Broker app Trade Republic Bank GmbH, founded by former Merrill Lynch banker Christian Hecker, has become one of Germany’s biggest fintech firms by valuation.

Passive equity portfolios continue to gain popularity, but some investors might not know that a small group of outperforming stocks have driven most of the gains in recent years.

Bitcoin and other cryptocurrencies have been getting a lot of attention lately.

“You can't always get what you want
But if you try sometimes, well, you might find
You get what you need”
“You Can’t Always Get What You Want,” The Rolling Stones (Let It Bleed, 1969)

We’re optimistic that environmental, social and governance (ESG)-linked bonds will help create a better, more sustainable world.

Do you understand the depth of information in your client roster and the hidden intelligence, even treasures, that live there?

I've come to realize that my highest value is freedom – I want the ability to do what I want to do, when I want to do it.

We have had multiple conversations with our advisors about asking for more referrals. But our clients are older – in their 70s.

As we entered 2021, we put the pivot point of the economy and market returns squarely on inflation.

A year ago, as the pandemic ravaged country after country and economies shuddered, consumers were the ones panic-buying. Today, on the rebound, it’s companies furiously trying to stock up.

Power Corp. of Canada has scored a massive win with its investment in online brokerage Wealthsimple. The company is still deciding what to do with it.

Stop ignoring client annuities, and consider not only how they can improve performance in your client’s portfolios, but also how you can leverage them to expand your capabilities and grow your business.

The recent NFIB survey suggests we are only in an economic recovery, not an expansion.

Investors following an ESG mandate can achieve their goals only if they can accurately and consistently identify stocks that meet their criteria. But new research shows that those criteria have been subject to arbitrary revisions and that there are wide discrepancies among the vendors providing the data.

Last week I teased you about the China panel, so that seems like a good place to start. We’ll review that conversation and then bring in some China comments from later sessions.

U.S. President Joe Biden’s pension bailout might do more than just support troubled retirement plans. It could also spur tens of billions of dollars in demand for corporate bonds with the lowest investment-grade ratings, according to Citigroup Inc.

Widespread lockdowns have resulted in record output declines and soaring debt across the euro area. But the political response to the COVID-19 crisis may be positive for the European integration project—and for euro-area bond markets.

Inheritance tax could make a return to the political agenda after decades of declining use as governments try to repair public finances and address widening inequality after the pandemic.

The performance of a market-cap-weighted index is driven by a handful of stocks with the largest capitalizations, but these stocks do not remain at the top for long. A smart beta multi-factor strategy is a good solution for investors concerned about the concentration risk of a passive market-cap tracker.

Retirement planning has evolved from a singular focus on savings to ensuring that account values provide income for life. Multiple generations of DC plan participants are concerned that they’ll outlive their retirement savings, and they’re turning to plan sponsors for solutions.

One of my all-time favorite quotes comes from Winston Churchill, who was just as witty as he was a great leader: “We contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”

While gold is valued for a variety of reasons, the uncertainty and economic fallout tied to the COVID-19 pandemic saw investment drive the price of the yellow metal to record highs in 2020.

It was ever so tempting to devote today’s letter to a discussion of President Biden’s latest massive government spending, which he proposed Wednesday night in his “First Hundred Days” speech before Congress.

Overflowing cargo ships, snarled production lines, copper above $10,000 and a start to earnings season that’s smashing records.

Climate research informs us that in 2017 anthropogenic global warming reached1.0° C above pre-industrial levels (IPCC, 2018).

April 3rd marked the 1-year anniversary of the first investments deployed by GMO’s Quality Cyclicals Strategy,1 within a fortnight of the trough that ended 2020’s quickfire bear market.

There’s an old bit of advice that one shouldn’t count one’s chickens before they’re hatched.

How to structure your portfolio when interest rates are rising.

Advisor Perspectives has announced its Venerated Voices™ awards for commentaries published in Q1 2021.

"Buy American:" easier said than done. Sports leagues are still struggling, and tax evasion is costly.

One of the most common reasons new clients seek me out is the loss of their long-standing financial advisor. As an advisor, the best way to protect against losing those clients is to create a team or “ensemble” approach to providing financial advice.

Developed-market (DM) household savings recorded a significant gain last year, with an increase equivalent to 10% of combined gross domestic product (GDP).

In December of 2018, I was invited to dinner with some of the world’s largest Bitcoin holders at the Guggenheim museum in New York.

Nuclear decommissioning trusts (NDTs), the pools of money accumulated over decades used to dismantle nuclear power plants and safely dispose of radioactive materials, allocate about 40% of their assets to fixed income securities.

Mix extremely loose monetary policy, a federal government cutting checks like it’s going out of style, and extensive roll-out of the COVID-19 vaccines, and what do you get?

This article demonstrates why the conventional wisdom of “stocks in taxable, bonds in tax advantaged” is not reliable.

More than 60 central banks right now are believed to be exploring the idea of digital currencies, including retail tokens that would be used by citizens as well as wholesale applications for financial institutions.

Checkout.com is leading a $110 million funding round for Saudi payments firm Tamara in one of the Middle East’s largest-ever startup investments as demand booms for e-commerce and fintech solutions.

While a global recovery has now become the base case for financial markets, differences between countries and regions on the path toward normalcy are significant and seem set to widen.

My core values are based on five Hawaiian words: mahalo, aloha, ohana, pono, and imua. These words closely align with the values I learned from my mother and my father.

How do you stop being busy and constantly multitasking? Imagine if you could gain back 40% of your productivity!

How do we preserve and grow our client's wealth at inflation-adjusted rates, consistent with long-term returns of the requisite asset class, and to do so without taking undue risk of a permanent loss of capital?

There has been an explosion in academic research on the impact of implementing ESG on the risk and returns of equity portfolios. Research on fixed income, which has received less attention, shows that positive ESG scores correlate with lower yield spreads, decreasing future returns for bond investors.

Digital currencies stormed Wall Street in a big way this week. Crypto exchange Coinbase went public in a direct listing, opening the floodgates for a number of other crypto-related companies.

Imagine never having to do your least favorite chore!

The Northern Trust Economics team shares its outlook for global growth in this year of reopening.

Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks.

The 2015 Paris Agreement introduced the legally binding goal of maintaining the average global temperature below the pre-industrial revolution average plus 2o Celsius in order to avoid severe stress on natural and socioeconomic systems.

You can gauge the experience of a marketer based on what they default to when it’s time to drum up a new marketing message or campaign.