There’s a reason the social network has taken so long to go public: There’s a good chance it might all fall apart.

A comfortable retirement is supposed to be the culmination of the American dream, yet far too many actual Americans are falling short of achieving it. In the spirit of fan fiction, I'd like to set up a better ending.

Is prospecting (in the traditional sense) still a relevant and applicable concept for selling?

The latest economic data for the US are better than most dared hope a year ago. Inflation has fallen much faster than the Federal Reserve expected, and so far without the abrupt economic slowdown and higher unemployment that many economists thought likely.

Investors’ lingering fears of recession have prompted Wall Street banks to hawk a complex hedge: exotic options that pay off if stocks fall and bond yields also drop.

Here’s how you can use video to build relationships with clients and prospects.

The stock market’s rally to record highs heading into this week’s Federal Reserve meeting has some of Wall Street’s biggest optimists growing concerned that the good vibes are sending a contrarian signal.

Wall Street is widely expecting the US Treasury to announce a final increase to its sales of long-term debt this week, after a steady ramp up in supply that’s sometimes tested buyers’ appetites for funding a widening budget deficit.

Last July, I issued an open letter to the annuity industry requesting the introduction of a product to meet the needs of independent advisors who adhere to a safety-first, goals-based investing philosophy. That call has been answered.

Advisor Perspectives recently asked its community they are recommending the new spot bitcoin ETFs. Many made incorrect statements in their efforts to justify their opposition.

Much discussion of economics since the publication of Thomas Piketty’s book has indeed been influenced by his data and analytic framework.

I provide a high-level overview of the various stages of an RIA merger, sale, or acquisition transaction and detail key considerations for buyers and sellers during each stage including a discussion of the key legal documents.

What does a November 2023 hockey bet have to do with the 2008 financial crisis and the Chunnel connecting England to France? A lot, and the relation is key to understanding financial disasters — not to mention getting paid for longshot sports bets and getting from London to Paris safely.

There’s a price to pay for all the generative AI tools that professionals are using to make themselves more efficient. It’s not just a subscription fee to OpenAI, Microsoft Corp. or some other AI company — it’s their privacy too.

Value investing is the lens through which many view financial markets. Yet, a simple value factor has performed poorly for the last 16 years. Is the value effect over, or will it come back in 2024?

The number of studies showing the success of universal basic income programs continues to mount. The latest comes from the Federal Reserve Bank of Minneapolis, which recently released its initial report on a pilot project designed to test the feasibility of so-called UBI.

Investors wondering where the S&P 500 is headed, at least for the next month or so, will want to pay attention to three key days this week.

What denomination of coin will you spend two seconds to pick up?

Capital spending by US manufacturers will probably cool in 2024 after a banner year of investment in plants as still-elevated borrowing costs and demand concerns temper a lingering desire to upgrade operations.

Bond traders looking for something to jolt the $27 trillion Treasury market out of its recent rut will probably still be left waiting for answers, even after a busy week packed with a Federal Reserve meeting, the government’s quarterly debt-sale plans and a slew of economic data.

One of last year’s best wagers in emerging-market debt is getting a fresh boost from bets the Federal Reserve will finally begin cutting interest rates.

Henceforth, no company should ever say they are experiencing a slowdown. Tesla Inc. has redefined this experience as being “between two major growth waves.”

The Federal Reserve’s preferred gauge of underlying inflation rose at the slowest annual pace in nearly three years while consumers spent at a robust rate, keeping the debate alive as to whether officials will soon cut borrowing costs.

Bitcoin rose past $41,000 amid a slowdown in outflows from the $20 billion Grayscale Bitcoin Trust that strategists said may help to stanch a two-week slump in the token.

Investors will literally beg Jamie Dimon not to retire: One did so at JPMorgan Chase & Co.’s investor day last year. But the chairman and chief executive officer of America’s biggest bank can’t do his job forever.

For the first time ever, ESG funds suffered net global outflows amid a major exodus by US investors from environmental, social and governance strategies.

Economic growth is barely positive in the Eurozone, and the Chinese stock market has been in freefall. But for all its doubters, the US economy and markets continue to shock the world. For a moment at least, that’s worth celebrating.

When Brookline Bancorp Inc. needs to borrow short-term cash quickly — part of the regular course of business for the Boston-based lender — it has a range of options. One source of cheap money it’s loath to turn to, however, is the Federal Reserve for fear of setting off alarm bells.

The housing market, a key driver of the economy, has struggled of late. Sales of previously owned US homes just had their worst year since 1995, and affordability recently hit a record low by one measure.

Two big things have happened in the crypto world this month: a public validation and a semi-private snub. Both of them bode poorly for its future.

This week, Microsoft joined the $3 trillion club — which so far has only two members, the other being Apple Inc., which first hit the milestone two years ago.

China’s authorities are stepping up efforts to stabilize the stock market after a massive selloff. The collapse in valuations since a peak in 2021 makes them the world’s “best value proposition,” according to at least one market veteran.

Wall Street is turning to its biggest brains as the battle for supremacy in the world of private assets heats up.

When the Treasury Department previews its note and bond auction sizes for the next three months on Jan. 31, some of the projected sizes are likely to be the biggest investors have ever seen.

After months of talks, lawmakers have reached a bipartisan agreement on changes to the tax code. They’re now struggling to get it passed in time for the new tax-filing season.

The Federal Reserve’s asset purchase program, known as quantitative easing, has twice helped save the US economy — first during the financial crisis and then again with the Covid-19 pandemic.

The US 30-year yield climbed to its highest level so far this year Wednesday after poor demand for an auction of five-year notes, a week before the Treasury is expected to announce a heavier borrowing schedule for the February-to-April period.

JPMorgan & Chase Co. said US corporate bond spreads are at risk of widening next month, and that February is often a difficult month for the debt.

Nomura Asset Management’s Richard Hodges began the year by buying credit default swaps, worried that rate-cut bets were becoming too aggressive. He reduced the hedge when the cost of protection increased, and now stands ready to dip in again.

The euro celebrates 25 years of virtual existence this month, with its digital creation in 1999 followed by the introduction of physical notes and coins in 2002. It's embedded successfully as the domestic means of exchange within the 20-nation euro zone.

In the rapidly evolving outlook for interest rates, some things are still sacrosanct. The pace of price increases has slowed significantly, and the argument is now how much — rather than when — borrowing costs will be lowered this year.

Applications for home-purchase mortgages in the US rose to the highest level since April, signaling housing demand is picking up as borrowing costs hold below 7%.

China’s mutual fund houses are trying to tamp down investors’ enthusiasm for US stocks, putting new restrictions on buying into their products as demand soars.

No matter which way markets go, Goldman Sachs Group Inc. says some traders are modeled to sell stocks over the next week.

As the year starts off in full force, I am already getting multiple requests to work with managers and help them develop their leadership skills.

Forecasters who follow the US economy found themselves in a familiar place after a recent retail sales report: revising up their estimates for GDP.

One powerful and underutilized marketing strategy is client testimonials and reviews.

Financial advisors new to a niche can position themselves as experts in their chosen area before fully recognizing themselves as such by using these six strategies.

The Fed may have set the inflation fire, but the same Fed under Paul Volcker also helped extinguish it. I will examine the change in mindset at the Fed in the mid- to late 1970s.

Here are five takeaways for advisors that will make your website truly great.