Markets & Investments

Markets & Investments (153)

Invesco Files to License Fido’s Active Equity ETF Strategy

Invesco has filed an exemptive order to license Fidelity’s active, non-transparent equity ETF methodology. So reports Think Advisor.


3 Key Ways This Crisis is Different Than 2008-09

The financial markets are upended again for the second time in the last 12 years, although the underlying reasons for the volatility are quite different. 


Most FAs Think We Haven’t Hit Bottom: Survey

Despite wild volatility for weeks, the majority of financial advisors expect it to still get worse before it gets better. So reports CNBC.


FAs in Uncharted Territory with Coronavirus

Many advisors have seen crisis before, including Black Monday and the Great Recession, but the coronavirus global pandemic is uncharted territory. So reports Bloomberg.


Are We Headed for a Recession?

Recent market volatility is drawing an awful lot of comparisons to the Great Recession. But, according to a recent USA Today article, the damage caused by the coronavirus won't likely be as deep or long-lasting as in 2007-08.


Should You Add Bitcoin to Client Portfolios?

Currently, independent Registered Investment Advisors allocate 9% of client funds to crypto investment. So reports Forbes.


Institutional Investors Increasingly Investing in Firms with ESG Practices

In a recent survey by Edelman, 84% of institutional investors said maximizing shareholder returns can no longer be the primary goal of a corporation and 71% of respondents said companies that overemphasize shareholder returns will be partially responsible for consumer or employee activism. So reports 401kSpecialist.


Fixed Annuity Sales Weaken As Interest Rate Decline

U.S. sales of individual non-variable deferred annuities totaled $29 billion in the third quarter, an approximately 12% decline from the same period a year ago, which could be a result of lower interest rates. So reports Think Advisor.


Interactive Brokers Launches Fractional Share Trading

Interactive Brokers has launched fractional share trading for nearly any U.S. stock to provide increased access and flexibility to clients. So reports Wealth Management.


Wealthy Investors Increasingly Pessimistic: Survey

In a recent survey by UBS, 55% of wealthy investors say they fear a big market drop prior to the end of 2020. So reports Think Advisor


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