Diversity & Inclusion

There are many reasons advisors should avoid social media marketing.

I learned a lot in 2022. Here were my biggest epiphanies.

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.

Each year presents its own challenges, and 2023 is no exception, with economic uncertainty riding high, geopolitical tensions rising and the policy landscape shifting.

The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. 

The California Public Employees’ Retirement System is making a $1 billion wager that small private equity firms without the heft of the biggest buyout institutions can boost the pension giant’s returns and clout.

The $6.5 trillion US ETF industry boomed in 2022 as innovative product debuts and market volatility fueled a near-record number of launches. But the fanfare revealed a major flaw in the space: the lack of women helming the funds.

I’ve learned a lot through my work consulting with advisors. Here are some marketing insights to help you plan for 2023.

In some ways, the 2023 economic outlook for the US is locked in. The Federal Reserve’s goal is to push the rate of inflation back down to 2% over the next few years.

The Battery Belt is taking shape, and it’s creating a new economic development model where a college degree won’t be the ultimate qualification for jobs.

Savvy investors seized tightening credit markets this year to reshape the distressed investing playing field just as more companies look destined for default in 2023.

The US Treasury Department signaled some imported cars will qualify for electric-vehicle tax credits in the Inflation Reduction Act, a move that could assuage Asian and European allies’ concerns about the sweeping climate legislation.

C6 Bank, the Brazilian digital lender backed by JPMorgan Chase & Co., is planning to double its loan portfolio to midsize firms as it diversifies beyond retail clients.

The end of 2022 can’t come soon enough for many in the banking industry. Sputtering capital markets, job cuts, raging inflation, the crypto meltdown and rising interest rates marked a year of upheaval.

Banco Bradesco SA, Brazil’s second-biggest bank by market value, plans to buy more minority stakes in tech companies to speed up its expansion in the US.

The following article provides an important perspective on Gen Z’s entrance into the workforce.

The dispiriting thing about the Securities and Exchange Commission’s 400-page proposal to re-engineer financial markets, and the response from outside the agency, is that lawyers and economists are arguing over questions that have easy technical solutions.

From the earliest days of artificial intelligence (AI) and machine learning (ML) in the 1950s, practitioners have spoken of using it for investment fund management.

As climate change moved higher on the Wall Street agenda, there had been fewer indications that financial giants took similar interest in the biodiversity crisis.

The breakthrough in nuclear fusion is likely to spark investment in the technology that could transform the global energy landscape with nearly limitless clean energy.

Global Investment Report's 3Q Update of the 2022 hedge fund survey.

By any measure, America is failing at that task. For the sake of the economy, society and even the environment, it must do better.

Rather than feudalism, we are headed toward hyper-capitalism, where each person is an entrepreneur constantly selling his or her services to the highest bidder.

We’ve broken down nine of the best 529 plans.

OpenAI isn’t publicly speculating about its future applications, but if its new chatbot starts sharing links to other websites, particularly those that sell things, that could spell real danger for Google.

This should be the time when forward-thinking bosses can launch a takeover without having to fight a counterbid from a private equity firm, and hopefully end up paying a sensible price.

Tesla Inc. handed over the first of its electric Semi trucks, a milestone for the automaker more than five years after it unveiled the vehicle.

The Twitter chatter of Ford Chief Executive Officer Jim Farley is good vibes only: factory photos, race tracks, corporate boosterism and a lot of retweets of Ford customers gushing about their vehicles. It’s all cars, and it’s all anodyne.

The US housing market is in an uneasy state of equilibrium.

This article explores the efficacy of PLIBs against a retirement income strategy that does not include an annuity, as well as strategies which allocate to either a SPIA, a DIA, or a GLWB. I used a utility framework for this analysis.

If you aren’t willing to niche, at least decide whether you are trying to help your clients thrive or survive. Then build a message around one of those themes. Are you selling them life rafts (survive) or sailboats (thrive)?

The “wall of capital” that was supposedly coming to finance the global energy transition has proven to be more of a dam, holding back most of the cash that was promised.

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?

In the race to build a North American hub to support the electric-vehicle industry and challenge China’s dominance, one tiny Quebec community is charging ahead.

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.

On the most optimistic corners of Wall Street, promising inflation data over the past week or so suggest the Federal Reserve may accomplish a soft landing after all.

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.

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

In the wake of the last housing crash, online lenders came to dominate the mortgage market.

What problem could be solved or what issue or challenge could be addressed that would offer wide appeal to the expansive advisor community? The answer that made sense to me was financial education.