Spikes in volatility levels can impact returns on a fund’s portfolio. The low leverage point for Portfolio+ ETFs provide for relatively minimal impact of negative compounding over time for long-term investors.
The asset and wealth management industries are too complacent about the disruption of financial technology, with just 30 percent of firms partnering with fintechs, according to a new report by PwC. ...
Howard University to Offer CFP Programs In conjunction with Dalton Education, the Howard University School of Business is now offering two certificate in financial planning programs. Available immediately, the school is offering Virtual Classroom Certificate in Financial Planning and Self-Paced Online Certificate in Financial Planning programs. ...
U.S. Household Wealth Rises to $98.7 Trillion Americans' net worth has risen to $98.7 trillion, thanks to a booming stock market and healthy gains in home prices, according to the Federal Reserve. The Fed reported that the value of stock portfolios jumped $1.3 trillion in the last quarter of 2017 compared with the prior three months. Home values also increased by $500 million in the same time period. ...