Investors need more patience for the euphoria about artificial intelligence to lift the stocks of software makers.

At the beginning of the year, we took the view that emerging markets in Asia as well as Japanese equities would perform well but that the first few months would be unsettled. That's largely how it has played out.

The easiest new client to get is the one that you don’t lose. Focusing on client retention is the key to the success of any business – whether you are an RIA or FA with 300 clients, or a mutual fund manager with 300,000 or three million shareholders. What are the lessons learned from past periods of stock and bond market stress applicable to client retention? How can regulators, watching the mutual fund industry and the advisory profession – so important to the national’s retirement savings – benefit from these lessons?

Market rally driven by a broadening of the market and optimism that the Federal Reserve will deliver rate cuts later this year.

Gold started this week at an all-time high. It’s up about 10% since the start of the year. That’s roughly on par with the S&P 500. All of this while inflation is trending down (with some bumps).

In 1983 Bonnie Tyler's ‘Total Eclipse of the Heart’ rocked the FM airwaves, reaching number 1 on the Billboard chart. My father, who couldn't get enough of the tune and played it over and over.

Emerging markets equities and the related exchange traded funds have long been responsive to Fed decisions on U.S. interest rates.

The S&P 500 closed March with a monthly gain of 3.10%, after a gain of 5.17% in February. After close on the last day of the month, zero of five Ivy portfolio ETFs are signaling "cash", down from last month's final single "cash" signal.

Continuing down our path will lead to Japan circa 1989.

Two applications, TikTok and Temu, are subjects of increasing concern over privacy practices.

Bond traders are piling into bearish bets, fueling a selloff in benchmark Treasury securities, as fresh evidence of robust US growth triggers a recalibration of expectations for Federal Reserve interest-rate policy.

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Finally, we will address the complexities advisors face in investment management, client growth, and retention.

America’s approach to health care is an outlier among the world’s rich countries, and not in a good way. Extraordinarily complex and hideously expensive, it still manages to leave some 26 million people without coverage.

The frenzy surrounding the launch of spot Bitcoin exchange-traded funds has yet to lose steam as Wall Street’s latest entrant offers supercharged versions of such products.

Stockpicking hedge funds are coming back into favor for the first time in two years after a turnaround in their performance.

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. That may be about to change.

With technology changing the way we live, we are taking a trip down memory lane to look back at a piece of technology that has entertained generations: classic video games.

Spot bitcoin ETFs have proved to be a big story in markets this year, with asset management leaders discussing at Exchange this year.

ETFs such as the WisdomTree International Quality Dividend Growth Fund (IQDG) could be on the receiving end of renewed attention.

VettaFi’s Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories. Troop’s Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies across portfolios. Alpha Architect’s Jess Bost offers her unique framework on model portfolio construction and selecting ETFs.

Innovation only gets hindered when AI startups find themselves on an assembly line to Big Tech. Here’s hoping the open-source movement continues to thrive.

For a brief moment last week, the market and the Federal Reserve were on the same page about the pace of monetary easing. It didn’t last long, and Treasuries investors are paying the price.

The impending retirement wave poses a critical challenge to the advisory profession. Nearly 40% of advisors plan to retire in the next decade. My guest today will explain why the profession is at an inflection point and proactive planning is essential for continued success. We will delve into best practices to transition to the next generation of advisors and investors, strategies for recruiting junior advisors, and how to appeal to emerging investor demographics and scaling engagement models to navigate a shrinking advisor pool.

As investors scour the globe for under-valued stocks, one increasingly popular destination is actively managed exchange-traded funds that focus on emerging markets.

A big part of growing your business has to do with how well you deal with negative people.

Thursday marked the final trading day of the week, month and quarter. It seemed only fitting the two major data releases delivered the overarching message of 2024.

As the Magnificent Seven shifts into a new mode, active investing can take look ahead to further changes in the market narrative this year.

What next for stocks after a strong start to 2024? While a near-term pullback wouldn’t be surprising, we see fuel for the positive momentum to continue throughout the year ― but with selection growing more important.

Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Investors who just booked profits from one of the strongest first quarters for the S&P 500 Index in decades are preparing for what comes next — whether that’s stocks climbing higher or crashing back to earth.

What an impressive start to the year for US stocks! Not only did the S&P 500 Index achieve its largest first-quarter gain since 2019, it did so amidst significant challenges.

Implementing the TIPS ladder is clunky, so I challenged the fund industry to simplify and improve with a TIPS ladder Fund. Stone Ridge Asset Management has done just that with its new LifeX Inflation Protected mutual funds.

While most RIA firms employ funds and models when building client portfolios, a handful of wealth management and investment advisory firms utilize single-stock allocations.

We need a much more conservative approach to projecting budget outcomes.

You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.

A downside of investing in defensive sectors is that those groups command above-average valuation and below-average volatility traits.

More investors are willing to take on credit risk in order to attain yield, but there are other ETF options to consider.

One of the most interesting conundrums is the surging wealth gap in America. Despite two of the largest bull markets in history since 1980, most Americans struggle with making ends meet and are unprepared for retirement. Such a reality starkly differs from the belief that rising asset prices benefit the masses.

Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce.

After many years of low and negative interest rates, the Bank of Japan has changed course, creating opportunities for Japanese investors and implications for global markets. Templeton Global Investments outlines the positives and the risks.

Our outlook is still positive, but it may be difficult to replicate the strong returns of the past few quarters.

In a world of information overload, financial advisors face a significant challenge in holding the attention of clients and prospects. This article, from an entertainment/TV industry veteran, provides practical advice on how advisors can use video to deliver their message succinctly and stand out in a crowded market.

Guessing the direction of interest rates is no easier than any other tactical or market timing decision. The yield on the benchmark 10-year Treasury note is just under 3.9%. That is about 100 basis points less than it was a few months ago. Fed policy is uncertain, inflation has not been fully controlled, and fiscal deficits loom as a long-term risk for yields to go higher.

Those factors argue in favor of an allocation to floating-rate notes. My guest today will help us explore this asset class, its opportunities and its risks.

When it comes to the private real estate sector, the mention of the U.S. commercial office sector scares many investors away. While the office sector may give some investors pause, it's also prudent to look at the bigger picture.

Now that gambling has taken a dark turn. Since the Supreme Court’s 2018 decision ending the prohibition on sports gambling in most states, March Madness betting has become easier and more accessible. As a result, more people are betting not against their coworkers, but through online gambling sites.

Ray Dalio warned that China should cut its debt and ease monetary policy or face “a lost decade.”

Federal Reserve Chair Jerome Powell’s increasing focus on protecting the job market is encouraging a swath of bond traders putting bets on inflation rates to remain elevated.

The dollar is poised for its best quarter since late 2022 as Federal Reserve officials push back against the latest bout of rate-cut wagers.

VettaFi’s Head of Research Todd Rosenbluth discussed the BlackRock US Equity Factor Rotation ETF (DYNF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”