Portfolio Construction

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Bad Loans are Becoming a Real Problem for Regional Banks

Assets became source of lending problems for regional banks in 3rd quarter as corporate borrowers and commercial real estate begin to signs of strain.

Portfolio Construction

Vanguard Says Debt Investors Dreading Rates Rout Are Missing Out

Vanguard Group Inc. has a message for investors waiting for the all-clear before returning to fixed income.

Retirement Channel

Redefining Risk: The Revolutionary Approach of Innovator's Defined Outcome ETFs

Innovator ETFs, led by CEO Bruce Bond, is gaining attention in the industry with its "defined outcome ETFs" that aim to revolutionize the way advisors and clients approach risk and return. These ETFs provide investors with a predefined return based on their investment, offering downside protection and a performance cap on the upside. This product appeals to clients seeking exposure to the equity market without the associated risk, making it an attractive option for advisors looking to attract and retain clients. Innovator's defined outcome ETFs offer a unique approach to portfolio construction and client advising, providing a tangible proof point of the advisor's knowledge and measures to protect the client's investment.

Portfolio Construction

'Buy A T-Bill And Chill'

Bond King Jeffrey Gundlach says he's happier as a bond investor now — here's how to get in on the action.

Portfolio Construction

Franklin Templeton Adds to Active ETF Lineup with Launch of Western Asset Bond ETF

“We believe that the case for fixed income is very strong today, and we are thrilled to begin offering WABF at this point in the market cycle.”

Portfolio Construction

Navigating the AI Revolution in Wealth Management: Striking a Balance between Potential and Prudence

Unlocking the Power of AI in Wealth Management: Balancing Promise and Caution. As AI continues its rapid ascent, investment firms explore its transformative potential. Dive into the evolving landscape, regulatory hurdles, and the vital role of human oversight in harnessing AI's prowess for smarter wealth management decisions.

Portfolio Construction

Challenges and Changes in the Target-Date Fund Market: A Landscape Dominated by Five Giants

In the competitive realm of target-date funds, five major firms maintain their stronghold, leaving little room for others to shine. As closures outpace launches, providers grapple with market saturation and evolving investor preferences. Explore the shifts and challenges shaping this dynamic investment landscape.

Recent

Bad Loans are Becoming a Real Problem for Regional Banks

Vanguard Says Debt Investors Dreading Rates Rout Are Missing Out

Redefining Risk: The Revolutionary Approach of Innovator's Defined Outcome ETFs

'Buy A T-Bill And Chill'

Franklin Templeton Adds to Active ETF Lineup with Launch of Western Asset Bond ETF

Navigating the AI Revolution in Wealth Management: Striking a Balance between Potential and Prudence

Challenges and Changes in the Target-Date Fund Market: A Landscape Dominated by Five Giants

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Redefining Risk: The Revolutionary Approach of Innovator's Defined Outcome ETFs

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