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Blackstone REIT in media cross hairs over valuation
Sketchy math dogs private market investments sold to retail investors.
Financial advisors pipe up on private credit allocations
Advisors say private credit is a great way to add to diversification to a client portfolio, despite often lacking liquidity.
Fossil fuels, food, and farming – investors need to look through the same lens
The travails of meatpacking company JBS is a warning to investors, who must stay attuned to the risks associated with similar stock.
Breaking the $90K college barrier
University costs are eye-watering for parents, but the new stratospheric prices offer advisors an opportunity to provide real value to clients and their families.
Do Warren Buffett’s words still carry weight on Wall Street?
The Berkshire Hathaway shareholders meeting remains a big draw, but do advisors still hang on the Oracle of Omaha's every word?
Whatever happened to that small-cap rally?
Despite all the year-end predictions that small-cap stocks would outperform in 2024, the Russell 2000 index continues to trail the S&P 500 by a wide margin.
DOL urged to refresh guidance for target-date funds
New report argues the guidelines, developed more than a decade ago, must be updated to better reflect current landscape of 401(k) plan options.
Bridging the wealth gap: The power of financial education
By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.
Mastering patience: The timeless wisdom of ‘Don’t Fight the Fed’
It's easy to ridicule the central bank and predict a policy mistake, but history has taught us that doubting its strategy rarely ends well.
JPMorgan taps ChatGPT for new thematic investment suite
The banking giant’s generative AI-powered strategy, IndexGPT, is the latest attempt by Wall Street to harness the nascent technology.
Trump Media stock plunges after SEC auditing bombshell
The company’s share price slumped after the federal regulator revealed charges of “massive fraud” against its auditing firm, leading to $14M in penalties.
Hedge funds are making a run for safety, says Goldman
Portfolio positioning data show a shift toward defensive stocks as investing pros turn skittish on rate uncertainty.
Big asset managers silent over ESG backlash
Regulatory uncertainty, performance, and politicization has discouraged some advisors and fund shops.
How ex-Amazon employee grew his tech client base
A shared language and data-driven, iterative approach has enabled advisor to foster long-term relationships in his niche.
Bond mutual funds rake in $108B to snap two-year flows drought
The script has flipped in fixed income as figures show ETFs lagging mutual fund flows, with the bulk going to active bond funds.
If the Fed cut rates in the forest, would advisors notice?
Despite all the conversation and consternation on Wall Street, the Fed has not moved interest rates since last July.
“Cold April” shows muni bonds not immune to Fed talk
Investors’ doused sentiment around rate cuts leaks into market for munis, which posted their worst record since September.
Macro-proof tech trade smashes ETF records
Tech ETFs have hoovered up some $9B so far this year as investors embrace the idea of megacaps’ endurance through economic cycles.
Advisors weigh in on the future of the Magnificent Seven
The "Mag 7" collectively represent a weighting of more than 27% of the S&P 500, so they will have an outsized impact on the broader market whatever they do.
Gold in flux as investors await Fed meeting
Following a 13 percent advance this year, the price of the yellow metal wavered as traders weigh the odds of harmful rate hikes.
