History suggests that it is better to embrace progress than hinder it.

Softening inflation supports the potential for a Federal Reserve interest rate cut in coming months, but there are complexities below the surface.

Apple Inc. surged to another record high on Monday after the tech giant was named a top pick at Morgan Stanley, with the broker seeing the launch of the company’s artificial intelligence platform triggering a record rush among users to upgrade their smartphones, tablets and computers.

BlackRock Inc. hauled in $51 billion of client cash to its long-term investment funds in the second quarter, pushing the world’s largest money manager to a record $10.6 trillion of assets.

The S&P 500 posted a near-perfect week, with gains every day except Thursday.

Goldman Sachs Group Inc.’s trading unit powered a surge in earnings in the second quarter.

Many people want the passive income that can come with rental properties, but they come with risks and responsibilities.

As many of you are no doubt aware by now, France’s left-wing New Popular Front alliance thwarted Marine Le Pen’s National Rally party in a stunning upset, leaving the country without a clear majority in parliament.

Heading into the second half of 2024, it appears the markets are no longer focusing on the odds for a recession.

As we survey the economic landscape, we are reminded of Otis Redding’s classic hit, which is all about patience. “Looks like nothing’s gonna change, everything still remains the same.”

Welcome to our new weekly blog series, “Navigating the Earnings Season.” In this series, I dive into the world of earnings reports from major companies, spanning giants like JP Morgan and Pepsi, as well as niche players in various sectors.

We’ve seen the active ETF take in about 1/3 of all net asset inflows year-to-date, which is an impressive haul by historical standards.

More inflows into active bond ETFs during the month of June is following the overall trend of higher inflows since the start of the year.

Taking on credit risk but not interest rate risk has been relatively rewarding to ETF investors thus far in 2024.

There’s more to artificial intelligence (AI) than the US tech giants. Equity investors can find overlooked opportunities in emerging-market companies.

The second half narrative remains dominated by the path of interest rates, inflation, and the looming election.

Comparing public fixed income and private credit markets involves weighing factors related to liquidity, transparency, credit quality, risk premium, and opportunity costs.

The UST yield curve has been inverted, but there is speculation about when it will “un-invert" and move out of negative territory.

Treasury yields tumbled after benign inflation data renewed confidence that the Federal Reserve will cut interest rates at least twice this year.

The economy is off to a strong start in 2024, with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those tailwinds, questions about the economy and the markets remain as we head into the second half of 2024.

President Joe Biden, as you’ve no doubt heard, has had a rough few weeks. Yet on Tuesday, he signed a bill into law that could well prove transformative for America’s energy future. Here’s hoping — whatever happens in November’s election — that more progress lies ahead.

Thursday’s wildly encouraging consumer price index report shows that the Federal Reserve should be cutting policy rates at its meeting later this month. Unfortunately, they’ll probably keep us waiting until September.

AI worked well in equity markets in the first half and could deliver for investors over the next six months.

For the 12 months ending July 3, the average return posted by the widely followed Russell 2000 and S&P SmallCap 600 indexes was 8.3%.

VettaFi’s Head of Research Todd Rosenbluth discussed the Franklin FTSE United Kingdom ETF (FLGB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Bond investors who’ve been positioning for a rally in the Treasury market are now looking for an endorsement from Thursday’s US inflation data.

Investors are growing increasingly concerned that US technology megacaps are spending too much on artificial intelligence, according Goldman Sachs Group Inc. strategists.

Bain Capital and Reverence Capital Partners have agreed a deal to take Envestnet Inc., a provider of wealth-management software, private.

European stocks edged higher, extending gains into a second day, ahead of a key US inflation print that’s expected to show price pressures continuing to ease.

No investor wants to miss the wave of a massive, transformational technology. Spot these big shifts early, and you have a chance at Nvidia-like returns.

A strategic alignment within the workplace is an opportunity for financial advisors, employers and retirement savers seeking financial planning advice. See Kevin Murphy’s views on emerging trends in workplace savings.

An increasing number of investors believe that value investing might never again be successful. We think that is a strange conclusion because valuation is critical to every transaction in the economy. An economy cannot function properly without thoughtful value assessments. In our latest insight, we analyze the differences between value and growth investing over time and outline the generational opportunities that investors may be overlooking.

With so much uncertainty in the political landscape, investors may be nervous — and they may be reluctant to remain in the market. This is why an advisor's role as a behavioral coach is so important.

The expectation of rate cuts is not only fueling news-sensitive trades in emerging markets equities, but also in bonds.

Investors continue to pile into bond funds, looking to add yield now before the Federal Reserve starts instituting rate cuts.

Life has been getting busier for investment bankers, but dealmakers aren’t cashing any checks yet. A stream of big-ticket merger and acquisition announcements this year bodes well for future revenue and bonuses, but no one gets paid until deals are completed. And that might not happen until late 2024 or even next year.

Piper Sandler & Co. is eliminating its price target for the S&P 500 Index. Its Wall Street counterparts should follow suit.

Tracking down those in the technology industry cautious about artificial intelligence is much like looking for Republicans in San Francisco: There’s plenty of them out there, if you’d care to ask. And lately, they seem to be growing in number.

Microsoft Corp. and Apple Inc. dropped plans to take board roles at OpenAI in a surprise decision that underscores growing regulatory scrutiny of Big Tech’s influence over artificial intelligence.

Trust is a precious commodity and the importance of authenticity cannot be overstated. Whether in healthcare, education, or business, being genuine and transparent is essential for building strong, lasting relationships. However, nowhere is this truer than in the financial advisory industry.

AI and automation will revolutionize the financial advisory industry. These technologies enhance efficiency, improve client communication, and enable data-driven decision-making. By 2035, AI will be integral to most advisory firms.

Almost every industry could ultimately incorporate AI, leaving a puzzle for investors seeking exposure. Using the internet as an example may provide some breadcrumbs.

While the temperatures were rising, the U.S. stock market continued its climb higher as well. The S&P 500 returned 3.5% and Emerging Market stocks delivered an impressive 3.9%. Bonds also returned positively in June.

Morgan Stanley recently discussed the outsized impact of fiscal policy as well as the U.S. dollar looking ahead.

What should equity investors look for to find companies with strong economic profits, backed by clear business advantages?

Earnings season is just around the corner. It could prove critical to justifying the record rally we’ve seen thus far in 2024.

As RIAs and broker-dealers consider how to allocate future spending, they would be wise to recognize how technology designed to support fee-for-service financial planning can help them meet their most immediate goals while also allowing them to grow and nurture next-generation wealth management clients.

Implementing the net wealth mindset in practice involves developing detailed financial plans that align with each client's needs and priorities, and crafting a client-centered service model.

On July 1st, Innovator is expanding the world’s first and largest suite of 100% Buffer ETFs with the launch of three new ETFs providing upside to U.S. equities with built-in 100% downside protection over 6-month, 1-year, and 2-year outcome periods.

With markets at all-time highs, Innovator’s 100% Buffer ETF suite could be the ideal solution for investors to move sidelined cash into U.S. equities with 100% downside protection and tax alpha over bonds and cash.

Additionally, short-term yields continue to hover near their highest levels since 2007, which continue to generate the highest caps we’ve seen since then. Now may be the time to take advantage of these historically high caps before they disappear.

In this product spotlight happening on July 9th at 12:30 pm ET, Innovator’s Chief Investment Officer Graham Day, CFA will unpack the industry’s first and largest suite of 100% Buffer ETFs.

Dimensional’s Kaitlin Hendrix explains the firm’s new unified managed account platform, which enables financial advisors to scale with Dimensional or non-Dimensional ETF model management and customize with Dimensional SMAs. VettaFi’s Cinthia Murphy highlights the top 20 active ETFs by inflows in 2024.