Markets & Investments

Markets & Investments (150)

FAs in Uncharted Territory with Coronavirus

Many advisors have seen crisis before, including Black Monday and the Great Recession, but the coronavirus global pandemic is uncharted territory. So reports Bloomberg.

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Are We Headed for a Recession?

Recent market volatility is drawing an awful lot of comparisons to the Great Recession. But, according to a recent USA Today article, the damage caused by the coronavirus won't likely be as deep or long-lasting as in 2007-08.

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Should You Add Bitcoin to Client Portfolios?

Currently, independent Registered Investment Advisors allocate 9% of client funds to crypto investment. So reports Forbes.

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Institutional Investors Increasingly Investing in Firms with ESG Practices

In a recent survey by Edelman, 84% of institutional investors said maximizing shareholder returns can no longer be the primary goal of a corporation and 71% of respondents said companies that overemphasize shareholder returns will be partially responsible for consumer or employee activism. So reports 401kSpecialist.

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Fixed Annuity Sales Weaken As Interest Rate Decline

U.S. sales of individual non-variable deferred annuities totaled $29 billion in the third quarter, an approximately 12% decline from the same period a year ago, which could be a result of lower interest rates. So reports Think Advisor.

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Interactive Brokers Launches Fractional Share Trading

Interactive Brokers has launched fractional share trading for nearly any U.S. stock to provide increased access and flexibility to clients. So reports Wealth Management.

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Wealthy Investors Increasingly Pessimistic: Survey

In a recent survey by UBS, 55% of wealthy investors say they fear a big market drop prior to the end of 2020. So reports Think Advisor

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Investors Who Work with Advisors Feel Better Prepared for a Recession

Nearly 65% of adults who use a financial advisor say they feel more prepared now for a potential recession than they did in 2008, according to recent study sponsored by the Certified Financial Planner Board. So reports Yahoo Finance.

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Beware of Cash in Sweep Accounts

Brokerage sweep accounts are intended to be a temporary place to park cash resulting from trades and they currently yield just 0.25%. Therefore, they are a poor option for holding cash. So reports Barron’s.

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Year-over-Year Annuity Sales Climb

Overall sales of annuities during the first quarter of 2019 totaled $57.8 billion, up 17.5% year over year. So reports Insurance Net News.

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