Staying “on niche” helps financial advisors to stand out from the competition. By consistently aligning all aspects of their marketing efforts to their niche, advisors become trusted experts and enjoy long-term success.
“Owning bonds is better than white-knuckling it in stocks in an economy that is going into a recession,” Jeffrey Gundlach said.
Let’s change the language for how we help employees make behavioral shifts.
US mortgage applications for home purchases fell for a fourth week as 30-year fixed rates held close to an almost seven-month high.
US corporate bond investors are getting a new artificial intelligence-powered tool aimed at helping them more easily make electronic trades with increased transparency in the notoriously opaque market.
The emotionally overwhelmed brain cannot assimilate and act upon rational information.
The once-hot Wall Street trades of 2023 are all falling apart, in a fresh blow to market pros blindsided again and again ever since the pandemic broke out.
The first step in winning the “war for talent” is understanding what your potential employees want.
Wall Street has been caught by surprise by a rally in local emerging-market debt, an asset class that’s been largely abandoned by foreign investors after a decade of underperformance.
For the majority of PayPal Holdings Inc. analysts, the only way is up. The trouble is, the stock keeps going down.
Too many advisors jump into surge poorly prepared to deliver massive value to their clients. Here are five common mistakes and how to avoid them.
Two years after inflation surged, the Federal Reserve has made limited progress tamping it down. A coterie of investors in the bond market is betting not only that policymakers will win, but that they’re right in anticipating the era of low long-term interest rates will return.
Before firms can find out the best way forward, there’s a series of questions that need answers.
There are no immutable paradigms in our profession. Some outcomes are more likely than others, but declaring that something will “never” happen is dangerous.
The empirical evidence supports Seigel’s general assertion that stocks beat inflation in the long run. But the inflation-hedging benefits of stocks aren’t perfect.
History suggests that a soft landing might be difficult, as the U.S. has entered a recession following the last five periods when inflation peaked above 5%.
Financial decisions that are not based on personal integrity are risky in many ways. Making sound, ethical financial choices – and teaching our children to do the same – is essential for financial wellbeing.
I will analyze the pros and cons of three funds to access the reinsurance market.
For over a year, bond traders have been whipsawed by uncertainty about how high the Federal Reserve will push interest rates.
As fast as it went up for value managers, it’s coming down. The culprit is the all-consuming craze for artificial intelligence.
While tuition is the main qualified expense you think of when you get a 529, there are other tangential education expenses that will also qualify.
Here are four things advisors get wrong about tax-loss harvesting.
529 plan benefits abound no matter which type of plan you choose. Read on to get a full understanding of what 529 plans can do for you.
The artificial intelligence boom is handing a big win to hedge funds angling for an edge.
When portfolio manager David Lipner said he was quitting billionaire Izzy Englander’s Millennium Management to join a rival, the hedge fund countered with an unusual proposal: A one-year paid sabbatical and an incentive upon return if Lipner stayed.
Before your prospects are willing to pay for anything, they need to see (not just hear) what it is they’re buying.
Brex, a credit-card startup, has seen a surge in usage of its products following this year’s regional banking turmoil.
Wall Street veteran Bob Michele is eyeing opportunities in intermediate government bonds and investment grade credit as the US edges toward a recession by the end of the year.
Ross Perot Jr., whose family is one of the largest independent property developers in the country, warned of a looming real estate recession if banks don’t start lending again.
A two-day M&A conference highlighted the growing influence of private-equity investors in the RIA business.
My advice to prepare for the “big” meeting is this…
Without understanding people – how they think and act, and what they believe – you can’t effectively help them, no matter how good you are at planning or asset allocation.
We all dread the death clutch of the meeting monster.
The latest artificial intelligence hype is powering a massive surge in the stock market on bets that a new era of innovation is nigh.
Stock investors who planned for one thing in 2023 are getting something else entirely. Now, with the tech-obsessed market at risk of running away from them, the race is on to catch up.
Central bank digital currencies (CBDCs) are the next step in financial innovation. The government will do what it deems in its best interests. CBDCs will replace physical currency; it's just a question of when.
As the debt limit negotiations near resolution, the specter of a default recedes. But the lesson is that both sides were willing to play chicken with the train.
A digital-marketing audit typically includes an analysis of the following elements.
A range-bound VIX between 20-35 has common markers and dynamics which signal a “crisis gateway” that deserves a defensive posture.
Treasury bills maturing in the first half of June rallied as trading resumed following the Memorial Day holiday after a deal to lift the debt ceiling eased concern over the prospect of a calamitous US default.
Advising professional athletes is an exciting and rewarding experience. It also presents unique challenges that require a different approach than working with more traditional clients.
When Jamie Dimon takes center stage at JPMorgan Chase & Co.’s China summit Wednesday, he’ll be confronting a business landscape that looks vastly different from his visit four years ago.
Nvidia Corp. is poised to become the world’s first chipmaker with a $1 trillion market capitalization, joining an exclusive club of American companies with a valuation that high.
There are not four, 10, or even 72 money scripts. A money script can be very personal, and a person can have literally hundreds of them.
Exchange-traded funds tracking companies that are linked to artificial intelligence may see their assets grow three-fold to $35 billion by 2030, a report by Bloomberg Intelligence shows.
Republican and White House negotiators are moving closer to an agreement to raise the debt limit and cap federal spending for two years, according to people familiar with the matter, as time grows short to avert a catastrophic US default.
An end-of-week feeding frenzy in options of the world’s biggest companies has emerged as two of the hottest trends on Wall Street collide.
Here are some practical tips for optimizing your social media presence as a financial advisor.
Here are the four blind spots inside of the typical advisor’s intake process
Investors should rely on the wisdom of crowds as expressed through bond yields, not credit rating agencies, to judge fixed-income credit risk.
