Cathie Wood's ARKK: A Year From Its Peak and Still Struggling
By Emily GraffeoOne year and a 53% drop later, there could still be plenty of pain ahead for the ETF with her beloved disruptive-tech chasing strategy.
February 07, 2022
Market Volatility Ahead? What to Know About the Cboe VIXHere's how it works, what it says about markets, and what it means for advisors and clients.
February 04, 2022
Big DOJ Probe Looks at Almost 30 Short-Selling Firms and AlliesAs part of the probe, the FBI seized computers from the home of Andrew Left, the founder of Citron Research, some sources said.
February 04, 2022
Will the SEC Ban 12b-1 Fees?Their use is declining as the SEC targets conflicts of interest. But are they a "lesser evil"?
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
January 31, 2022
Merrill's New Training Program: Less Selling, More Coaching, Plenty of SkepticismCan Merrill meet its goal of graduating 1,000 new advisors a year? Will they stick around? Recruiters have doubts.
January 31, 2022
60/40 Portfolio Set for Worst Loss Since March 2020The Bloomberg 60/40 index has lost 5.4% in January, its worst showing since the start of pandemic lockdowns.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.