Markets & Investments

Markets & Investments (183)

Traditional Asset Managers Take Cautious Approach to Cryptocurrency

The approximately 1,643% return of Bitcoin in 2017 and its subsequent decline has driven strong interest among investors in cryptocurrency and its enabling technology, which is called either a distributed ledge or blockchain. Read more...

Investors’ Fickle Nature Calls for Balanced Approach to Portfolio Management

The dramatic reversal in sector leadership within the S&P 500 Index during the past two years demonstrates the highly fickle nature of investors. It also illustrates how advisors can add value by encouraging clients to take a balanced approach to investing. Read more...

Market Plunge Sparks Website Outages for Financial Firms

The 1,157 point drop in the Dow Jones Industrial average in early February resulted in a deluge of investors checking their accounts online, which in turn caused temporary failures or the slowing of services from internet platforms operated by Fidelity, TD Ameritrade, T. Rowe Price, Betterment, and Wealthfront. So reports Financial Planning.

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Mega Roth Underscores Need for Financial Planning

The mega backdoor Roth IRA can be an appealing opportunity for advisors to differentiate their services and capture assets that may otherwise flow into 401(k) plans not in their book of business. Read more...

Low Fee Funds May Not Always Be Best Option


Investment products that focus on tax efficiency and risk management may reduce costs for investors more than low-fee funds, according to a study called “The Efficient Investor” by Matt Fellowes, CEO of United Income. So reports Financial Planning. Read more...

Will the Public Warm Up to Annuities?

Annuity sales have been dreary, but Americans for Annuity Protection believes the products will enjoy increased popularity with the public next year. So reports Insurance News Net Read more...

Annuity Firms Shift Sales Strategies

Annuity firms are increasingly discussing investment strategy, planning, and technology rather than simply pushing products to advisors in response to growing concerns over the fiduciary standard. So reports FinancialPlanning. Read more...

Is a Bond Ladder a Reasonable Alternative to Annuities?

Rather than pay fees and contend with other drawbacks of annuities, retirees may want to consider creating a bond ladder with Treasuries that will mature each year to create income. So reports Forbes. Read more...

Focus Funds Give Firms a Second Chance at Active Management

Morgan Creek Capital Management’s Mark Yusko has been a vocal critic of ETFs. More recently he decided to join the enemy by launching his own of ETF, reports Bloomberg.

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Divergence in Growth, Value Equities Reflects Dated Accounting Standards

Growth indices have drastically outperformed their value counterparts over the past 10 years, yet a look under the hood of benchmark construction shows that the results can’t be viewed from the traditional perspective of style classification. Read more...

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