Risk Management

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The Perils Of Outsourcing Asset Allocation To A Risk Score

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Investors are not receiving truly personalized portfolios, leading to sub-optimal outcomes.

Advisors Urged To Look At 18-Month Investment Horizon

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The Macro Institute advocates for a long-term investment outlook that focuses on worldwide trends.

Client Portfolios Are About Needs And Taxes, CIOs Say

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Adjusting client portfolios to the current environment has to go beyond the cookie-cutter approach, they said.

Firm Looks To Bring Structured Notes To Retail Investors

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The products provide a measure of safety and can be had for investments as low as $1,000, Halo Investing says.

Advisors Need To Be Careful When Using Fintech Vendors, Exec Says

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Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.

What's Behind The U.S. Stock Market Disconnect?

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There is little reason to believe that the current rally can last.

How To Help Mitigate Interest-Rate Risk--Without Sacrificing Income

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Low-duration preferred and hybrid securities offer the potential for multiple benefits within a diversified portfolio.

Should Your Client Own A Risky Investment?

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Here's what to say when clients stray outside of their risk tolerance profiles.

Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

EY Offers Advisors 10 'Resolutions' For Better Profits, Efficiency

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Best practices to promote growth should be embedded in advisory firms, EY says in a new report.

TV Ad Claims Vanguard Takes 'Marching Orders' From Climate-Change Deniers

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The environmental advocacy group running the ad contends the company refuses to address climate change.

Investors With Advisors Are More Confident, Janus Henderson Survey Says

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Advised clients were less likely to make investing mistakes because of emotional reactions, the company said.

What You Can Learn From Nobel Laureates

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Buy low-cost (securities), hold for a long time and avoid paying taxes.

U.S. Stocks Will Hit All-Time High Early In 2024, Bob Doll Says

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But he predicted that the rally would fade as the year goes on.

What To Do About Financial Advisors In Cognitive Decline

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Most firms are unprepared for the potential mental deterioration of their key professionals.

Wealthy Individuals Most Worried About Loss Of Investment Value, Chubb Says

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Inflation and climate-related disasters are also among their top worries, according to a company survey.

BofA Strategists See Return Of 'More Normal' Market Trends in 2024

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The apparent end of Fed rate hikes and lower inflation mean investors can return to fundamentals, they said.

JPMorgan Is In A Fight Over Its Client's Lost $50 Million Fortune

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At age 78, Peter Doelger was worth at least $50 million, but as dementia set in over the next five years, it was nearly wiped out.

2024 Will Be The Year For SMAs, Direct Indexing, GSAM Says

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The control provided by SMAs is sought by investors and their advisors, Goldman Sachs Asset Management says.

Benefactors Can 'Insure' Heirs' Legacy, Brokerage Executive Says

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Properly planned insurance can not only protect, but enhance, legacy, Chad Druvenga says.

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