESTING RIAS OCT 25, 2022
Clock is ticking on 9.62% I bond yields

Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.

By Jeff Benjamin
Bond market doesn't see volatility fading away anytime soon
INVESTING FIXED INCOME OCT 24, 2022
Bond market doesn't see volatility fading away anytime soon

While the high volatility can provide buying opportunities, any effort to call a bottom has been thwarted as yields drifted higher.

By Bloomberg
Lead broker-dealer seller of GWG L bonds sues its insurers
INVESTING ALTERNATIVES OCT 18, 2022
Lead broker-dealer seller of GWG L bonds sues its insurers

'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.

By Bruce Kelly
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
INVESTING RIAS OCT 17, 2022
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022

The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.

By Jeff Benjamin
Morgan Stanley rides wealth management as a third-quarter highlight
INVESTING WIREHOUSES OCT 14, 2022
Morgan Stanley rides wealth management as a third-quarter highlight

The wealth management group attracted $65 billion in net new asset during the quarter, pushing the total this year to $260 billion.

By Jeff Benjamin
Rising interest rates make cash management fun again
INVESTING EQUITIES OCT 10, 2022
Rising interest rates make cash management fun again

Financial advisers are adding value by finding higher yields for clients' cash balances.

By Jeff Benjamin
As Fed battles inflation, fixed-income investing regains popularity, purpose
INVESTING RIAS OCT 03, 2022
As Fed battles inflation, fixed-income investing regains popularity, purpose

Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.

By Jeff Benjamin
Fintech app Yotta rolls out feature that helps investors buy Treasury I bonds 
INVESTING FINTECH SEP 29, 2022
Fintech app Yotta rolls out feature that helps investors buy Treasury I bonds 

I-Bonds Bucket allows users to invest in the securities while bypassing the glitchy TreasuryDirect.gov website.

By Bloomberg
Market pullback, recession threat send more financial advisers to alternatives
INVESTING RIAS SEP 23, 2022
Market pullback, recession threat send more financial advisers to alternatives

In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.

By Jeff Benjamin
Sustainable bond sales fall far behind 2022 projections
INVESTING ESG SEP 23, 2022
Sustainable bond sales fall far behind 2022 projections

But for sustainability-linked bonds, sales are up 18% year-to-date compared with this time in 2021, according to S&P.

By Emile Hallez
Pension funds fixate on climate change
INVESTING EQUITIES SEP 21, 2022
Pension funds fixate on climate change

A survey of pension fund managers responsible for nearly $2 trillion worth of assets shows asset allocation decisions are being driven by a focus on climate change and a search for yield.

By Jeff Benjamin
As Fed battles inflation, financial advisers brace for recession fallout
INVESTING EQUITIES SEP 19, 2022
As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

By Jeff Benjamin
SEC slaps B-D with $100,000 penalty for not registering as muni adviser
INVESTING FIXED INCOME SEP 15, 2022
SEC slaps B-D with $100,000 penalty for not registering as muni adviser

Chicago’s Loop Capital Markets helped an unnamed Midwestern city buy fixed-income securities.

By InvestmentNews
Advisers to fill portfolio chinks with fixed income and alts 
INVESTING ALTERNATIVES SEP 12, 2022
Advisers to fill portfolio chinks with fixed income and alts 

While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.

By Devin McGinley
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January
INVESTING RIAS SEP 09, 2022
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January

The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.

By Jeff Benjamin