Risk Management

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Bad Timing Cost Fund Investors 17% In Gains The Past Decade, Morningstar Says

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The timing of purchases and sales has caused investors to miss out on potential gains.

Advisor Dangers Rise When Wealthtech Deprioritizes Risk

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When companies deprioritize risk, they ignore the needs of the market they are purportedly trying to support.

Small Caps Provide Better Returns After Downturns, MSCI Says

by FA Staff

Post recession or after an economic slowdown is a good time for small caps, the firm said.

Advocacy Group Points To Dangerous Weapons Manufacturers In Largest Funds

by FA Staff

Many investors would shy away from investments in controversial weapons, As You Sow said.

Why This Big Wealth Tech Abandoned A Familiar Brand

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Riskalyze has been renamed Nitrogen, a name the company says reflects its evolution into a growth-minded tech provider.

Dealing With Bear Markets

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Here are some tips on how to address bear markets with clients.

Some Investors Plagued By 'Flat Out Angst,' Franklin Templeton Says

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Investment opportunities still exist in uncertain market, the global asset manager said.

Options For Addressing Risk In A Concentrated Portfolio

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Listed derivatives can help mitigate both idiosyncratic and market risks while avoiding tax friction.

Economic Times Are Ripe For Gold Investing, State Street Says

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Inflation and the threat of a recession point to higher gold prices, a company strategist said.

Clients Shouldn't Rush Into Investing Windfalls, Advisors Say

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The best thing for clients to do after receiving a big influx of cash is to be patient.

More Deposit Insurance Won't Make Banks Safe

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Instead, create a backstop that encourages them to act responsibly.

Is The Great Asset Shift For Real?

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Financial Advisor asked investment specialists how they're shuffling portfolios in a high-interest-rate world.

Top Earners Collecting Unemployment Benefits Have Surged 500% In Last Year

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Since June 1, about 351,000 adults in high-income households applied for unemployment insurance, and 72% received them.

Bruce Springsteen May Believe In Fortune Tellers, But Investors Shouldn't, Empower Says

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Americans need to have more open financial discussions, a new report says, but they aren't.

Taking The Emotion Out Of Investing

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Quantitative analysis enables fact-based investing without emotion-based decisions, this executive says.

Top U.S. Banks To Reveal $521 Billion Deposit Drop, Most In Decade

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The KBW Bank Index is down 19% this year, and lost 25% in March alone as bank stocks suffered.

As Inflation Slows, It Is Time To Reconsider Those I Bonds

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In May, I bonds will begin reverting to a 3.38% inflation-based rate, along with any fixed rate they were issued with.

Buffett Says More Bank Failures Are Likely But Depositors Are Safe

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Buffett said he's willing to wager that no depositor will lose any money in the next year.

Advisors Are Bullish On Equities For 2023, Survey Says

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Clients' skittishness offers advisors opportunity to shine, InspereX said.

Wealthy Clients Better Plan For Election-Time Changes To TCJA

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Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

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