Equities

Displaying 3029 results
UBS on the hook for $92.2 million in damages linked to advisor’s short sales of Tesla
EQUITIES MAR 03, 2025
UBS on the hook for $92.2 million in damages linked to advisor’s short sales of Tesla

The Finra panel found UBS Financial Services liable for $69.1 million in punitive damages.

By Bruce Kelly
Berkshire Hathaway is piling cash. Advisors say that's not such a bad thing
RIA NEWS MAR 03, 2025
Berkshire Hathaway is piling cash. Advisors say that's not such a bad thing

The company revealed a cash hoard of $334 billion last week. Does this mean CEO Warren Buffett is turning bearish?

By Gregg Greenberg
The Fed's 'preferred' measure of inflation is core PCE. Do advisors favor it as well?
RIA NEWS FEB 28, 2025
The Fed's 'preferred' measure of inflation is core PCE. Do advisors favor it as well?

The Fed is well known to view core PCE as its inflation indicator of choice. However, wealth managers have their own preferences.

By Gregg Greenberg
Nvidia earnings no longer mesmerize, but the AI chipmaker remains an advisor bellwether
RIA NEWS FEB 27, 2025
Nvidia earnings no longer mesmerize, but the AI chipmaker remains an advisor bellwether

The company's fourth-quarter results beat analyst estimates, yet its market leadership is increasingly in question.

By Gregg Greenberg
Financial advisors not chasing Chinese stock rally
RIA NEWS FEB 26, 2025
Financial advisors not chasing Chinese stock rally

Chinese stocks are soaring despite President Trump's tariffs. Wealth managers, however, don't seem overly interested.

By Gregg Greenberg
Big tech tumbles into correction zone with Tesla leading losses
EQUITIES FEB 25, 2025
Big tech tumbles into correction zone with Tesla leading losses

Collective weakness in the Magnificent Seven has sent US stocks tumbling and volatility spiking, reversing earlier post-election exuberance.

By Bloomberg
Microsoft, Alibaba rocked as investors weigh their AI investments
EQUITIES FEB 24, 2025
Microsoft, Alibaba rocked as investors weigh their AI investments

The US tech behemoth signals a strategic pivot with cancelled data center contracts while the Chinese tech giant's shares plunged on news of its $52 billion spending pledge.

By Leo Almazora
Warren Buffett reveals tax milestone, addresses $334B cash stockpile
EQUITIES FEB 24, 2025
Warren Buffett reveals tax milestone, addresses $334B cash stockpile

Billionaire's letter to investors follows positive earnings report.

By Steve Randall
European stocks are finally leading. Should financial advisors follow?
RIA NEWS FEB 21, 2025
European stocks are finally leading. Should financial advisors follow?

Wealth managers offer their investment outlooks on newly resurgent European stocks.

By Gregg Greenberg
Trump's first month sees traders dumping America-first wagers
EQUITIES FEB 20, 2025
Trump's first month sees traders dumping America-first wagers

The initial euphoria around the second-term president's arrival has faded, with rallies in US stocks and cryptocurrencies giving way to bearish sentiment.

By Bloomberg
Advisors are starting to hear the bears growl
RIA NEWS FEB 19, 2025
Advisors are starting to hear the bears growl

Wealth managers discuss how they are calming increasingly anxious clients.

By Gregg Greenberg
Advisors react to Trump 2.0
EQUITIES FEB 12, 2025
Advisors react to Trump 2.0

The president may be the same as he was before, but circumstances are different this time around – and there are some lessons from the first term, advisors said.

By Gregg Greenberg
Altfest's president explains how advisors can use AI to their advantage
EQUITIES FEB 05, 2025
Altfest's president explains how advisors can use AI to their advantage

Using AI for tax and estate planning will enable advisors to spend more time with clients, Andrew Altfest says.

By Gregg Greenberg
Silicon Valley special: Wealth managers weigh in on working with tech executives
EQUITIES FEB 04, 2025
Silicon Valley special: Wealth managers weigh in on working with tech executives

Financial advisors often have to deal with tech execs and their concentrated portfolios. Here's what they say about their experiences.

By Gregg Greenberg
Financial advisors see more trade 'spat' than war, but still prepare for the worst
EQUITIES FEB 03, 2025
Financial advisors see more trade 'spat' than war, but still prepare for the worst

Trump administration tariffs on Mexico and Canada shocked the market, but advisors remain nonplussed for now.

By Gregg Greenberg
Record prices forcing advisors to consider gold exposure
EQUITIES JAN 31, 2025
Record prices forcing advisors to consider gold exposure

The yellow metal is shining brightly, hitting new record highs and drawing interest from advisory clients.

By Gregg Greenberg
Financial advisors weigh rebound in REITs after lackluster year
EQUITIES JAN 29, 2025
Financial advisors weigh rebound in REITs after lackluster year

Wealth managers see a potential rebound in REITs after a disappointing 2024, but only if interest rates cooperate.

By Gregg Greenberg
Nvidia stock slumps 17% amid DeepSeek shock, but rival shows cracks
EQUITIES JAN 28, 2025
Nvidia stock slumps 17% amid DeepSeek shock, but rival shows cracks

Chinese startup that upended AI market suffered outages as interest surged.

By Steve Randall
Despite market selloff DeepSeek won't deep-six the bulls, analysts say
EQUITIES JAN 27, 2025
Despite market selloff DeepSeek won't deep-six the bulls, analysts say

A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.

By Gregg Greenberg
Odds of recession low in coming year, advisors say
EQUITIES JAN 24, 2025
Odds of recession low in coming year, advisors say

Financial advisors generally agree with a recent survey of economists that the odds of a recession in 2025 remain small.

By Gregg Greenberg