Interest rates are destined to head upward in earnest from their QE-induced quagmire. The only question is when. Is there a cheap and potentially long-lived hedge that can protect bondholders? There is, but it depends on leverage....More
An entire generation of fixed-income fund managers has grown up professionally in the seemingly never-ending bull market for bonds. Still, some outperform their peers. Here are four young(ish) bond managers that may be poised to continue beating the market....More
While we're coming off of a 30-year bull market in bonds and a 10 percent stock market correction, Nuveen's Chief Equity Strategist Bob Doll says there are more reasons to be confident than fearful in 2014.
RIA firms at the top are increasingly holding more of the assets, while those at the bottom continue to lose their share of the pie, according to a new report by the Investment Adviser Association and National Regulatory Services....More
With many client portfolios barely outperforming the market, and many investors still driven by fear-based thinking and irrationality, advisors need effective strategies for portfolio construction now more than ever....More
Technology is a critical differentiator in today's digital age for running an efficient and effective practice. Those entrepreneurial financial advisors and wealth managers who are leveraging technology in their firms are creating better client experiences, improving cash flow, generating new revenue streams, and scaling their services....More
It's never too early to start saving for college, and for parents, grandparents—even family friends—529 college savings plans offer estate-planning potential, high contribution limits and convenient investment options, including target date funds....More
Global bond markets defied consensus predictions in the first half of this year. But with more muted returns are expected for the rest of 2014, investors already may have earned the bulk of this year’s returns....More