Younger investors, we were told, lost their taste for equities after getting beaten up by two recessions in the past 10 years. But new data from Vanguard suggest that Gen Y's aversion to risk may be overstated. The company found that in the...
Advisors don’t appreciate how cautious clients have become, said speakers at the Investment Company Institute’s recent general membership meeting in Washington yesterday. Despite two years of rising markets, clients continue to hold...
Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International’s latest tracking survey.
Liquidity may be more of a return predictor than you think, according to Roger Ibbotson, chairman and chief investment officer of Zebra Capital Management. During a presentation at IMCA’s New York Consultants Conference this week, Ibbotson...
Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities—and bearish on bonds.
Five months after Bank of America sold it off to private equity firms, First Republic Bank announced today that it plans to go public. The firm plans to raise $285.1 million, and will sell 11 million shares of common stock at an estimated price...
CNBC star Jim Cramer may not have liked the valuation of the LPL Investment Holdings IPO, but investors sure did. The happiest people? LPL shareholders who sold off some of their stake in the company, the biggest independent broker/dealer in the...
