I’ll explore how you can take the lead in adopting technology to boost both competitiveness and growth.

There’s no nice way to say this: AI is coming for your job.

To succeed, every advisor needs to grow. This growth must not be limited to the size of their practice either. Advisors need to grow their talents and their knowledge, and must always be developing their skill set.

Municipal bonds sold off considerably in September alongside vastly rising interest rates.

A run of shrinking quarterly profits may finally end soon, but it's probably not time to break out the champagne just yet.

In a year in which active strategies have done so well via allocator interest, as well as with their own returns, an active ETF could make a very good addition.

Value-conscious, historically-informed, full-cycle investors place a great deal of emphasis on the relationship between the price an investor pays today and the cash flows they can expect to receive in the future. The reason is simple.

With artificial intelligence, systematic investing is entering a new era of disciplined decision-making. Yet, firms face many snags. Rigorous implementation requires collaboration among skillful investment, technology, and quantitative capabilities.

At the end of October we will get our first look at real GDP growth for the third quarter and it looks like it was very strong.

My guest today is here to talk about an asset class that is often misunderstood. It wasn't until recently that all investors had access to collateralized loan obligations (CLOs). Institutional investors have benefitted from the ownership of CLOs for over 25 years, and the asset class has grown to over $1 trillion.

These are not the same bonds that eroded the economy in 2008 during the global financial crisis. It's a similar name in "C blank O," but a very different asset class. John Kim and his team at Panagram are experts in CLO investing. He is here to explain how they work, why now for individual investors, the benefits of owning CLOs, and dispel some of the myths about this often-misunderstood asset class. John will share what Panagram is doing to educate and explain why advisors should consider an allocation.

What Makes That Ticker Tick? AMZI: Alerian MLP Infrastructure Index Featuring Stacey Morris and Jon Fee

How worried should we be about AI and what should we do about it? There is risk on both sides: of not taking warnings about AI seriously enough, and of taking them too seriously.

JPMorgan Chase & Co. Chief Executive Jamie Dimon calls it “over-earning,” but his isn’t the only bank that still hasn’t felt much pain from loan losses or rising deposit costs

Franklin Templeton Fixed Income Research Analysts Ashley Allen and Bryant Dieffenbacher discuss the food, water and energy sectors and what their convergence means for investors.

A money market fund is a type of mutual fund that invests in debt securities, specifically those characterized by short maturities and minimal credit risk. A money market fund generates income with little to no capital appreciation, making it a low-risk, low-return investment.

With oil prices trending higher, among other factors, market participants are bracing for a renewed round of elevated inflation. That could stoke renewed interest in traditional inflation-fighting asset classes, but investors may not want to overlook the ability of Bitcoin to act as inflation protection.

From this research, advisors can discern ethical, non-manipulative ways to create more persuasive messages.

Even prior to this week’s spike in oil prices associated with renewed tensions in the Middle East, last week was ramping up to be a big week for electric vehicles (EVs) and their supply chain.

We see promising potential in countries with younger populations and forward-looking policies, such as India, Indonesia, and Mexico.

The higher-for-longer interest rates narrative could continue to negatively affect small-cap companies. This is because they look to stay afloat in the current macroeconomic environment.

In the most recent FOMC meeting, the committee decided to refrain from raising rates again, but held open the prospect for further hikes this year.

When your system, whatever it may be, is working extremely well, we used to say it’s “firing on all 8 cylinders.” What does that mean?

Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets.

Is now the time to add an active foreign equities allocation? Investors have likely already considered a case to diversify domestic-heavy portfolios with international equities.

Reverting to old fiscal rules will create a strong economic headwind for Europe.

Among U.S.-based original equipment manufacturers (OEMs), Tesla (NASDAQ: TSLA) has a sizable, significantly profitable lead over the “big three” in the electric vehicle space, but on a global basis, the industry is evolving and close to a major inflection point.

After three quarters of improving economic outlook amid increasing expectations for a painless decline in global inflation, markets and pundits alike have become less optimistic about a soft landing as they reacted to frustration from the Fed.

Breaking a mirror, walking under a ladder, and a black cat crossing your path have all been seen as bad omens.

The pandemic changed many things about the economy — how we work, where we work and who we work with, for starters — but one of the most striking trends has been a big uptick in entrepreneurship.

With all eyes on generative AI (genAI) and its transformative potential, individual investors’ interest has been piqued. The market-moving innovation certainly has generated a lot of hype ― and questions. Equity CIO Tony DeSpirito parses three reasons for excitement and three areas for awareness.

However, $22 billion moved into fundamentally weighted equity index ETFs, while dividend and momentum ETFs had outflows. This is sizable and warrants some added attention.

The first nine months of 2023 have seen significant growth. Despite this growth, questions remain. Income is top of mind as many investors worry about the potential of a recession, the ongoing high-rate environment, and market uncertainty. Enter the Income Strategy symposium.

A liquidity gap is growing as banks curtail specialty lending, providing specialty finance investors opportunities for potential better risk-adjusted returns than we’ve seen since the GFC.

Gold has lost $170 since hitting a peak of $2,050 per ounce in early May.

Crypto may have grabbed headlines last year, but the talk on Wall Street these days is all about options.

Market pricing, verbal cues from Federal Reserve members and the likely evolution of the economic data over the next couple of months all point in the same direction — the central bank is likely done raising interest rates.

The latest Underlying Inflation Gauge full data set for September is 2.9%, down 0.1% from last month, while the prices-only measure is 2.2%, down 0.2% from last month. Current Headline CPI is now 3.7% and Core CPI is 4.2%.

When it comes to international trade and investment, AI will create some obvious winners and losers. It’s the second-order effects that may prove more interesting.

Fiduciary September just concluded. To generate further awareness, my organization, the Institute for the Fiduciary Standard, produced eight panels with 22 speakers.

The few remaining signs that the US economy is headed for a recession are vanishing before our eyes.

Getting John Beatson to pick stocks for you used to require a cool $25 million or thereabouts. Thanks to the newest trend in money management, these days it’s more like $25.

Amazon.com Inc.’s next big thing might be lurking in the expensive supply chain apparatus that’s helped transform its e-commerce business into a juggernaut.

Like a watched pot that refuses to boil, the much-anticipated recession of 2023 has yet to materialize. In our latest Strategic Income outlook, we examine the reasons and discuss what might finally cause the temperature to rise.

Yet again, the Federal Reserve’s battle to tame inflation has hit a speed bump. This week’s jobs report came in surprisingly strong, and while it may see revisions, it’s yet another point toward a lengthening rate cycle.

Investing in China remains challenging but that doesn’t mean there aren’t opportunities. Portfolio manager Vivek Tanneeru and Head of Portfolio Strategy David Dali highlight one approach that potentially can deliver alpha generation today while positioning for a potential upturn tomorrow.

Broadly speaking, large- and mega-cap tech stocks are far from bear market territory. But the Nasdaq-100 Index (NDX) closed 6% below its 52-week high last Friday.

The quarter started off strong enough in July but gave up ground in both August and September. The total return of the S&P 500 was down 3.27% for the quarter.

The odds of a unicorn spraying rainbows across the sky and the government running a surplus are the same: zero percent.

The financial planning landscape is undergoing a great transformation, driven by emerging trends that have accelerated in recent years.