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The time is now to be more transparent about advisory fees
Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.
Sensing a market bottom, wealthy investors are moving back into stocks
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.
Worried about the growth of inflation? It may be time to buy the farm!
Investing in farmland has long been overlooked, primarily because most investors have little to no clue about how to access it.
Social Security COLA could top 10% in 2023
Current inflationary trends point to the biggest benefit increase in 41 years, with June CPI showing a 9.1% jump over the last 12 months.
Financial advisers turn surprisingly bullish on the second half
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.
Anticipating more pain ahead, advisers stress long-term perspective
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.
As markets slide, more advisers are sending clients to I bonds
Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.
Recession fears spark retirement planners to action
As expectations of an economic slowdown grow, retirement planners are already feeling the impact.
Inflation, no longer deemed transitory, puts advisers in scramble mode
The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.
Building a resilient portfolio amid war, rising rates and inflation
Advisers may benefit from shifting allocations within both their fixed-income and equity exposures, as well as introducing alternative asset classes.
Despite inflationary pressures, asset managers continue to lower fees
American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.
Adviser targets ‘gotta haves,’ ‘done deals’ for investing success
During inflationary periods, sectors that thrive under most circumstances and breakthroughs that have established themselves are both good bets.
BlackRock pushes three investing themes
The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'
Alternatives become bigger slice of client portfolios as advisers seek shelter
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
Advisers weigh the appeal of the commodity rally
As commodity funds post double-digit gains this year, some advisers wonder if it's too late to join the party.
Financial advisers starting to view economic outlook as a glass half empty
The results from the most recent InvestmentNews survey shows sentiment is turning south.
First rate hike since 2018 has advisers adjusting client portfolios
Some market watchers see the quarter-point hike as not enough to slow inflation or economic growth.
Inflation to boost future retiree health care costs
A new report shows that even a brief period of inflationary pressures will have long-term impact on expenses.
Stock markets seek cover amid mounting risks
The possibility of a war that could increase inflationary pressures or rate hikes from central banks that are more aggressive than expected are among the factors weighing on equities.
Sudden market volatility has advisers preaching calm to newer investors
As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.
