Markets & Investments

Markets & Investments (148)

Should You Add Bitcoin to Client Portfolios?

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

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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.

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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.

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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.

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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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Investors Who Work with Advisors Feel Better Prepared for a Recession

Nearly 65% of adults who use a financial advisor say they feel more prepared now for a potential recession than they did in 2008, according to recent study sponsored by the Certified Financial Planner Board. So reports Yahoo Finance.

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Beware of Cash in Sweep Accounts

Brokerage sweep accounts are intended to be a temporary place to park cash resulting from trades and they currently yield just 0.25%. Therefore, they are a poor option for holding cash. So reports Barron’s.

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Year-over-Year Annuity Sales Climb

Overall sales of annuities during the first quarter of 2019 totaled $57.8 billion, up 17.5% year over year. So reports Insurance Net News.

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Fidelity, New York Life Launch Variable Annuity

Fidelity and New York Life Insurance Company have joined forces to launch the New York Life Premier Variable Annuity—P Series that will provide a minimum accumulation benefit rider. So reports ThinkAdvisor.

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Morningstar: Investor Fees Still Too High

Even though asset management fees have been declining, expenses for investors are still stubbornly high, says Morningstar CEO Kunal Kapoor. So reports Wealth Management

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