Wall Street may not be expecting an S&P 500 "three-peat" victory in 2025, but that does not mean they are not bullish.
The asset management giant took third place for overall flows last year as it tapped into a divisive debate on how to play US stocks.
Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.
Wealth managers are not giving up on private equity heading into the new year, even as publicly traded stocks soar.
“A new bull market is underway but it’s dangerous to think markets can’t be derailed.”
Wealth managers look ahead to 2025 after bitcoin and other digital assets enjoyed a massive run in 2024.
Wealth managers may be sad to see 2024 go, but they still see some bright ideas for the coming year.
Wealth managers give their takes on Wall Street's S&P forecasts for the coming year.
Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.
Overweighting US stocks has been the smart move for the past 2 years, but the environment is changing, Schwab's Jeffrey Kleintop said.
Voices at the world's two biggest asset managers offer competing outlooks on what's in store for AI-driven equities in 2025 and beyond.
"SynthEquity has been a tailwind for advisors who understand the story," said Measured Risk Portfolios’ head of distribution.
Technology, the election, and concentration of some of the biggest stocks provided lessons, advisors said. There was a lot to learn in 2024.
New forecast from the firm's equity team sees the S&P 500 ascending in 2025, follows optimistic calls from Goldman Sachs, Morgan Stanley, and BofA.
Wealth managers weigh the pros and cons of the NYSE's recent decision to extend trading hours.
Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.
Much as observers predicted strong returns for domestic small-cap value and the energy sector ahead of Trump's first term, the same enthusiastic assumptions this time around may be too simplistic, panelists at the Charles Schwab Impact conference said.
Fidelity's new launches offer stock exposure across different regions, while Vanguard adds to expand its muni ETF menu.
Now that the election is in the rearview mirror, wealth managers see a potential step-up in IPOs and M&A benefiting venture investors.
Investment bankers are ready to reap the biggest rewards after a strong year for underwriters, and mergers and acquisitions, a new report says.