Better clarity about the Federal Reserve’s resolve to fight inflation is giving investors reason to be bullish, and yet risks associated with oil prices and artificial intelligence keep them from fully committing.

Traditional performance attribution shows which active exposures added value to a portfolio and which detracted value. But for ESG mandates, it can lead to a misleading interpretation because it doesn’t explain why certain exposures exist.

Gold rallied alongside Treasuries as a slump in oil prices helped ease concerns about inflation, following the Federal Reserve’s first interest-rate hike since 2023.

After years of trying to convince developers and investors that it’s a viable alternative to Miami and Palm Beach, Fort Lauderdale’s pitch is starting to resonate.

A spinout from the family office for the billionaire owners of US construction giant Michels Corp. is expanding its public equities strategy with a fund focused on US infrastructure.

Berkshire Hathaway Inc. founder Warren Buffett is stepping down as the company’s chairman to be replaced by his son Howard, effectively ending roughly six decades at the helm of the conglomerate.

The Commodity Futures Trading Commission is delivering on its promise to swiftly move forward with crypto rules after a landmark digital asset bill failed to advance in the Senate this week.

Federal Reserve Chairman Kevin Warsh had ground to make up on Wednesday — and, for the most part, did what was necessary.

Much about the global AI panic — could it really “kill us all by the end of the decade”? — is genuinely new, and thus extra-scary. Then again, the specter of human-engineered extinction is hardly novel; we have about eight decades of experience in thinking about it.

Gold clawed back some losses alongside Treasuries as markets stabilized following the Federal Reserve’s first interest-rate hike since 2023.

Huawei Technologies Co. is accelerating the debut of its next-generation AI chip in 2027 by several months as it aims to replace Nvidia Corp. in China and compete on the global stage.

Investors should continue to treat bonds with caution even as the selloff bolsters the case for holding them in multi-asset portfolios, according to strategists at Goldman Sachs Group Inc.

What does Tina Turner have in common with a US Treasury bond? They both show that the meaning of safety is not always straightforward.

Federal Reserve Chair Kevin Warsh on Wednesday presided over the first US interest rate increase since 2023, and rate hikes are generally a package deal, as the aphorism goes.

Clients value advisors who are knowledgeable about philanthropy as well as those who collaborate with philanthropic specialists when deeper expertise is needed. Advisors who coordinate deliberately with specialists, rather than working around them, are best positioned to meet those expectations.

With mass AI adoption across nearly every industry, a new challenge is emerging: When everyone has access to the same technology, everything starts to look and sound the same. Once you stop standing out and creating genuine connections with prospects, you face a big marketing problem.

In my years working with advisors, teams, and firms, I’ve had to confront the topic of compensation many times. It’s hard to grow when you don’t have the right incentives in place to encourage people to focus on actually doing it and hard to team effectively when people may think they are being treated unfairly.

US retail sales rose by the most in five months in a broad advance, showing consumers continued to spend despite rising gasoline prices.

One fear over the past few days is that an artificial-intelligence slowdown, whatever that looks like, might harm the stocks of chipmakers. If AI development takes a breather, the insatiable appetite that has propelled component makers to unprecedented heights would dissipate. Will AI companies still need all those data centers?

Every single sector in the S&P 500 is expected to deliver earnings growth for the third quarter, the first time since 2021, when corporate America emerged from the pandemic slump, Bloomberg Intelligence data shows.

Ed Yardeni, one of the biggest stock bulls on Wall Street, is slashing his year-end forecast for the S&P 500 Index a month after raising it, citing increasing risks of a downturn in the next three to six months.

Morgan Stanley’s investment manager secured $1.3 billion in capital commitments for a growth equity fund that’s already invested in startups including Databricks, Anduril Industries Inc. and Ramp.

In what is a good sign, many discussions around automation generally and AI specifically are increasingly moving to questions about compliance and liability. Basically, people are asking whether the agentic coworker they just hired is smart enough to trust.

I’ve written before about why the federal debt may be less dire than the headlines suggest, and I still think much of that argument holds. You cannot know whether a national crisis is coming. You can, however, assess the risk of a crisis for your own budget and take action to reduce that risk.

Anthropic PBC is pitching financial advisers on a version of Claude that blends the chatbot with financial analytics and risk management technology run by BlackRock Inc., Vanguard Group Inc. and other firms.

An essay from Anthropic PBC’s Dario Amodei saying artificial intelligence companies must “pace the frontier” has got the world talking about a slowdown in their most cutting-edge research. OpenAI’s Sam Altman and SpaceX’s Elon Musk publicly agreed with the post.

Treasury yields are closing in on an inflection point where, historically, stocks and bonds have reinforced losses in one another. That points to a regime shift of higher bond and stock volatility and wider credit spreads.

Kevin Warsh has rightly called into question the effectiveness of the Federal Reserve’s communications — but his arrival as chairman only seems to have made the problem worse. To put this right after the next Fed meeting this week, he’ll need to rethink his approach to explaining where things stand.

The future of retirement planning is not a new model replacing an old one, but a more holistic approach that blends rigorous analytics with important client input. Advisors who adopt this integrated model will find that it deepens client conversations, clarifies tradeoffs, improves long-term decision-making.

The latest inflation report points to a hard truth: The US is not going back to a 2% inflation rate anytime soon. At least not easily.