Articles
Articles from our Weekly Newsletters
Making Clients Matter: How Mercurio’s Principles Can Help Your Advisory Practice
When clients, specifically, feel they matter to their advisor, they engage more deeply in the planning process, follow through on recommendations, refer more frequently, and build lasting relationships that transcend market volatility.
The Buyer's Journey Has Changed. Has Your Marketing?
The buyer's journey for financial advisory services has fundamentally shifted. In 2026, prospects are making significant decisions and judgments before they ever speak to an advisor. Advisors who fail to recognize this shift are missing the most critical window in the entire client acquisition process.
Kevin Warsh Has Breathing Space, For Now
The first data releases since Federal Reserve Chairman Kevin Warsh took office suggest that inflation has subsided, making his job a little easier.
US Set to Impose New Tariffs by Friday With Stopgap to Expire
By moving forward with the latest proposal, Trump would cement his commitment to tariffs, despite voter concerns about the cost of living heading into November’s midterm elections.
US 30-Year Yield Raises Alarm in Longest Run Above 5% Since 2007
The US 30-year bond yield is trading above 5% for the longest stretch since the dawn of the financial crisis, echoing investor concerns about a growing debt pile and sticky inflation.
Blackstone Debuts Funds to Bring Private Markets to Main Street
Blackstone Inc. leaned on Wellington Management Co. and Vanguard Group to create two new funds that will give individual investors access to private assets as it looks to go beyond its roots as a money manager for pensions and institutions to become more of a household name.
Alphabet Earnings Need to Show Cloud Growth as AI Spending Soars
With AI spending skyrocketing, investors are looking for Alphabet Inc.’s earnings to show strong growth in its cloud-computing business, which would demonstrate a clear return on the company’s investments.
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.