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Should advisors be making portfolio bets ahead of Biden-Trump rematch?
'Of the last 20 election years, only the years 2000 and 2008 produced negative years, and those were attributable to asset bubbles rather than politics,' an advisor says.
Stocks subdued as market seeks catalysts
It's a short week for many regions due to Easter weekend.
Eaglebrook inks new crypto partnership with Franklin Templeton
The digital asset investment platform’s new bitcoin and ether SMA strategy builds on a relationship forged in 2022.
Vanguard beats BlackRock for best asset management brand
Chuck Failla of Sovereign Financial Group suggests one asset management firm advisors might be missing out on.
What separates men and women when it comes to household finances?
Survey finds that women report feeling the most knowledgeable when it comes to paying bills, maintaining good credit, and saving for emergencies.
Are advisors seeing only the tip of the cash iceberg?
Poll of 750 high-net-worth advisors finds clients’ need for cash management could be a competitive edge and a relationship touch point.
Shaking up the 60/40 portfolio
The importance of diversification, like your health, only reveals itself in bad times, advisor says.
Bitcoin volatility is more pronounced in US trading hours
The cryptocurrency has gained 154% in the last 12 months.
Stocks are high, volatility is low. Time to sell or buy covered-call ETFs?
While yields have dipped for many covered-call ETFs, they’re still above yields on many bond funds and most dividend funds.
The bull run and your client’s retirement plan
As stocks head higher, clients are seeing visions of early retirement. What should advisors be telling them?
What are the allocation priorities for investors with $18T in assets?
Study reveals strategies of large investors in North America and globally.
Equities pause as markets await new clues
It's a short week for many markets heading into the holiday weekend.
Wall Street strategists are getting nervous about stock rally
Corporate outlooks are creating concern about sustainability of gains.
Crypto back in favor for Goldman’s hedge fund clients
After a quiet 2022, interest is rising in cryptocurrency assets.
What will happen with commodities as central banks cut rates?
The market should advance, according to Goldman Sachs.
Principal on the hook for up to $5M related to alleged churning
A Minnesota-based foundation's lawsuit against the firm centers on an unnamed ex-broker's alleged churning of variable annuities.
Advisors increasing allocations as small-caps rally
The chasm that has formed between large-cap and small-cap stocks is indeed compressing, making this the ideal time to put money to work.
Stocks on course for best week of the year
Global gains boosted by several central banks' tone on rates.
BofA strategist warns that US stocks are showing bubble signs
Investors pulled $22B from US equity funds ahead of Fed.
Bitcoin headed for a bad week as ETF demand slides
JPMorgan says cryptocurrency appears overbought.