Let’s look at the powerful feature set an advisory firm could put together from a collection of the higher-rated, low-market-share programs and solutions that I’ve collected from past surveys, many of which you may not even be aware of.

Most advisors – from lifestyle advisors to the leaders of larger firms – have failed to create their desired level of success because they fail to invest in the asset with the greatest return.

After years of uncertainty around how U.S. retirement plans could consider ESG factors, the dust is finally settling. It’s official: A Nov. 22 rule issued by the Department of Labor (DOL) allows retirement plans to consider financially material ESG factors when selecting investments and exercising shareholder rights.

Over the past 12 months, global container shipping rates have steadily declined to their long-term averages as supply chain snarls have receded and backups at ports have disappeared. Now, another segment of the cargo shipping industry is seeing day rates explode to record highs.

Change is constant, in the economy and everything else. We talk about it often. Yet when we talk about the economy changing, we usually mean the economy’s condition is changing—from expansion to recession, deflationary to inflationary, emerging to developing, etc. That’s different from changes in the economy’s actual structure.

One bad year in the stock market has turned Wall Street strategists into bears after two decades of bullishness.

U.S. equities are sliding as investors sift through the November labor report that showed stronger-than-expected job growth.

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.

Now I know why people ignore my warnings about those who claim they can predict the markets.

A would-be client’s journey to choosing a brand is complex. There are ample opportunities for them to be distracted.

Better than expected inflationary data and corporate earnings reports helped boost S&P 500 to back-to-back rallies for first time since mid-2021.

How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession.

Ethical debt deals are set to become the majority in Europe’s market for corporate loans for the first time next year.

Value equities are still priced for significant outperformance, globally.

Global bonds rebounded in November, adding a record $2.8 trillion in market value, as investors bet that central banks are getting a grip on inflation. But how long the party lasts is another matter.

Corporate credit markets, long the asset class of choice for people looking for clean insights into the economy, have turned as murky as everything else in 2022.

One of the biggest trades this year has lost steam and its outlook for the next year has become much more mixed.

Baillie Gifford Partner Dave Bujnowski explains how he’s thinking about the drivers of growth investment opportunities amid growth stock underperformance.

Whether foreign nations want or need tightening or easing, they are stuck with the monetary policy that the Fed decides America needs.

Global bonds joined US peers in signaling a recession, with a gauge measuring the worldwide yield curve inverting for the first time in at least two decades.

U.S. stocks are choppy in pre-market trading on the heels of yesterday's drop ahead of tomorrow's comments from Fed Chairman Jerome Powell.

As Europe struggles with war, costly energy, record inflation and slowing growth, it’s no surprise that European corporate credit is out of favor.

You will lose clients and fail to gain new ones unless you make dramatic changes right now.

Doll’s Deliberations this week summarizes some short-term expectations and some longer-term issues.

Stagflation is the key risk for the global economy in 2023, according to investors who said hopes of a rally in markets are premature following this year’s brutal selloff.

Everyone seems to be paying more attention to the cost of goods and services these days. But there is one cost that many investors pay without realizing it – the cost of taxes on their portfolios. Here's why this cost matters and what you can do to help your clients avoid it.

This week, around my trip to a far-too-cold Denver, then to Dallas, and ultimately Tulsa to spend the Thanksgiving holiday with family, Keith and I did a 45-minute "interview" via Zoom. Less an interview, perhaps, than the two old friends catching up. I was surprised how many topics Keith and I aligned on perfectly, though our few disagreements about what comes next made for a great debate.

Americans who work remotely, either full-time or part-time, can save between $2,000 and $7,000 in transportation and work-related costs. They can also gain back the equivalent of two to three weeks per year in commuting time.

Vivek Tanneeru, portfolio manager, sees structural and cyclical tailwinds converging for emerging markets equities.

Applications for US unemployment benefits rose last week to a three-month high amid a wave of layoffs at technology companies, a sign of cooling in a tight labor market.

Here are three signals people use to let you know when they are feeling pushed.

U.S. equities are rising, although no notable directional drivers seem to be in play amid the holiday-shortened week, with the markets closed on Thursday for Thanksgiving and trading in a half day on Friday.

The great quantitative easing experiment was a mistake. It's time central banks acknowledge it for the failure it was and retire it from their policy arsenal as soon as they’re able.

Amundi SA is removing the European Union’s highest ESG designation from virtually all funds that once carried it, as it joins a growing list of investment firms that have been wrong-footed by a change in regulatory guidelines in the bloc.

What is the cost, at this month’s market prices, of achieving the standard of living actually attained in the base period?

Once again, we are on the cusp of a nuclear renaissance. Actually realizing one requires something nuclear power isn’t known for: Speed.

The dollar climbed against its Group-of-10 counterparts as investors sought shelter in the US currency amid concerns that China may tighten Covid curbs.

The S&P 500 is down 15% over the past year, so you’d think this would have been a great time to own some protection on your portfolio. Unfortunately, that’s not how things have turned out.

The German car industry’s bid to wrest the electric-vehicle crown from Tesla Inc. veered off course this week with stumbles for Volkswagen AG and Mercedes-Benz AG.

The amount of time between aircraft as they land at Toronto Pearson International Airport might seem prosaic to the untrained eye, but there’s a lot more going on than pilots negotiating the gentle return to earth of hundreds of tons of metal.

Our annual ESG manager survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private markets managers, and spotlights firmwide policies, use of data, engagement and integration.

For the first time in years, rich Americans who cheat on their taxes face a growing threat from the Internal Revenue Service.

My guest today will discuss how he works with UHNW/HNW individuals and families when it comes to charitable giving and meeting philanthropic needs. We will talk about the issues individuals should consider when making a gift of a business interest to a public charity. We will discuss the benefits for donors in making the decision to give a gift of a business interest to a public charity, the types of business interests that a donor may give to charity and the trends he’s seeing across his client base when it comes to charitable giving strategies such as this one.

The dinner rush is on at Suga’s Diner in Stanton, Tennessee, the only restaurant in this town of 452 souls.

With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.

To foresee what crisis might be next, it is vital to understand the dollar's role in global finance and economics and the resulting role that the Fed plays in influencing global monetary policy.

Wall Street is struggling to whittle down the roughly $37.5 billion in risky corporate loans stuck on their books -- and the pile of so-called hung debt may be about to swell further as another large buyout financing stumbles.

The reason CRMs fail is often because of lackluster adoption by users, and not the capabilities of the tool itself.

Why do team members often resist change?

They say a picture is worth 1,000 words and a good chart fulfills a similar function.