Investments

  • Who Are The Top Portfolio Trading Teams? Who Are The Top Portfolio Trading Teams?

    Institutional Investor's 2017 All-America Trading Team Rankings Highlight New Up-and-Comers

    Today Institutional Investor launches its All-America Trading Team rankings, spotlighting the top electronic, high-touch, and portfolio trading teams along with the best firms providing unique market color to the buy side. read more
  • Investor Protection Takes Center Stage Investor Protection Takes Center Stage

    Financial Planners to Take Their Agenda to ‘The Hill’ During the 4th Annual FPA Advocacy Day in Washington, D.C.

    With investor protection taking center stage in recent deliberations among federal policymakers and legislators, there is an ongoing need to educate those forming policies that protect consumers to hear directly from financial planning professionals. read more
  • Mining the Market’s Growth Opportunities Mining the Market’s Growth Opportunities

    6 Reasons Private Equity Groups Are Investing In Homecare

    Private Equity Groups (PEGs) have recently been making huge investments in home health and hospice providers, according to Bradley Smith, managing partner at VERTESS, an international M + A advisory firm that helps healthcare business owners prepare their companies to be acquired or to make acquisitions to create new revenue growth. read more
  • Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments

    More advisors should be talking about long-term inflation risks, especially for older investors

    For the past three years, Fidelity has explored issues that are top-of-mind for advisors through its quarterly Fidelity® Advisor Investment Pulse survey. It found that topics like the government and economy, portfolio management, market volatility, and interest rates consistently rank at the top of advisors’ list of concerns. read more
  • Volatility Returns to Markets Volatility Returns to Markets

    After reaching all time highs, indexes abruptly tumble

    Weekly market view from LMK Wealth Management. Reprinted with permission. Visit lmkwealth.com

    Early last week, both the S&P and NASDAQ recorded all time highs before tumbling along with the Dow as political concerns rose. By Friday, though, the markets had largely rebounded and steadied read more
  • First Quarter 2017 Annuity Sales Decline First Quarter 2017 Annuity Sales Decline

    Is uncertainty about DOL impacting VA sales?

    Is uncertainty about DOL impacting VA sales? WINDSOR, Conn., May 18, 2017 – U.S. annuity sales were $52.0 billion, a slight uptick from fourth quarter, but a 12 percent decline from the first quarter 2016, according to LIMRA Secure Retirement Institute’s First Quarter 2017 U.S. Retail Annuity Sales Survey. This is the fourth consecutive quarter ... read more
  • Risk Is Reality Risk Is Reality

    The ideas that lower 'market price = loss or bad' and that 'higher prices = profit or good' are the greatest risk-creators of all

    by Steve Selengut

    Most investors incorrectly think of "risk" as the possibility that the market value of a financial asset might fall below the amount that has been invested... OMG, how could this be happening! read more
  • Home Equity, Retirement Accounts Key to Most Families’ Financial Assets Home Equity, Retirement Accounts Key to Most Families’ Financial Assets

    What they’ll depend on outside of Social Security and pensions

    Home equity and retirement accounts (401(k)-type plans and IRAs) account for nearly all the assets that many families have to depend on in retirement outside of Social Security and traditional pension plans, according to new research from the nonpartisan Employee Benefit Research Institute (EBRI). read more
  • Savings Rates, Account Balances Climb to Record Levels in First Quarter Savings Rates, Account Balances Climb to Record Levels in First Quarter Fidelity Investments® today released its quarterly analysis of its 401(k) and Individual Retirement Accounts (IRA). read more
  • Regulatory Forecast 2017: What Trump Means For Business Regulatory Forecast 2017: What Trump Means For Business

    How the White House, Congress and the Courts are changing the landscape

    Crowell & Moring LLP is pleased to announce the release of its third annual regulatory outlook, "Regulatory Forecast 2017: What Trump Means for Business.” The special report provides in-depth analysis on how the new administration, Congress, and the federal courts are changing the regulatory landscape and what it means for business in the months ahead. read more
  • IMX Breaks Streak of Record-Breaking Highs, Declines for First Time in Three Months IMX Breaks Streak of Record-Breaking Highs, Declines for First Time in Three Months

    Retail investors are net buyers, despite lower exposure to equity markets

    The April 2017 Investor Movement Index® reading fell for the first time in three months, dropping to 6.06, TD Ameritrade, Inc. announced today. read more
  • Americans Not Ready to Help Themselves Americans Not Ready to Help Themselves

    Three Out of Four Older Americans Fail Retirement Income Literacy Quiz

    Three in four retirement-age Americans fail a quiz on how to make their nest eggs last throughout retirement. read more
  • Forming Valid Income Investing Expectations 101 Forming Valid Income Investing Expectations 101

    How much do we really love volatility?

    by Steve Selengut

    I've come to the conclusion that the stock market is an easier medium for investors to understand (to form behavioral expectations about) than the fixed income market. As unlikely as this sounds, experience proves it. read more