Markets & Investments

Markets & Investments (152)

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. 

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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.

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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.

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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.

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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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