Publishing in the right places helps you showcase your expertise, demonstrate your authority, and differentiate yourself from other advisors. Here are a few of our best tips for getting published and growing your visibility in front of the right audiences.
Part of growing into a lead advisor role is learning how to coach and develop team members. It involves showing respect and gaining support through influence. Moving from peer to leader is not an easy transition for most people to make.
Audio deepfakes—convincing, AI-generated voices created from minimal sound bites—are emerging as a significant threat to the wealth management industry by allowing criminals to impersonate clients and authorize fraudulent high-value transactions.
The prime-age labor force participation rate of 84.6% in January 1999 is still a record high. But the pace of hiring distinguishes the two eras. In the 1990s, anyone with marginal tech skills could readily find work. Information sector employment grew over 27% from 1995 to 2000, while total nonfarm employment gained 12%.
While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.
Looking back to the 1990s need not be just a matter of nostalgia. Those too young to have lived it envy the fortunes made as technology firms grew. Seasoned investors who worked through the cycle can warn us of the pain of a correction. Along the way, the cycle taught useful lessons.
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.
Company executives are sounding remarkably upbeat about the economy this earnings season, even as trade tensions linger and stock valuations look stretched.
For decades, these institutional allocators took roughly the same approach to managing the vast piles of cash under their control: They diversified by divvying up the money across asset classes — for example 40% in stocks, 40% bonds and 20% alternatives — then stuck with it by rebalancing now and again when things got out of whack.
Costing tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year — a bill expected to hit $3 trillion by 2029.
First, it would mean lower monthly payments, unless interest rates rise a lot. Yes, buyers who stay in their home for 50 years and pay off their mortgage over that time will pay much more in interest than they would have with a 30-year mortgage.
Although the stability of the consumer depends on its ability to generate labor income, i.e., wages and salaries, households’ financial conditions are very important in supporting the stability of consumption.
he dollar is regaining its crown as one of the world’s most appealing assets, defying talk of a “Sell America” trade that had raised troubling questions about the outlook for the global reserve currency.
In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.
The math on forward return expectations, given current valuation levels, does not hold up. The assumption that valuations can fall without the price of the markets being negatively impacted is also grossly flawed.
While the overall economy is in decent shape and many financial benchmarks are near their highs, it can be easy to overlook pockets of fragility. Deep research and a disciplined portfolio construction process can help active managers identify risks early and avoid potential downside.
VettaFi recaps key takeaways from energy infrastructure MLPs and corporations third-quarter 2025 earnings calls.
Solana and Ethereum are challenging Bitcoin's dominance among institutional investors. CoinShares' latest survey reveals fund managers are increasingly choosing these alternatives for their growth potential.
On this special episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed record ETF inflows with Chuck Jaffe of Money Life. The pair discussed why this might be happening, highlighted some standout funds, and more.
Todd Rosenbluth, Head of Research at VettaFi, discusses recent ETF milestones and the top stories from ETFTrends.com. Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, shares his key ETF takeaways from 2025 and offers a look ahead to 2026.
In anticipation, Nasdaq is looking to add not only in the exchange-traded product group in the coming weeks, but also in the legal and compliance side, according to Giang Bui, head of US equities and exchange-traded products. The exchange hired Kristian D’Agostino as senior director of ETFs last week.
The thesis is simple. Apple will benefit as it taps other companies’ models to deliver AI features to its millions of customers while avoiding much of the heavy spending required to develop its own capabilities, which is what many of its megacap peers are doing.
SoftBank Group Corp. sold its entire stake in Nvidia Corp. for $5.83 billion to help bankroll AI investments, even as investors question the amount of capital pouring into a technology with uncertain returns.
Getting rid of property taxes is a terrible idea. They are among the most economically efficient of taxes, meaning they don’t weigh on economic growth in the way that other taxes can.
Morgan Stanley launched a dedicated research product covering private companies, joining rivals including JPMorgan Chase & Co. and Citigroup Inc. as investor interest in unlisted startups grows.
As an advisor, I also have come across cases of “financial secrecy” in which one partner hasn’t been forthcoming about their financial history. Financial infidelity can severely damage or even diminish relationships and current family dynamics. Today we'll discuss some red flags.
Estate planning earns wallet share without asking for it, strengthens retention by design, and, when done well, meets families where they actually feel value: In the outcomes they see each year and the clarity they feel about the future. That next phase is here, and it belongs to more than just the ultra-wealthy.
Breaking away from a wirehouse or existing firm is a bold move. It signals a desire for greater autonomy, deeper client relationships and a more personalized approach to growth. To thrive, breakaway advisors need clarity, strategy and the right tools that align with their unique vision.
First and perhaps most importantly, model portfolios aren’t chasing clients away. In fact, a slew of studies and surveys confirm clients are more than fine with model portfolios. That’s because above investment performance, they prize advisors’ communication skills, trustworthiness, and other “soft skills.”
Inviting two new partners, Paul and Ben, into the firm felt less like completing a transaction and more like entering a marriage that created a blended family. For me, it marked the end of forty years of independence and the beginning of a shared future.
Sports wagering has come a long way since then. Global revenue derived from this activity now exceeds $100 billion, and is expected to grow exponentially in the years ahead.
Credit cycles happen. Defaults happen. But negotiated loan structures, lender protections and long-term capital make private credit uniquely resilient
Together with the surge in investments brought about by the CHIPS and IRA acts, plus the recent surge in AI investment, US consumers continue to be the backbone of the US economy.
For more than a century, New York City has stood as the beating heart of global capitalism. That’s why this month’s election of Zohran Mamdani, a self-described Democratic Socialist, as the city’s next mayor has sent shockwaves through America’s business and investing community.
Markets are balancing this risk against the belief that the impasse will resolve soon, with short‐term “betting markets” still implying only a modest probability of prolonged gridlock ahead of the Thanksgiving travel week.
With the next deadline at the end of January, well past Christmas, another shutdown and spending battle is brewing early next year. Investors will need to watch the next one closely to see if policymakers who want to control deficit spending are able to make progress.
We are living through what Torsten Slok of Apollo Global Management calls a K-shaped economy, with the two arms of that K moving in radically different directions.
A recent poll of financial advisors confirms that interest in the “nuclear renaissance” investment case is driven by several distinct tailwinds. When asked what they find most interesting about the sector, the responses revealed enthusiasm for new technology, built upon an appreciation for the fundamental benefits of nuclear power.
The latest U.S. economic data continues to paint a mixed picture. Private-sector employment from payroll processor ADP showed a return to modest job growth in October following a brief contraction.
For years, recruiting top advisors has been defined mainly by transition offers. Firms have gone to war with record-breaking deals, sometimes paying 300% to 400% of trailing twelve-month revenue to land top talent. But even the richest offers have their limits.
The rise of generative AI has triggered a global race to build semiconductor plants and data centers to feed the vast energy demands of large language models. But as investment surges and valuations soar, a growing body of evidence suggests that financial speculation is outpacing productivity gains.
Join Matt Kaufman, Head of ETFs at Calamos, to explore how autocallable income strategies seeks high, stable monthly income with tax-deferred distributions, no K-1s, and no investment minimums.
Ignoring individual stocks may reduce risk, but it may also reduce engagement, which could lead to reckless decisions. A wise investor can own both index funds and individual stocks, just in the right proportions and for adequate holding periods.
This session examines what's actually deployable versus what remains years away, and how America's looming labor shortage is accelerating adoption.
The US government is still days away from reopening as the Senate winds its way through potentially time-consuming procedures and House members travel back to Washington to vote for the first time since Sept. 19.
In his new book, “Peak Human,” Johan Norberg, encourages us to learn about past golden ages and what made them golden. By understanding these culturally and economically special times in human history, and their rise and decline, we can shape our own future in better ways.
If owning a home is still the American dream, then it is increasingly out of reach for many young Americans. The average age of a first-time homebuyer is now 40, up from 33 just a few years ago and 29 in 1981.
Anduril Industries Inc. founder Palmer Luckey, Lockheed Martin Corp., Palantir Technology Inc.’s Shyam Sankar and other investors are putting $130 million into Valar Atomics, a nuclear startup that’s aiming to build thousands of advanced nuclear fission reactors within a decade.
Adam Giddens used to mainly rely on screening services and social-media buzz when looking for stocks to buy. Lately, though, he’s turned his attention to a different kind of influencer: Donald Trump.
Pfizer Inc. Chief Executive Albert Bourla had long searched for an obesity drug to make up for dwindling sales of the pharma company’s aging blockbusters. Late Friday, after a dramatic bidding war, he learned he’d finally claimed his prize.
