Here are some tips to make your use of GPT-4 more efficient.

Advisors are picking sides and staying in their silos. It’s creating havoc.

Oracle Corp. surged to a record high after the company said its cloud-computing business will continue its rapid growth in the coming fiscal year.

Don't let geography hold you back from achieving success in a lucrative niche.

Tour CPA partnerships will require certain conditions to flourish. Keep in mind these critical dos and don’ts.

The crypto verse has seen what seems like a lifetime of ups and downs already this year, yet activity in products linked to the industry has been nearly nonexistent, with analysts saying that investors have abandoned the sector without plans to come back anytime soon.

Cathie Wood’s funds have reentered Meta Platforms Inc. and Taiwan Semiconductor Manufacturing Co. after nearly a year and a half, as the high-profile manager makes new bets on artificial intelligence and chips.

Here are the four things every prospect process must have to successfully land your next ideal client.

William Eigen isn’t about to apologize for his bond fund’s performance this year. Yes, his $8.7 billion JPMorgan Strategic Income Opportunities Fund is trailing about 60% of its peers after trouncing nearly every one of them last year.

Big money managers are slashing bearish wagers and boosting equity exposure ahead of a week of potentially market-moving news.

In August 2020, Exxon Mobil Inc., the largest American oil company, was expelled from the Dow Jones Industrial Average, the world’s most famous stock index. It was described at the time as green triumphing over greed.

There’s not much you can do about rising college costs, but there are a few tax breaks you can use to help offset the expenses.

President Joe Biden vetoed a bill designed to kill the administration’s sweeping student-debt relief plan on Wednesday.

Clearly, investing in gold has been an epic failure.

How have U.S. stocks performed this year? The answer is simple, but you’d never know that from looking at the three most often quoted indexes.

Warren Buffett is shielding Occidental Petroleum Corp. from the worst of the drubbing hitting oil and gas producers and making the stock trade like fossil fuel firms more than five times it size.

A key question advisors will face from clients is whether a recession is likely and if so, what to do about it. The widespread pessimism among consumers and investors adds another layer of complexity to portfolio management.

While the 60/40 approach may rapidly become obsolete, the debate over its value has bolstered the teaching of MPT and stressed the benefit of extensive diversification as the most efficient portfolio construction methodology.

I had the chance to recently speak with a financial planner who was frustrated with his life’s work managing money for other people. “No matter what I did, I could never beat the S&P 500,” he conceded.

Soaring corporate profits are a big part of the inflation problem, and keeping interest rates high is the best way to rein them in, according to Bloomberg’s latest poll of professional and retail investors.

Short sellers are informed investors who play a valuable role in keeping market prices efficient – short selling leads to faster price discovery. Fund families that invest systematically have found ways to incorporate the research findings to improve returns.

The risks for bond investors from next week’s Federal Reserve meeting go well beyond whether officials decide to raise interest rates again.

Bob was in Las Vegas last week where he spoke at the AICPA conference, and then did some fly fishing in Denver.

Emerging-market bulls are still upbeat on the asset class, even after China’s highly-touted reopening rally fizzled and proved Wall Street’s early 2023 optimism to be misplaced.

Asset managers looking to replicate the success of JPMorgan’s biggest actively-managed exchange-traded funds will likely have to do it without the same market tailwind the ETFs enjoyed.

Social listening quantifies sentiment toward your brand, what content is garnering attention and common themes to address or leverage.

The artificial intelligence hype that has propelled US technology stocks in the past few weeks is showing signs of fatigue.

The clouds are finally parting for Tesla Inc. investors who stuck with the electric-vehicle maker through a rough ride. A rush of good news for the company and the return of bullish market conviction put the stock on pace to more than double this year.

The punditry knows that clients dread uncertainty. They count on it. They prey on it.

I wrote this article in 2030 after I interviewed several retirees whose income plans were designed by ChatRET.

The UK has a complicated, punitive, badly constructed, and all-around dysfunctional tax system.

Spare a thought for the other AT1 crowd — not investors in Additional Tier 1 securities extinguished in Credit Suisse Group AG’s rescue, but shareholders in Aroundtown SA, the Frankfurt-listed property firm with the same stock-market ticker.

Having a reliable sales and marketing system that works automatically in the background, bringing in new, qualified leads every month instead of having to go on the hunt, allows you to prioritize your work in a meaningful way.

With the US debt ceiling standoff defused, the Treasury can start borrowing big money again. The government is forecast to issue up to $1 trillion of debt this year in short-term bills, sucking cash out of the US financial system.

A group of Alphabet Inc. contract workers is launching a unionization campaign, saying they need a greater voice at the company that has tasked them with work on its most high-profile products, including training generative AI answers in Google’s search engine and chatbot.

Billionaire Ray Dalio, the founder of Bridgewater Associates, said the US is seeing stubbornly high inflation along with elevated real interest rates.

Global bonds are slumping after two shock interest-rate hikes this week served traders a reality check that central banks are far from done fighting inflation.

Various forces have contributed to this collapse, including advertisers fleeing from extreme content; brands and celebrities quitting the site; and the risible failure of the Twitter Blue subscription, which transformed the “coveted” blue check into a mark of comic derision.

Investors are piling cash into the largest junk bond exchange-traded fund at the quickest pace in nearly three years amid a broad rebound in risk assets.

Relative rotation entails shifting among stocks, sectors, and stock factors. The strategy adds significant value to portfolio management if done well.

Today BloombergNEF released its seventh annual Electric Vehicle Outlook. The report offers reams of new data and projections around what’s become a familiar story: EV sales are growing at double digits each year and are now the only growth area in the global passenger vehicle market.

If you learn how to interpret someone’s handshake, you can immediately adapt your behavior to appeal to their communication needs and instantly build a more productive relationship.

Staying “on niche” helps financial advisors to stand out from the competition. By consistently aligning all aspects of their marketing efforts to their niche, advisors become trusted experts and enjoy long-term success.

“Owning bonds is better than white-knuckling it in stocks in an economy that is going into a recession,” Jeffrey Gundlach said.

Let’s change the language for how we help employees make behavioral shifts.

US mortgage applications for home purchases fell for a fourth week as 30-year fixed rates held close to an almost seven-month high.

US corporate bond investors are getting a new artificial intelligence-powered tool aimed at helping them more easily make electronic trades with increased transparency in the notoriously opaque market.

The emotionally overwhelmed brain cannot assimilate and act upon rational information.

The once-hot Wall Street trades of 2023 are all falling apart, in a fresh blow to market pros blindsided again and again ever since the pandemic broke out.

The first step in winning the “war for talent” is understanding what your potential employees want.