Most Markets Have Made All Their Gains for the Year: Wells Fargo’s McMillion
The head of global asset allocation strategy also says to expect more volatility and opportunities to make some tactical adjustments.
What Advisors Should Know About Liquid Alts
Alternatives are good investments in many markets as long as investors bear a few things in mind, Morningstar panelists say.
SEC’s Piwowar Warns About ‘SAFE’ Crowdfunding Instrument
"Despite its name, a so-called SAFE is neither ‘simple’ nor ‘safe,’” SEC Commissioner Michael Piwowar says of simple agreements for future equity.
Why More Advisors Are Using Strategist Portfolios
Here's what they should look for when choosing among the increasing number of strategist firms and portfolios.
Direxion Adds 5 Leveraged ETFs Tied to Changing Policies: Portfolio Products
In other product news, Arrow Funds placed two ETFs on E*TRADE’s commission-free ETF platform.
How to Discuss Impact Investing With Your Clients
It's a conversation most women and millennials want to have — and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
ESG Investing: No Longer Optional, but Essential
Bottom line: People are saving the world with their money and RIAs need to integrate it and guide clients to survive.
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.
Global Macro Mutual Funds — A Primer
Among the growing number of hedge fund-like strategies appearing in mutual fund form, investors can now choose from “global macro” funds.
VC Investment in Fintech Rises to $1.2 Billion in US: KPMG
Robo-advisory, artificial intelligence and data analytics look to be “hot investment areas” next quarter, KPMG said.