Our outlook is still positive, but it may be difficult to replicate the strong returns of the past few quarters.

In a world of information overload, financial advisors face a significant challenge in holding the attention of clients and prospects. This article, from an entertainment/TV industry veteran, provides practical advice on how advisors can use video to deliver their message succinctly and stand out in a crowded market.

Guessing the direction of interest rates is no easier than any other tactical or market timing decision. The yield on the benchmark 10-year Treasury note is just under 3.9%. That is about 100 basis points less than it was a few months ago. Fed policy is uncertain, inflation has not been fully controlled, and fiscal deficits loom as a long-term risk for yields to go higher.

Those factors argue in favor of an allocation to floating-rate notes. My guest today will help us explore this asset class, its opportunities and its risks.

When it comes to the private real estate sector, the mention of the U.S. commercial office sector scares many investors away. While the office sector may give some investors pause, it's also prudent to look at the bigger picture.

Now that gambling has taken a dark turn. Since the Supreme Court’s 2018 decision ending the prohibition on sports gambling in most states, March Madness betting has become easier and more accessible. As a result, more people are betting not against their coworkers, but through online gambling sites.

Ray Dalio warned that China should cut its debt and ease monetary policy or face “a lost decade.”

Federal Reserve Chair Jerome Powell’s increasing focus on protecting the job market is encouraging a swath of bond traders putting bets on inflation rates to remain elevated.

The dollar is poised for its best quarter since late 2022 as Federal Reserve officials push back against the latest bout of rate-cut wagers.

VettaFi’s Head of Research Todd Rosenbluth discussed the BlackRock US Equity Factor Rotation ETF (DYNF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Commodities have played a pivotal role in financial markets since 2020. Pipelines have been blown up, shipping routes have been disrupted, droughts lowered electricity output, Panama Canal traffic increased, and agricultural prices rose to name just a few recent incidents. Yet commodities also remain an asset class that is not well understood. Today, we will dive into the state of the commodity market, and how opportunities and pitfalls in 2024 may affect your portfolio.

Amazon.com Inc. plans to spend almost $150 billion in the coming 15 years on data centers, giving the cloud-computing giant the firepower to handle an expected explosion in demand for artificial intelligence applications and other digital services.

After two volatile years, we believe conditions are especially compelling for fixed income.

The upcoming US presidential elections transcend mere political rivalry. Stephen Dover, Head of Franklin Institute, examines the policy differences between the major parties and their potential implications on capital markets in the years to come. He also discusses whether elections and their outcomes have significantly affected equity markets or if other factors made more of an impact.

For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debate whether alts deserve portfolio allocation in 2024.

Actively managed equity ETFs are gaining traction in 2024. Consider active management on small caps and their ETFs.

On Jan. 30, Senior Director and Head of ESG and Investment Management Kris Tomasovic Nelson moderated an online discussion exploring the findings of Russell Investments’ 2023 Manager ESG Survey. In its ninth year, the annual survey offers valuable insights into the evolving landscape of ESG practices within the investment management industry.

The ETF marketplace is always in a state of flux. Understanding the opportunities and mitigating risk are essential to a healthy portfolio. A disciplined, active approach can help clients focus on the right opportunities at the right time.

Join the experts at Fidelity Investments to hear all about the latest risks and opportunities in the market and how their new Fundamental ETF suite can potentially help your clients grow their portfolios.

Big banks are scrambling to work out what to do with generative artificial intelligence: how to use it to make some of their people smarter or free up others to do only higher-value tasks, and how to ingest and process data more rapidly, speed up decision making and cut costs. Every bank fears their competitors getting good at AI before they do.

Are you active on LinkedIn but not seeing the impact of that time? In today's video, I help one advisor tackle this problem.

By staying compliant, you protect not only your clients but also the integrity and trustworthiness of your practice.

Rate cuts should help ease volatility in the bond markets, making it ideal for prospective bond investors to get core exposure.

Enthusiasm for AI is widespread, with epicenters of that ebullience including the investment community and corporate America.

As improvements in artificial intelligence continue apace, so do questions about how AI will influence economies, asset prices and — the question of the moment — interest rates: Is AI more likely to make them go up or down?

You're accustomed to analyzing market trends, understanding financial products, and strategizing to achieve your clients' financial well-being. But there's one crucial question you have been overlooking…

It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting Social Security.

Cautious investment is holding back the outlook for European nations.

Bob Doll, CEO & CIO at Crossmark Global Investments, explains why double-digit earnings growth and multiple Fed rate cuts seem incompatible.

Global Head of Client Portfolio Management Seth Meyer discusses the hidden risks and potential strategic pitfalls of sitting in cash.

VettaFi’s Zeno Mercer discusses the significance of BlackRock launching a tokenized money market fund and offers perspective on the future tokenization of securities. Matthews Asia’s Andrew Mattock highlights the firm's new Discovery active ETF suite and expands on the investment case for China.

Advisors try to prove their credibility through education and information – believing that their solution or company brand will differentiate them.

Effective marketing requires intention and a gut check. You need to honestly assess where your business is today before investing your time and efforts to get where you want to go.

Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?

More charging stations and lower prices can break EV sales out of their slump.

Economic indicators allow policymakers, advisors, investors, and businesses to make informed decisions about financial markets.

This article provides an overview of RIA buy-sell agreements, addressing what they are, why they’re important, their key elements, and common mistakes RIAs make with respect to those agreements.

Ask investors, likely both professional and retail, what individual stock they most readily associated with artificial intelligence (AI).

In a chaotic and uncertain world, investors crave a measure of predictability. Despite the best efforts of strategists and analysts to predict how markets will perform, no one knows what the future will hold. Defined-outcome ETFs offer investors a new way to reduce uncertainty while still maintaining exposure to the market’s upside. This has been one of the fastest-growing segments of the ETF market and many believe it’s got a long way to go.

Bond traders are cautiously reloading wagers that burned them just weeks ago as the Federal Reserve and key global peers finally appear set to begin reducing interest rates as soon as June.

Morgan Stanley’s exchange-traded lineup now holds more than $1 billion thanks to the firm’s first-ever mutual-fund conversions.

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Multisector Bond Active ETF (PYLD) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.

Former president Donald Trump’s social media startup is set to begin trading Tuesday after completing a blank-check deal that may bring him a financial windfall.

Junk-rated US companies have seen their interest costs rise after the Federal Reserve’s rate-hike campaign, but profits haven’t kept up, putting a squeeze on finances and underscoring a key risk for investors in high-yield debt as the trend persists.

I was attracted to finance because it promised some order amid chaos. Here was this market, with billions of transactions a day — and yet it managed to set a price for each asset, a price that put a literal number on the value of future risks, or more precisely how much people value those risks in the present day.

There is an important warning here for everyone giddy with the recent advances of generative AI. Breathtaking developments in the realm of technology do not render history obsolete. It lives on alongside the latest gadgetry, because the present is not where history ends and the future begins; it is where the past and the future fuse.

If one wants a guaranteed store of real purchasing power to pay off a future liability or to provide a multi-year income stream such as for retirement, then a ladder of TIPS provides a much stronger guarantee than other readily available assets.

As the anticipation of rate cuts build, it may cause fixed income investors to fret, but an ultra-short option could help ease those worries.

Given the rises of some 'Magnificent Seven' members, there are myriad claims those and other large- and mega-cap tech stocks are stretched on valuation.

Markets have taken the Federal Reserve (Fed) decision to keep about 75 basis points (bps) cuts in its dot plot as a very positive sign that the Fed is going to actually cut 75 bps during the year and are still acting upon the news.

Many investors seem content to sit in cash. But with the market pricing in rate cuts by July, we think it’s time for muni investors to jump back in now. Here’s why.

If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable.