Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
CI Financial Plans IPO for U.S. Wealth Unit
By Janet LevauxThe news comes a week after it moved to buy the wealth business of RIA Eaton Vance WaterOak Advisors from Morgan Stanley.
April 04, 2022
Morningstar Cuts ARKK Rating to NegativeCathie Wood's flagship fund took a "wretched" 45.5% loss in the 12 months through February, strategist Robby Greengold wrote.
April 04, 2022
Elon Musk Becomes Twitter's Biggest ShareholderMusk, the world's richest person in the Bloomberg Billionaires Index, has made over $1 billion on his holding since mid-March.
April 04, 2022
Stocks Look Like the Least-Bad Option in a World Full of RiskBut the wall of worry that stocks have to climb is getting higher and higher due to rampant inflation and other factors.
March 31, 2022
Liz Ann Sonders: 3 Indicators Advisors Should Watch NowThe Fed is likely to front-load rate hikes, Schwab's chief investment strategist says.
March 31, 2022
UBS, Envestnet and iCapital Launch Alternatives Exchange: Tech RoundupAlso, eMoney Advisor adds white labeling to its Incentive financial wellness app.
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 29, 2022
Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns"The worsening macro backdrop and market-unfriendly Fed make sustained U.S. equity gains unlikely," the strategists said.