A staggering 75% of advisory clients left or considered leaving their advisors in 2023, according to a recent YCharts survey. This alarming trend highlights the shift in the financial advisory landscape, with clients increasingly seeking better communication, service, and guidance from their advisors.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
For the last several years, world leaders have made big promises and laid out bold plans to mitigate the climate crisis and help the neediest countries adapt. At this year's World Bank/IMF Spring Meetings, they must demonstrate that they can fulfill these promises, rather than simply touting new ones.
Federal Reserve Chair Jerome Powell is making life tougher for his peers around the world as the prospect of higher-for-longer US interest rates reduces room for easier policy elsewhere.
With Taiwan Semiconductor Manufacturing Co. still trading at pedestrian valuations even after surging to a record high, there is potential for its upcoming results to drive the stock even higher.
With the end of great inflation scare in sight, it's time the central bank hive mind contemplated what it might learn from the failure of its economic models.
While immigration has positively impacted economic growth and disinflation, this story has a dark side.
Using a scheduling tool eliminates back-and-forth communication, streamlines operations, and can unlock a range of valuable benefits you might not have considered.
Are you creating videos, yet? Many financial advisors are.
In the competitive financial advisory landscape and ongoing quest for new clients, advisors often miss an obvious opportunity – the children and grandchildren lying within their existing clientele.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter unpacked the latest U.S. inflation numbers. They also discussed recent rate decisions by the European Central Bank (ECB) and the Bank of Canada (BoC) as well as the economic and market outlook for China.
A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa.
Artificial intelligence (AI) and Bitcoin were top of mind at Paris Blockchain Week, where I had the privilege of presenting to an enthusiastic crowd. The blockchain and digital assets event, held beneath the world-famous Louvre Museum, attracted close to 10,000 people, an impressive 25% increase over last year, as Bitcoin traded near its all-time high and AI dominated headlines.
This week continues our series on dividends and dividend growth stocks. This is one part of my strategy to try to get through what I see as a coming crisis by the end of the decade with as much of my buying power as intact as possible.
I have been arguing for almost a year now, here and elsewhere, that US consumer price inflation would become sticky after a period of favorable disinflation going into the end of 2023. Wednesday’s hotter-than-expected data release, the third in a row, is evidence that this scenario is indeed unfolding.
Your mother likely imparted valuable investing lessons you may not have known. With Mother’s Day approaching and bullish market exuberance present, such is an excellent time to revisit the investing lessons she taught me.
Research from various scientific fields suggests that many of our fears about death are unfounded or exaggerated.
Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets.
President Joe Biden’s alternative student-debt relief plan could forgive loans for as many as 26 million Americans, a far-reaching initiative that will be tested by the same challenges that beset his original program struck down by the Supreme Court.
While getting your loans wiped out can seem like a lifesaver, it may come with some negative financial implications.
When oil jumped above $90 a barrel just days ago, military tensions between Israel and Iran were the immediate trigger. But the rally’s foundations went deeper — to global supply shocks that are intensifying fears of a commodity-driven inflation resurgence.
Can Federal Reserve (Fed) officials live with such a strong labor market and still start lowering interest rates in June or July?
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
A critical question is how do we get as much buying power as possible from the beginning of the crisis through to the other side? Part of the answer is Warren Buffett’s admonition to never bet against America. Better to do as he does, investing in specific parts of America.
Many of us have our favorite economic and financial indicators. I’m referring to those indicators that don’t get a lot - if any - attention from the television channels geared toward finance and markets and yet can provide important insights. One of my favorites - the divergence between key US and German fixed-income benchmarks - is at a notable level.
As a retirement economist — not to be confused with a retired economist, which are rare — I often find myself talking to Wall Street types who happen to be in charge of a lot of other people’s money.
The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.
Two regional banks emerged as winners last year as deposit runs shook their industry. Their fortunes have diverged since: New York Community Bancorp Inc. required a frantic rescue last month. First Citizens BancShares Inc. has stretched its rally to more than double in value.
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.
Investors need more patience for the euphoria about artificial intelligence to lift the stocks of software makers.
Market rally driven by a broadening of the market and optimism that the Federal Reserve will deliver rate cuts later this year.
VettaFi examines growing natural gas production from the Permian and the related midstream/MLP growth projects.
When a spouse dies, many women face severe financial hardship despite being part of a married couple for decades. This "widowhood penalty" results from men failing to ensure their wives are financially secure if tragedy strikes.
The prize is called Stabroek — a series of oil fields off the coast of Guyana, the Latin American nation bordering Venezuela and Brazil. The potential riches are incredible — about 11 billion barrels of oil, worth nearly $1 trillion at current prices.
Trading of CME Group Inc.’s nearly three-year-old lithium hydroxide futures contract is soaring, with more funds crowding into the budding market as prices of the battery metal falter.
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.
Negative interest rates have more cons than clear pros.
Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture.
By taking a few key steps, you will find many practical ways to prepare financially for the college education of your children.
Dynasty 529 plans allow savvy families with significant means to potentially fund college costs forever.
You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.
Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce.
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.
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.
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.
For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debate whether alts deserve portfolio allocation in 2024.
More advisors and firms are moving to fee-centric affiliation models, dropping their FINRA registrations and focusing on providing investment advice for a fee. What is the driver behind this trend?
Cautious investment is holding back the outlook for European nations.
Global Head of Client Portfolio Management Seth Meyer discusses the hidden risks and potential strategic pitfalls of sitting in cash.