I work on facilitation and teambuilding quite a bit with teams of all sizes, so I am always either coming up with my own new ideas for engaging options or scouring the market to learn what others are doing.
A planner using a fee-offset model sets an annual fixed fee for their services. Then any commissions earned from the sale of products, usually insurance products, are credited back to the client, offsetting and reducing the annual fee by the amount of the commission.
Here’s why giving up the pleasure of talking will lead to more conversions.
It is always interesting when commodity prices rise. The market produces various narratives to suggest why prices will keep growing indefinitely. Such applies to all commodities, from oil to orange juice or cocoa beans. For example, Michael Hartnett of BofA recently noted.
A key measure of underlying US inflation stepped down for a second month in May, a pleasant surprise for Federal Reserve officials looking for signs that they can start to lower interest rates.
Oracle Corp. reported better-than-expected bookings and announced partnership deals with tech rivals, giving a boost to Chairman Larry Ellison’s effort to redefine the software maker as a major competitor in the business of cloud computing.
If there’s one corner of the equity market that’s trying investors’ patience, it’s small-caps.
When JPMorgan Chase & Co. arranged a series of trades to shift the risk of losses from $20 billion of its loans, some of those dangers wound up at a familiar place: rival banks.
JOLTS (job opening data) had a massive surprise, three standard deviations below consensus estimates, the driving job openings to unemployed workers ratio back to pre-pandemic levels.
We have gained a number of new investors and get regular vetting interest from investors who need to understand the roots of our stock-picking discipline.
The needs of retirement plan sponsors and savers are changing, and advisors may want to consider a value proposition for the “next normal” in the shifting retirement landscape, according to Mike Dullaghan, Retirement Strategist at Franklin Templeton.
The Federal Reserve’s balance sheet is one of the world’s most important security portfolios. Yet, its ongoing importance for markets and financial conditions is often underappreciated.
Join the experts at John Hancock Investment Management on June 11th at 2pm ET for an educational webcast that explores how investors can get the most out of their high-yield exposure.
Investors have long sought strategies that provide downside protection. Structured Protection ETFs™ use a unique strategy that can provide 100% downside protection and upside potential over a one-year outcome period.
General Motors Co. authorized a new $6 billion share buyback plan as improving profitability in its electric vehicle operations allows the automaker to return cash to investors.
Bond traders who have come to terms with the prospect of higher-for-longer interest rates through 2024 are looking toward this week’s Federal Reserve meeting for clues on how to game out 2025 and beyond.
American businesses and consumers started the year thinking interest rates would finally come down, making big plans to buy equipment or a house. Now all of that is on hold, slowing large swaths of the economy for the foreseeable future.
T. Rowe Price research leader Jay Nogueira shares thoughts on his own 2024 outlook as well as the firm's research approach.
Alliance Bernstein converted two short duration mutual funds, worth almost $800 million in assets under management, into ETFs on Monday.
Wall Street’s half-trillion-dollar business cloning quant trades has some surprising new customers: the very firms whose strategies it mimics.
By championing innovation, fostering cross-functional collaboration, and driving a holistic growth strategy, a CGO can propel your firm towards achieving its growth targets and securing its competitive edge.
It is essential for financial professionals to include a variety of sources of guaranteed income to give clients the freedom to worry less, gain confidence about the future and enjoy life more.
Defending my love of dividends consumes a lot of my time. Sometimes I’ll pull out my track record. Other times I explain how owning boring and stable dividend stocks means I spend less time watching and worrying about them.
While the European Central Bank cut policy rates by 25 basis points to 3.75% on its deposit facility, the trajectory beyond June remains unclear.
While early earnings guidance for Q2 is more a mixed bag, and not all months will look like this, May was a great month for equity investors. The adage, “Sell in May and go away” hasn’t seemed to work out so well over the last few decades.
Part Two focuses on the traditional energy suppliers that will fuel the power grid. The industries and companies are not presented in any particular order.
Whether it’s another move up or a dive down, traders are bracing for added volatility wrought by Wednesday’s dual macroeconomic catalysts: a report on consumer prices in the morning and the Federal Reserve’s rate decision in the afternoon.
A broad equity rally isn’t spilling over into the technology sector, where gains are still concentrated in just a few artificial intelligence winners that have become defensive plays amid an uncertain macroeconomic backdrop.
A splintering of global supply chains, driven by both political and business considerations, has hundreds of manufacturers and logistics providers debating where to go next. They’d be well advised to take their cues from two Taiwanese companies who’ve led the charge.
I’m writing you from Cape Town, South Africa, where I’ve been warmly welcomed and reminded how much I enjoy international travel (well, except for jet lag!). Our world has so many wonders most people never get to experience. Of course, “there’s no place like home,” but seeing other places makes me happy, too.
This week, the International Air Transport Association (IATA) significantly upgraded its profitability projections for airlines in 2024. The trade group now expects net profits to reach $30.5 billion, an increase from $27.4 billion in 2023.
The most important precondition for the U.S. dollar to lose its dominance would be the existence of a viable alternative currency, which currently does not exist.
We think today’s market landscape calls for a different mix in multi-asset income strategies.
Being an equity growth investor has been a rewarding experience in the past year. Watching growth run-up has made for exciting charts.
A Tesla Inc. shareholder sued to challenge an upcoming proxy vote about whether the electric-car maker should move its corporate home to Texas and re-approve a $56 billion pay package for co-founder Elon Musk that was thrown out by a Delaware judge.
Apple Inc. isn’t typically the first to embrace new product categories — as it famously showed with its iPhone, smartwatch and Vision Pro. All those areas were established before the company showed up, but Apple found a way to make its mark.
It’s not just bitcoin’s price that’s expanding. The blockchain on which bitcoin resides -- one of the pioneers in the space -- is also rapidly adding heft.
Investors’ enthusiasm for growth stocks remains high and growth equities are in the midst of another lengthy run of beating value rivals.
The labor market data is full of conflicting signals, but the big picture is that the US economy is in pretty good shape. That’s worth celebrating, irrespective of what the “good news is bad news for interest rates” crowd tells you.
For investors looking to position defensively within equities but avoid equity growth FOMO, look to the VictoryShares free cash flow ETFs.
New data from Goldman Sachs reports that younger generations of investors are using more personal investment plans to prepare for retirement.
VettaFi reviews key ETF Trends from first half of 2024. We cover active management , index innovation and the growth of alternative investing.
In its moment of most need, back in 2022, the liquified natural gas market saved Europe. Now, that same LNG market is the continent’s new vulnerability. The good news is that the weakness should be short-lived; the bad news is that it won’t go away before the next winter.
US exchange-traded funds investing directly in Bitcoin attracted net inflows for an unprecedented 18th straight day, a spurt of demand that has helped to lift the largest digital asset toward a record high.
Treasury yields surged as surprise strength in the US labor market forced traders to pare back their wagers on Federal Reserve interest-rate cuts this year.
While governments responsibly issue debt to fund public investment and dampen the business cycle, the US federal government has borrowed at an increasingly prolificate pace over recent decades.
After a weak April, markets bounced back in May, with the S&P 500 staging a breathtaking rally in the final few hours of trading on Friday, May 31.
Higher coupons and interest payments can make premium municipal bonds worth the extra upfront cost.
Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.
Take a look at the VanEck Gold Miners ETF (GDX). That fund is higher by 24.55% for the 90 days ending June 3.
