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.


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


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.


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.


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.


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.


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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