Equities

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Wealthiest Families Switch Gears Amid Recession Fears

Family unity was the top priority last year, but financial matters are the new preoccupation, according to Citi Private Bank’s survey of family offices.

The ESG Conversations You Need to Prepare For

Regardless of your opinions on ESG, it has staying power. Here’s how to discuss it intelligently with clients.

Why Commercial Real Estate Deserves a Closer Look

Opportunities abound in the public and private markets, but investors must “retool” their thinking, says Green Street.

‘Late Cycle’ Good for Healthcare Stocks, Says Morgan Stanley

Its strategists noted the S&P 500 health sector has underperformed but it has qualities that position it for growth.

JPMorgan’s Dimon Cautious on Economy, Blasts New Bank Rules

JPMorgan CEO Jamie Dimon told investor that new bank rules could prompt lenders to pull back and stymie economic growth.

Is Economic Anxiety Paralyzing Your Clients?

Here are 13 worries many retirees have, even if they haven’t told you, and conversation starters to help ease their fears. (By Bryce Sanders)

Investors Saved $9.8b in Fund Fees in 2022: Morningstar

The real winners may be financial advisors, as asset managers strip out advice services to reduce fund fees.

Climate Initiatives Take Beating This Year

There are many reasons, but the political backlash against ESG wasn’t one of them.

BlackRock’s Fink Says He’s Stopped Using ‘Weaponised’ Term ESG

BlackRock has lost about $4 billion in managed assets as a result of backlash against ESG but isn't changing its stance on those investments.

Latest News

Industry Groups Oppose New Advisor Best Practices Rule

FSI and others say Nasaa’s rule proposal is confusing and could negatively impact Main Street investors.

Study Reveals Insight into Affluent American Investors’ Mindsets

Key findings of the study include a noticeable decrease in financial security among affluent Americans.

Did ETF Investors Profit from Hamas Attack?

A U.S. professor stands by his research showing there was a spike in short selling of an Israel ETF leading up to the attacks. The Tel Aviv exchange says the research is inaccurate.

Ex-Wells Fargo CEO Sues Bank For $34 Million In Withheld Pay, Stock

The former CEO says the bank canceled stock awards and withheld a bonus he had earned before stepping down.

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

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