Equities

Low-Volatility ETFs May Help Clients Meet Retirement Goals

These transparent, lower-fee vehicles offer a potential way to capture equity appreciation without boosting risk.

Audacious BlackRock challenge is Bluebell’s David vs. Goliath Playbook

Bluebell Capital Partners' attempt to oust BlackRock Inc. CEO Larry Fink represents the small activist hedge fund's boldest bet.

Investors Turn To ETFs As Recession Fears Knock Down Meme Stocks

Retail investors are doubling down on ETFs as rising interest rates and volatile markets curb their appetite for risky assets.

How to Help Clients Make an Impact

Aligning interests and investments may be more important to them than you realize — and easier than you think.

Active Funds That Consistently Beat the Market? Not One of 2,132

A new study of actively managed mutual funds by S&P Dow Jones Indices asked that question and came up with a startling result.

LPL Strategist: Midterm Result May Delay Fed’s Effort To Fight Inflation

A stronger-than-expected showing by Democrats in the U.S. midterm elections may force investors to rethink the split government scenario many had expected.

How to Talk to Clients About Target-Date Funds

When set-it-and-forget-it isn’t working or it’s time to take RMDs, it’s time for a conversation.

Understanding — and Working With — Target-Date Funds

Examine what’s under the hood and then integrate them into a client’s  overall investment plan. (By Richard B. Freeman)

Four Strategies for Using Liquid Alts in Market Downturns

The 60/40 portfolio has failed investors this year. Here’s how you can find additional diversification.

The Two-Bucket Approach for Retirement Income

At today’s yields, individual bonds can help advisors fund and lock in retirement income for clients for the next five years. (By Scott Stratton)

Is it Time to Rebalance After the 3rd Quarter Dichotomy?

Many investors may now be underweighted by more than 10% in equities relative to their strategic allocation. 

Tax-Loss Harvesting: It’s Not Too Early

The markets and interest-rate environment are ripe for this strategy and there’s no need to wait until-year end. (By Christopher Baccella)

Latest News

One Product Powers Annuity Sales to New Records

Total annuity sales surged to $310.6 billion last year, a 22% increase from 2021 results and 17% higher than the record set in 2008.

Wealth Taxes Have Unexpected Consequences

A new paper finds they encourage companies to raise dividends so executives have the funds to cover wealth taxes.

Advisor Clients More Nervous About Financial Futures, Survey Finds

They are more likely to say they will continue to work and are less confident about their financial futures, a Nationwide survey finds.

WalletHub Release 2023 Best and Worst States to Retire

The ranking looked at 47 metrics related to affordability, quality of life and health care.

Heard of Magna, Utah? Clients’ Kids Might Want to Buy a Home There

A new ranking identifies the best markets for first-time home buyers.

Real Estate Sector Expected to Outperform

According to a new report, one sector of real estate is continuing to break records despite rising interest rates.