Derive market upside and tax-efficient income with the actively managed NEOS S&P 500 High Income ETF (SPYI).
It can be hard work onboarding clients, so the last thing you want is to lose them. Yet many advisors DID lose clients in 2023. Here are some ideas to improve client retention in 2024.
Understanding the social risks posed by climate transition requires discipline, nuance and a systematic approach.
The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.
A favorite Mark Twain aphorism states, “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”
Emerging-market local-currency bonds have rallied sharply since last October, along with other risky segments of the global bond market. However, navigating the market can be challenging.
US regulators, led by the Federal Reserve, have thwarted a push to make climate risk a focus of global financial rules, according to people familiar with the matter.
Investors have been selling inflation protection in the mistaken belief that it’s no longer needed. They’ve helped create a unique opportunity.
VettaFi’s Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories. Troop’s Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies across portfolios. Alpha Architect’s Jess Bost offers her unique framework on model portfolio construction and selecting ETFs.
For a brief moment last week, the market and the Federal Reserve were on the same page about the pace of monetary easing. It didn’t last long, and Treasuries investors are paying the price.
What next for stocks after a strong start to 2024? While a near-term pullback wouldn’t be surprising, we see fuel for the positive momentum to continue throughout the year ― but with selection growing more important.
By taking a few key steps, you will find many practical ways to prepare financially for the college education of your children.
After many years of low and negative interest rates, the Bank of Japan has changed course, creating opportunities for Japanese investors and implications for global markets. Templeton Global Investments outlines the positives and the 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.
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.”
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.
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…
Larry Adam takes stock of how the economy and markets have performed since the beginning of the year and take a fresh look at where we are heading as we progress through the year.
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.
Treasury yields are on the rise following new economic data and upcoming indicators from the Federal Reserve.
Even after high demand in 2023, quality-focused investments are popular again in 2024.
VettaFi’s Lara Crigger parses through first quarter ETF flows, uncovering several interesting stories across stocks, bonds, and alternative assets. Dimensional’s Rob Harvey goes in-depth on the differences between a systematic active approach and traditional indexing.
It is essential to have open and honest pre-wedding conversations about both partners’ personal finances and attitudes about money.
Sentiment data is beginning to match relatively strong "hard" economic data.
You may have noticed the stock market rising lately. Much of the gain isn’t so much “the market” as a handful of mega-cap stocks. Nonetheless, the bulls are clearly in charge. The question is how long they will stay there. History suggests longer than many market bears think.
With the future of the economic environment remaining uncertain, investors are reevaluating what factors to prioritize when seeking large-cap opportunities.
All durable bull markets need bouts of positivity to keep them moving higher, and the next month is shaping up to be a good-news desert.
Fresh data on inflation and unemployment filings gave Federal Reserve officials more reasons to hold off on cutting interest rates, even as retail sales suggested a slowdown in consumer spending.
After years of managing household budgets through the stress of the worst inflation in a generation, US families are increasingly pressured by a different kind of financial squeeze: The cost of carrying debt.
Is now the time to get back into REITs? Media headlines may have previously dissuaded investors from real estate, but the landscape is changing.
Gold has definitively broken out of the range it's been stuck in since the start of this decade, reaching a record $2,195 per troy ounce this month.
There’s a lot of discussion about why prospects hire you, why they don’t follow your advice, and the value you add. Much of this discussion isn’t based on research, which is curious because there are studies on each subject.
With such high reported rates of client satisfaction and loyalty, why do only a few advisors experience the benefits of client-driven referrals? In part, it’s because the profession relies on the wrong metrics.
Underlying US inflation topped forecasts for a second month in February as prices jumped for used cars, air travel and clothes, reinforcing the Federal Reserve’s cautious approach to cutting interest rates.
Although markets expect both the Fed and the ECB to cut rates in June, macro developments could change that forecast.
The more strongly people buy into the rhetoric of their political parties, the more difficult it is to be pragmatic about their investments.
Forget the artificial-intelligence frenzy — the most-exciting trade on Wall Street right now might just be betting on boring.
Q4 earnings revealed a tale of two markets in the U.S., with tech and internet players hitting home runs as other sectors and industries played small ball in comparison.
Super Tuesday was, if I may, super obvious. Former President Donald Trump clinched nearly every delegate that was up for grabs, forcing his Republican challenger, Nikki Haley, out of the race, which all but guarantees his nomination.
The largest weekly outflow on record for technology stock funds hasn’t dimmed the broader euphoria that is driving US equities to “ferocious” gains, according to Bank of America Corp. strategists.
Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024. Impressive for an asset category that still represents 6% of overall industry assets.
Fisker Inc.’s warning that it may run out of cash within 12 months absent fresh equity or debt raises a new and worrying question for car owners: What happens if the maker of your electric vehicle goes bust?
In this paper, GMO proposes a novel approach to financing emerging countries’ transitions toward cleaner energy production. Indeed, we believe a significant opportunity exists across two dimensions: greenhouse gas (GHG) emissions reduction and investment returns.
The Equity Symposium is just a week away. Advisors can earn free CE credits and hear from industry experts and thought leaders on March 13th.
After Covid-19 arrived in 2020, a lot of wealthy people fled locked-down California. Elon Musk, the world’s second-richest human, moved to Texas, griping that the Golden State had become “a little complacent, a little entitled.”
Rodney Comegys, Global Head of Vanguard Equity Index Group, offers actionable insights to investors on how to select active strategies that can help them achieve investment success.
