As we begin 2023 and you think about how you want to market your financial advisory business, my number one tip is this…
Here are the top three trends that will affect ETFs in 2023.
Being flexible with spending matters. My analysis shows that variable spending strategies – including floor-and-ceiling, guardrail, actuarial and other methods – can dramatically increase sustainable retirement spending.
Low-volatility strategies are often cited as an anomaly offering higher returns without a corresponding increase in risk. But the so-called low-volatility factor is well explained by other factors, and new research shows it does not reduce exposure to “systemic,” broad-economic risks.
In the final analysis, Dan's confidence borne of providing good financial advice for 17 years proved meaningless.
President Joe Biden faces a formidable obstacle in his bid to slash the student debt of more than 40 million people: a US Supreme Court that has repeatedly thwarted his agenda.
Wall Street’s vaunted leveraged finance desks are reeling. Billions of dollars in losses on mistimed loans have forced them to dramatically scale back lending, leaving the private equity firms that rely on them to help fund acquisitions in a bind.
There’s something of a ritual performed each time Federal Reserve Chair Jerome Powell speaks to the press: A reporter asks Powell about financial conditions; he says they’ve tightened a lot; the Wall Street crowd snickers.
Stock-market believers are looking past the roughest stretch in months for US equities and clinging to bets on a rally in the back half of the year once the Federal Reserve stops hiking interest rates.
A cohort of Wall Street’s emerging-market bulls is growing wary of calling a new dawn for riskier assets, opting for a more cautious approach to developing-nation currencies.
The asset management unit of JPMorgan Chase & Co. has wiped its ESG portfolios clean of their exposure to the Adani empire.
Research from Vanguard suggests that investing in commodities is the most powerful way to hedge against unexpected inflation.
US pending home sales rose by the most since June 2020, potentially a temporary reprieve as lower mortgage rates in the month helped prop up demand.
As President Joe Biden’s administration prepares to accept requests for $39 billion in funding to jumpstart US production of microchips, his commerce chief emphasized the program’s focus is strengthening national security rather than boosting struggling chipmakers.
Many investors believe that gold is a safe long-term investment that can be used to hedge against risk. But should you include this precious metal in your retirement portfolio?
If your clients still have jobs, this article will discuss what you can do to help them prepare for a possible layoff.
A gold IRA is one way to diversify your retirement portfolio. It can protect your savings from plummeting in the event of a stock market crash or high inflation.
For those advisors working with foreign nationals on work visas, I’ll discuss a couple of things you can do to help your clients who are impacted.
The US was unseasonably hot in January, and it wasn’t just the weather.
In a dark future for humans on Wall Street, banks fire traders en masse as artificial intelligence models like ChatGPT take over bond and commodities markets that were once too tough to automate.
In February 2017, Cathie Wood went on Bloomberg Television to make her case that the $10 trillion global mobility market would be severely disrupted by electric vehicles and networks of autonomous taxis.
US economic growth in the fourth quarter was weaker than previously estimated, reflecting a downward revision to consumer spending as the Federal Reserve’s preferred inflation figures were revised higher.
Professional speculators aren’t convinced that the worst is over for one risky corner of the stock market despite a rousing new-year rally.
Leveraged properly, AI technology can serve as a partner instead of an adversary.
Janus Henderson Group Plc’s new boss has a plan to revive the struggling money manager, whose clients have yanked about $130 billion since 2017.
The rally in Chinese artificial intelligence stocks is showing further signs of cooling amid media reports of authorities banning access to OpenAI’s ChatGPT service.
A week after JPMorgan Chase & Co.’s Marko Kolanovic issued a “Volmageddon 2.0” warning on the explosive rise in short-dated options, Bank of America Corp. strategists are pushing back.
Some of the world’s largest economies ramped up calls to increase support to troubled emerging countries ahead of a Group of 20 finance chiefs meeting.
Billions of dollars are accumulating in Moscow beyond the reach of its foreign owners.
In downtown Nashville, chef Matt Farley is serving up trouble for Federal Reserve Chair Jerome Powell.
Silver is more volatile, cheaper and more tightly linked with the industrial economy. Gold is more expensive and better for diversifying your portfolio overall.
Gold investors are betting the Fed will continue to be negligent with its monetary policy.
Just as China’s beleaguered tech stocks look to have put the worst of their regulatory blues behind them, a new threat is emerging as firms ramp up a battle for business at home.
Passively managed equity funds are on the cusp of marking a milestone that’s been more than a decade in the making: Globally, net assets in such products are about to exceed those of their actively managed counterparts, according to Societe Generale.
The world of exchange-traded funds — still synonymous with passive investing — is turning into a battleground for Wall Street’s biggest players as they compete for a slice of the active-management industry.
Global bonds are poised to erase all of the gains they made in their best start to a year on record.
Federal Reserve officials could shed light on how many policymakers saw the case for a larger interest-rate increase at their last meeting and whether they anticipated the need to take rates higher than previously thought to tame persistently high inflation.
After making more money than ever in the last few years, some of the world’s top energy traders are using the cash to expand in metals and agriculture.
The economics behind the “super OSJ” brokerage model are unsustainable. Those firms are destined to transition to RIAs.
Going independent entails an immense amount of work that, depending on the size of the practice, can quickly become untenable. I’d like to offer an alternate vision for advisors to consider when pursuing the independent model.
I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.
My company has meetings about absolutely everything.
When it comes to the clients they serve, advisors need to think about the now and the new, not the next, and step up their offerings in key areas.
What can we, as advisors, do to promote healthy finances?
Every financial plan, regardless of the way in which it was created, requires ongoing monitoring. Here is one way advisors can measure the “funded status” of a plan to determine if adjustments are necessary.
US household debt soared by the biggest amount in two decades in the fourth quarter, with younger borrowers in particular struggling to make loan payments amid high inflation and interest rates.
Concerns about further interest-rate hikes, a fizzling stock rally and a US crypto crackdown all suggest Bitcoin and other tokens should be beating a hasty retreat. Instead, they’re extending their 2023 rebound.
Lithium’s recent price collapse and the prospect that supply from new mines could accelerate the slump are stoking fierce debate in the electric-car battery industry.
Conviction is growing among strategists that this year’s powerful European equity rally is set to falter.
A swift reassessment of how high the Federal Reserve will raise interest rates this year has rocked the bond market in recent weeks.
