Articles

Articles from our Weekly Newsletters

Why Advisors Can't Build Crypto Portfolios the Way They Build Stock Portfolios

Digital assets have the products. They have access to vehicles such as ETFs, separately managed accounts, and direct custody. What they still lack is the foundational layer underneath those products: the agreed-upon definitions of what the market is, how its components are classified, and how performance is measured.

Judgment Can’t Be Recruited

Wealth management firms are aware of the looming retirement wave and have put real effort into mitigating it through recruiting, training, succession planning, and technology to modernize the advisor workflow. But what’s truly at risk of being lost is the judgment that senior advisors have accumulated over decades

U.S. Investors Looking for Global Fixed Income Exposure: Try Government Bonds, Selective Credit Picks

Government bonds are back in focus, as investors reassess where value lies in global fixed income. With markets wavering over how quickly interest rates will fall, sovereign debt in several developed economies is starting to look attractive again to us.

Economic Momentum Flips From Blessing to Curse for S&P 500 Bulls

Strong economic momentum is a double-edged sword for US equity traders. Solid growth is an earnings tailwind. But let it run too hot, and it turns from blessing to curse.

Schwab Beats Estimates as Retail Investors Pile Into Market

Charles Schwab Corp. reported earnings that topped estimates as retail investors continued to jump in and out of the market amid volatility sparked by geopolitical uncertainty.

Rush for Korean Stocks Fuels Record Inflow into BlackRock ETF

Investors poured billions into BlackRock’s exchange-traded fund tracking South Korean stocks, underscoring strong appetite for artificial intelligence companies even as wild swings continue to roil local equities.

Biotech IPO Gains Crush AI Listings With Standout 55% Return

The biotechnology sector is stealing the US IPO market thunder from artificial intelligence-related listings, delivering standout returns as bankers line up a steady stream of summer debuts.

Gold and Silver Rise on Dip-Buying as Traders Weigh Fed Strategy

Gold and silver rose on dip-buying, as traders monitored Middle East tensions for signs that higher energy costs could stoke inflation, putting pressure on the Federal Reserve to tighten policy.

The Real Winners in Online Betting Markets

Trading volumes on prediction markets are expected to hit $1 trillion by 2030. Overconfident traders think they are beating the crowd. Herders join it without thinking. Neither approach is likely to be a consistent winner.

How the CFP Board Sold Out the Public & the Profession

Today, the mission of the CFP Board of Standards, a 501(c )(6) nonprofit organization, is to credential competent and ethical financial planners, uphold CFP® certification as the recognized standard, and advance the financial planning profession. The mission is no longer to benefit the public. Selling out the public dooms financial planning as a profession. That’s horrible for the vast majority of certificants that want to be held to a higher standard.

Headwinds & Tailwinds: Minding The Market Weather

There are several market headwinds that warrant attention, as well as a tailwind that may be large enough to keep the boat moving forward. Fully understanding the headwinds and tailwinds will help you better monitor the market barometer, allowing you to assess and adjust risk levels with more awareness going forward.

Backing the Right Private Fund Manager: What Actually Matters

In private markets, manager selection matters significantly more than asset class allocation. The spread between a top-quartile private equity fund and a bottom-quartile one can exceed 20 percentage points annually. In venture capital, the gap is even wider. This is why manager selection is crucial for advisors.

Integrated Tax Retirement Planning: It’s Not What You Make; It’s What You Keep

A holistic approach to retirement planning involves careful thinking and conversation around investment strategy, tax efficiency, income needs, and estate planning. The goal, of course, is to minimize the drag of taxation on lifetime earnings and wealth accumulation while maintaining both compliance and attention to the client’s priorities and values.

Big Tech Needs to Justify AI Spending as Investors Dump Stocks

After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.

Burnham Promises ‘New Economic Model’ to Bring Stability to UK

Andy Burnham pledged a “new economic model” for the UK as he sought to reassure Britons that his ascension as their seventh prime minister in little over a decade would bring an end to the country’s political instability.