Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Large Cap Equity Manager of 2022: Alley Company
By Ginger SzalaThe portfolio had a strong performance in 2021, beating the Russell 1000 Value Index by 2.6%, according to Envestnet.
June 16, 2022
Sustainable & Overall Asset Manager of 2022: SchrodersThe Hartford-Schroders International Stock Fund had returns of 11.4% in 2021, outpacing the benchmark by 3.6%.
June 16, 2022
Meet the 2022 Asset Manager of the Year WinnersThe top active managers, picked by judges from Envestnet and ThinkAdvisor, stand out for their consistent ability to create alpha for investors.
June 15, 2022
The 20 Biggest Asset Managers in the World: Q1 2022These top financial firms are ranked by assets under management, according to ADV Ratings.
June 15, 2022
Ark's Cathie Wood Sees Deflation Risk, Defends Innovation StocksHer flagship Ark Innovation ETF (ARKK) is down more than 65% from a year ago.
June 14, 2022
Death of the 60/40 Portfolio 'Exaggerated': LPL StrategistsRecent losses "have improved valuations for the 60/40 portfolio considerably," LPL Financial strategist Barry Gilbert and Jeffrey Buchbinder said.
June 10, 2022
Debate: Should the Tax Break on Small-Business Stock Be Scaled Back?Two professors discuss cutting the capital gains tax exclusion from 100% to 50% for high-income taxpayers.
June 09, 2022
Schwab's Kleintop: Time to Add Global StocksA retreat by investors "back to what's been working" is "the wrong thinking this time," Kleintop tells ThinkAdvisor.