Markets & Investments

Markets & Investments (183)

Longevity Annuities are Beneficial: Study

Offering longevity annuities in 401(k) programs can benefit the majority of plan participants, according to a study by Goethe University and the Wharton School at the University of Pennsylvania. So reports Plan Adviser. Read more...

Reporting Services Botch Alphabet, Google Share Pricing

Share prices for Alphabet, Google and about a dozen other companies were incorrectly reported to have tanked approximately 80% by a handful of services, including Bloomberg, Google Finance, and Yahoo Finance. So reports Business Insider. Read more...

Focus on Long-Term, Not Quarterly Figures in Commentary: Columnist

Advisors should provide long-term portfolio performance numbers in their commentaries rather than quarterly numbers to encourage clients to view things from a long-term perspective, maintains Harold Evensky.

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ETFs Are Most Popular Product with Advisors

In a recent Financial Planning Association survey, 85% of advisors said they use ETFs, which has placed the products as the number one choice among financial planners for the third consecutive year. So reports CNBC. Read more...

M&A Activity Rises in First Quarter

Merger and acquisition activity among registered investment advisor firms hit a new record during the first quarter of this year with 44 transactions being completed, according to investment bank DeVoe & Company. So report Benefits Pro. Read more...

Morningstar to Launch Its Own Mutual Funds

Morningstar plans to launch nine sub-advised mutual funds that will cover a variety of asset class and invest in stocks and bonds that the company’s analysts follow. So reports Financial Planning.

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Firms Treading Lightly with Trump Commentary

For advisory firms, commentary on political leadership can be a tricky undertaking.

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Managing Risk as Investors Weigh In on Trump’s Policies

The Donald Trump presidency could potentially be a double-edged sword for investors. Read more...

Surging Energy Sector Calls for Restraint

U.S. energy stocks rebounded with a vengeance in 2016, with a handful of developments supporting strong enthusiasm for the industry. However, as with any instance of surging optimism, advisors would be well served to take a measured approach to investing in the sector. Read more...

Millennials Growing Into an Attractive Market

It’s easy to dismiss millennials as being too young to have accumulated wealth, but the category that consists of Americans born between 1980 and 2000 shouldn’t be dismissed. That's, in part, because there are 90 million millennials. So reports Barron's.

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