There was much mirth online when the US Justice Department announced the arrest of crypto exchange Bitzlato’s founder last week.
Artificial intelligence advances in a manner that’s hard for the human mind to grasp.
2022 was a year of disappointment and negative surprises as economies faced the consequences of geopolitical turmoil and central banks fighting inflation.
When should your firm begin to leverage a new offering, if at all? Let’s talk about ESG investing and share three strategies to help your firm discuss and market a new product or service in an authentic, practical, and distinctive way.
Advisors can illustrate the risks in single-stock positions by educating their clients on the historical evidence that demonstrates diversification is the prudent strategy.
It’s big news that Envestnet is moving into the RIA custodial space and will soon be competing head-to-head with its biggest integration partners: an expanded Schwab platform, Fidelity and Pershing. I suspect that this is just the first of many so-called software “platforms” that will jump into the custody competition.
Ray Dalio, founder of the world’s largest hedge fund, has one.
The world’s leading CEOs, politicians, and various do-gooders were in Davos, Switzerland, this week, discussing ways to solve our collective problems and create opportunities for their own companies. The most important conversations were off the record and many of the public speeches were simply performance art.
A January survey conducted by Bank of America shows that 91% of money managers believe China will “fully reopen” in 2023. That’s a significant increase from December 2022. Growth expectations for the country are also at a 17-year high.
The America First trade that sent money gushing to the US over the past three years is finally starting to lose its shine as market optimism gravitates back to unloved markets outside of the world’s biggest economy.
Cathie Wood is back to selling JD.com Inc. shares after a hiatus of about six months as Chinese technology stocks see a historic rebound helped by regulatory easing.
Market watchers on Wall Street attribute this week’s stock selloff to the insidious threat of recession.
China’s equity benchmark is closing in on a bull market as foreign investors rush to buy local shares on bets that the nation’s economic reopening and supportive policies will accelerate the market’s rebound.
Amazon.com Inc.’s cloud unit will spend $35 billion on new data centers in Virginia by 2040, underscoring its determination to stay ahead of rivals Microsoft Corp. and Alphabet Inc.
U.S. equities are higher, as the markets look to get back to their winning ways after a two-day losing streak.
Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023.
The Northern Trust Economics team shares its outlook for growth, inflation, employment, and interest rates.
A chart breakdown in the S&P 500. Signs of complacency in a closely watched options gauge.
Macro hedge funds, which look at economic trends and take advantage of dislocations across asset classes, had a banner year in 2022.
Bond traders were once deemed so powerful and all-knowing that Tom Wolfe described them as the “Masters of the Universe” in his classic 1987 novel “The Bonfire of the Vanities” that used Wall Street as its backdrop.
Whatever one’s favored terminology for describing the current moment, there is widespread agreement that we are facing unprecedented, unusual, and unexpected levels of uncertainty, auguring a future of crisis, instability, and conflict.
RIA merger and acquisition activity had yet another record year, although the year-over-year increase was less steep than prior years. There were 264 transactions in 2022. M&A activity was nearly 10% higher than last year's 241 transactions. But 2022 ended with a slower fourth quarter, 20% below last year's blockbuster Q4 total. We'll get into the details beneath the numbers with David DeVoe in this podcast. I have had the privilege of interviewing David every year around this time, and this is the third in that series.
US retail sales fell by the most in a year and business equipment production slumped, raising concerns that the economy is losing momentum under the weight of tighter Federal Reserve policy.
Federal Reserve Chair Jerome Powell is justifiably proud of the central bank’s independence — and refreshingly candid about its boundaries.
There are several ways to look at Tesla’s deep price cuts in the US and Europe, which came on the heels of two rounds of reductions in the span of 10 weeks in China.
Some of the biggest investors in US commercial real estate are looking to cash in before property values slide further.
Portfolio Manager Michael Oh, CFA, reviews what he seeks out in innovative companies and why he thinks Asia may be in the early innings of innovation in more than technology.
European policymakers face a dilemma: continue to hike interest rates to combat inflation or ease off to stimulate growth.
It's easy to take the wrong signal from recent market strength.
Last year an infamous cryptocurrency ad featured the slogan “fortune favors the brave.” And while historically fortune does favor the brave, there is a difference between courage and blind faith.
In 1817, David Ricardo developed his theory of comparative advantage to explain why countries engage in trade together, even when one country has an absolute advantage.
For the past few years, regardless of price, there's been a buyer for every RIA seller. But that won’t continue.
Southwest Airlines cancelled 16,000 holiday flights. It will cost the airline dearly in reputational rage and lawsuits. Will massive Reg BI compliance failures cost BDs?
Meta Platforms Inc.’s market-beating rally of the past few months is failing to convince some skeptics, given how much money the owner of Facebook and Instagram continues to pour into building its version of the metaverse.
Vanguard Group, which quit the world’s biggest climate-finance alliance in December, was the only major ETF provider to post an increase in European assets last year thanks to its lower exposure to environmental, social and governance strategies, according to Morningstar Inc.
Wall Street bond dealers are moving rapidly to the sidelines of US Treasury auctions — the very activity that defines their status at the heart of the world’s biggest bond market.
Advisors must redesign their entire approach, starting from the client's point of view.
The team at Infrastructure Capital Advisors provides key insights and advice on current market conditions and economic outlook for this month and the coming months.
VettaFi’s Tom Hendrickson and Lara Crigger highlight 2022’s rising ETF stars. George Noble explains the Noble Absolute Return ETF (NOPE). NYSE’s Mo Sparks and Trackinsight’s Robert Jaeger discuss their new collaboration, ETF Central.
Morningstar’s latest research showed higher safe spending rates across all asset allocations over all time horizons. I don’t agree with those results.
Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).
The Federal Open Market Committee’s 12 voting members differ on where they think interest rates should go this year. But we know they’re unanimously against cutting rates until at least 2024—or at least they were as of December, according to that meeting’s minutes.
Investors don’t appear to have been fazed by the FAA mishap. Shares of U.S. domestic airlines finished Wednesday up more than 1% before advancing a further 4% on Thursday in response to positive earnings estimates.
The process by which advisors select a TAMP is the latest illustration of fiduciary failure, and the SEC has responded with ominous rulemaking that will have questionable value to our profession.
There may be a lot of bad stuff going on in the world of crypto right now, but Bitcoin true believers don’t seem to care.
A Nevada lithium mine that would be only the second in the US is getting backing from the Biden administration as it seeks to boost the domestic supply of the critical mineral needed to make electric vehicle batteries.
As we start the year 2023, we are reminded of the profound poetry from the band, Echosmith, in the song, “Cool Kids.” It can teach us about what it takes to succeed in long-duration common stock investing currently.
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.
In this 30-minute livecast, get caught up on the latest ETF trends and what's ahead from VettaFi's Head of Research and the Director of Research from ETF Think Tank. Have questions about our Exchange conference? We'll be answering those too! By registering for the livecast, you will also be eligible for a complimentary Exchange registration.
Welcome to tax season, TikTok edition.
