Bank of America Corp.’s equity traders posted their best fourth quarter ever as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates.
Metals extended their dramatic start to the year — with gold, silver, copper and tin all hitting record highs — as investors piled into the commodities as a red-hot alternative to more traditional assets.
Skild AI Inc., a fast-rising startup that makes software to help robots learn to complete tasks, has secured about $1.4 billion in a new funding round that values the company at more than $14 billion, more than triple what it was worth just seven months ago.
Human behavior is far and away the most challenging aspect of any team — large or small. Add in family dynamics, and there is often plenty of “crazy” to go around.
Growth in this new era isn't about hoping for the next referral; it’s about building a client experience so proactive and so clear that your clients feel like you are seeing around corners for them.
AI won’t make advisors obsolete. It will make average advice obsolete. The professionals who resist technology will lose clients to the illusion of confidence. The ones who embrace it — and layer human insight on top — will build stronger, faster-growing practices.
Clients, they remember (your messaging because) they are living it and being it. That’s one way to make yourself memorable — have something that is easy to remember and connect with.
Oil briefly rose above $65 a barrel for the first time since November after the US escalated pressure on Iran, while tankers were attacked near a vital terminal for Kazakh crude on Russia’s Black Sea coast.
The outlook for the global energy transition is likely to be more volatile than investors may have expected, according to JPMorgan Chase & Co.
Artificial intelligence infrastructure has been a solid stock market bet over the past year, with many of 2025’s best performers in the S&P 500 Index falling into the category. But the trade is getting volatile as some of the perceived winners start taking hits.
US Treasuries slipped Tuesday as traders looked to December’s inflation data for clues on how quickly the Federal Reserve may resume lowering borrowing costs this year.
Investors’ newfound affinity for companies that benefit most from an accelerating economy is in for a tough test as the latest earnings season kicks off.
Instead of offering a forecast, let us consider the potential events and factors that could influence investor sentiment and move markets this year. Inevitably, no matter how many events we and others are considering today, there will be market-moving ones that are not on anyone's radar currently.
IRMAA (Income Related Monthly Adjustment Amounts) acts as a penalty on prosperity, lightly touching the truly wealthy and passing over the poor and those doing okay. It is a dagger aimed at the heart of affluent professionals who diligently saved for retirement and are now drawing down their ample 401(k) funds.
Quantum computing could alter productivity, industrial structure, capital allocation, and even the balance of global power. The transformation won’t happen overnight, but investors who wait for proof may find they have waited too long.
Nvidia Corp. plans to invest $1 billion over five years in a new laboratory with Eli Lilly & Co., aiming to speed up the use of artificial intelligence in the pharmaceutical industry.
According to just about every significant economic indicator, including the December jobs numbers released Friday, the US economy is doing fine. Not great, mind you: Job growth stalled in 2025. But unemployment is low, gross domestic product growth is solid, and inflation is seemingly trending downward.
Going public used to be a sign that a company had made it. In the last decade or so, however, IPOs started to become a little … cringe.
Meta Platforms Inc. has appointed a former top adviser to US President Donald Trump to a newly created senior management role focused on partnering with governments and investors on AI.
The US economy seems to be in the throes of one of its biggest bursts of productivity in decades, weighing on business labor costs and hastening the disinflation process.
The hottest corner of the stock market in 2025 remains scorching in the new year, but the relentless momentum has some Wall Street pros wondering if a reversal is coming.
It’s been eight years since Venezuela stopped paying its debt. But traders are making a wager that the ouster of Nicolas Maduro will deliver windfalls to holders of the country’s $59 billion of bonds.
The key in both approaches will be to cleverly avoid the ire of regulators by trying not to trigger outbound investment rules when they buy Chinese firms, and by using hiring-and-licensing deals — known in the industry as acquihires — to avoid antitrust scrutiny when they grab competitors in the US and Europe.
Retail traders have extended a buying spree into the new year, following a record-setting performance in 2025, an analysis from JPMorgan Securities’ Arun Jain shows.
Stablecoin transactions reached unprecedented heights last year, buoyed by favorable policy in the US under pro-crypto President Donald Trump.
If you can’t get what you want, get what you need. It’s taken the best part of two years, but JPMorgan Chase & Co. has finally helped Goldman Sachs Group Inc. and Apple Inc. do just that with the tech giant’s credit card.
A stunning rally in Venezuelan assets after US forces removed president Nicolas Maduro from power has showcased how unprepared the local market is to absorb the new wave of attention.
US equities edged higher on Friday, as December’s payrolls report did little to change the outlook for leaving interest rates on hold. Traders remain on alert for a possible Supreme Court ruling on whether President Donald Trump’s tariffs are legal.
Bets on artificial intelligence companies have dominated US equity markets for three years, powering a 78% gain. A growing number of investors are now wagering that run, led by the Magnificent Seven, is about to end.
President Donald Trump is set to outline his vision for rebuilding Venezuela’s battered oil sector Friday in a meeting with representatives from 17 energy companies, including crude producers, refiners and commodity traders.
Alphabet Inc. has overtaken Apple Inc. to become the second-most valuable company by market capitalization, a reflection of how the Google parent has emerged as one of the most significant winners of artificial intelligence.
The health-care corner of the US equity market has traditionally been viewed as defensive, thanks to steady growth and healthy dividend yields among the industry’s stalwarts. That narrative is changing.
Money managers like Blackstone Inc. and Pretium who binged on single-family rentals in the wake of the financial crisis took blow after blow as housing prices shot up. But the cohort has since cooled its buying, and the attacks slowed.
Federal Reserve Governor Stephen Miran said he is looking for 150 basis points of interest-rate cuts this year to boost the labor market.
US labor productivity accelerated in the third quarter to the strongest pace in two years, adding to evidence that efficiency gains are suppressing inflationary pressures from wages.
SpaceX’s dominance of rocket launches and satellite broadband internet service was reaffirmed last month with news of an insider share sale that would value the company at $800 billion. There was even speculation that Elon Musk’s space venture might sell shares to the public this year with a target valuation of almost double that amount.
Current and potential clients notice advisors who are thought leaders with a strong personal brand, but thought leadership is more than just the communication shared from a podium or social media platform — it’s also one-on-one conversations and small gatherings that drive change in individuals’ lives.
When advisors plan a transition to a new firm, they encounter a common challenge: How may they give a prospective buyer enough information to evaluate the practice without running afoul of Regulation S-P or breaching client confidentiality obligations?
As we kick off the new year, here are some suggestions for areas to focus on with your team in 2026 to build momentum, enhance momentum or change direction
The rich are increasingly looking for properties that can accommodate extended families, according to the 2026 Luxury Outlook report by Sotheby’s International Realty. Millennials and Gen Xers are driving the shift as they search for homes that work for both young children and aging parents.
Alaska Air Group Inc. is ordering 110 Boeing Co. aircraft, laying the groundwork for a global network with the largest investment in new planes in the airline’s history.
The speculation that has pushed its notional market capitalization beyond $20 billion — and that of all pure cryptocurrencies, including Bitcoin, to more than $2 trillion — is a social phenomenon that could end as suddenly as it arose.
Tesla enters 2026 grappling with its loss of the global EV sales title to BYD and a persistent production surplus that has strained profit margins. Despite growth in its energy storage division, the company faces significant underutilization of its manufacturing capacity as premium vehicle sales lag behind previous years.
Bitcoin options are showing that traders are setting their sights on a return to the $100,000 price level amid optimism that investors will turn back to digital assets following the crypto market’s crash in the fourth quarter.
Nvidia Corp. Chief Executive Officer Jensen Huang said that the company’s highly anticipated Rubin data center processors are in production and customers will soon be able to try out the technology.
Morgan Stanley filed for Bitcoin and Solana exchange-traded funds, marking its first foray into the popular corner of the funds world two years after the explosion of crypto-focused ETFs in the US brought them into the mainstream.
Taxes are a necessary fact of life. Although no one likes paying them, and they divert resources and cause waste, governments need revenue to provide essential (and some not-so-essential) services.
To resist the dollar’s assault and preserve monetary sovereignty, China has asked banks to start paying interest on e-CNY holdings in customer wallets from Jan. 1. Amid this superpower rivalry, nations must strive to preserve their unit of account — dollar, euro, yen, or yuan — from becoming a casualty of technological dominance.
We’ve reached the 100-year milestone for our dataset that we began collecting in the 1970s. We'll review key data from the prior century to gain perspective on that period and consider what it could mean for the future.
Ultimately, risk tolerance is revealed through thoughtful conversations about what must be fully protected and where clients are willing to take risk. But risk tolerance is just one piece of the puzzle — risk management is where advisors can add significant value and differentiate themselves.
