Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.
Nothing says talent war like a $100 million job offer. Mark Zuckerberg has been on a hiring blitz for AI’s most revered scientists, sending them cold emails and offering them roles in his new Superintelligence Labs division whose goal is nothing less than to build artificial-intelligence software that’s smarter than humans.
One of the more storied headlines this year has been President Trump’s disappointment with the Fed for not cutting rates. We should all know by now that the President cannot fire a Fed Chair simply because he/she is not lowering interest rates to their liking.
At the recent 2025 Morningstar Investment Conference, CEO Kunal Kapoor highlighted a growing trend that is reshaping the investment landscape.
Our strategy work and quantitative insights suggest the conditions behind more than a decade of U.S. equity outperformance are starting to shift.
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
Advisors who rely solely on instinct or inertia will get left behind, because having a real business plan is a powerful differentiator. But any plan is only as strong as its execution.
Most of us grew up in an era in which you simply had to figure things out on your own, but that’s no longer how it works in business today. The stakes are higher, the competition is fierce.
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts.
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Private equity has officially conquered the registered investment advisor (RIA) landscape. It is now responsible for a significant portion of RIA-linked M&A activity.
This year, so far, the world has been riddled with geopolitical news, resonating in widespread unrest, yet seemingly yielding less impact on financial markets.
June's employment report showed that 82.8% of total employed workers were full-time (35+ hours) and 17.2% of total employed workers were part-time (<35 hours).
Tariffs have been the dominant theme in economic policy this year. While President Trump has long held protectionist views, his administration’s approach to international commerce has been more belligerent than was seen in his first term.
After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.
Sharp U.S. policy shift and elevated uncertainty reflect an evolution of the new macro regime. What matters: getting a grip on uncertainty by identifying its core features.
An economy cannot subsist on services alone.
Financial advice is going to be in more demand than ever in 10 years. Is your firm ready for the challenge?
Your firm's culture should reflect your values and your mission.
The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.
Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.
There are a number of considerations to put in place before you start any change effort, transition or project. These can help save endless hours of wasted time trying to undo things that didn’t work or going back to fix it again.
Almost everything said about Tesla Inc. these days ranges from bad to worse.
Just a few decades ago, Europe led the world in adopting nuclear. It relied on the technology for more than 30% of its electricity and accounted for more than 40% of global production.
One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.%MCEPASTEBIN%
Are we experiencing an energy transition? According to geologist and fund manager Jane Woodward, we are — and it’s proceeding more quickly than almost anyone expected.
Alphabet Inc.’s Google has agreed to purchase 200 megawatts of power from Commonwealth Fusion Systems’ planned first commercial plant, which is expected to begin delivering electricity to the grid in the early 2030s.
Index futures inched upward premarket as the headline May PCE data landed in line with expectations, though the core data and annual figures were up slightly.
Masayoshi Son acknowledged the outlines of a succession plan at SoftBank Group Corp., addressing what may be investors’ single biggest concern regarding the long-term future of the Japanese company.
The newest generation of college graduates will switch jobs more than a dozen times over the course of their careers. They will juggle side gigs, launch businesses, and step in and out of traditional roles.
Wealth management firms that embrace AI chatbots and continuously refine their data strategies can stay ahead of the curve and deliver superior value to their clients.
If you are considering merging or acquiring another practice, consider having each party answer some of the following questions to see where you both stand.
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation
Newsflow and misperceptions can obscure the drivers of profit growth—especially during a volatile year like 2025.
Whether you’re breaking away from a wirehouse and going independent for the first time or looking for a greater degree of balance, there are opportunities for advisors to truly manage their practice the way they choose.
Home prices declined in April as the benchmark national index fell for a second straight month. The seasonally adjusted home prices for the national index saw a 0.4% decrease month-over-month and a 2.7% increase year-over-year. This marks the third straight month of year-over-year declines and is the smallest annual gain since August 2023. After adjusting for inflation, the monthly change fell to -0.8% and annual change fell to -1.5%.
Now that the Big Tech conference season is behind us, the smart money in Apple Land is saying that Chief Executive Officer Tim Cook should be preparing to open his checkbook for a huge AI deal, so apparent are the company’s shortcomings.
The U.S. Dollar Index, when measured against a basket of other major currencies, has declined by approximately 10% this year through mid-June and is currently trading at its lowest level in three years.
Wall Street has a new favorite investor. They’re young, they’re affluent and they’re skeptical that traditional markets can deliver wealth over the long haul. Shaped by financial crises and fueled by tech optimism, this well-heeled class of Millennials and Gen Z are moving their money into the buzzy world of alternative assets.
Market concentration rewarded passive investors who held market weights in the surging mega-caps. Since late 2014, passive index returns ranked in the 10th percentile of all portfolios in eVestment’s US Large Cap Growth Equity universe. In other words, only 10% of active managers outperformed.
The Federal Reserve held rates steady today, while also projecting slow economic growth, higher unemployment, and higher inflation. And while the Fed signaled that two further rate cuts are still their base-case for the remainder of 2025, the timing of those cuts remains up in the air.
New strategies, shifting flows, and innovative technologies are driving a more dynamic and diversified marketplace in fixed income ETFs.
When problems arise with colleagues at a firm, it's best to tread carefully and thoughtfully.
Nvidia Corp. billionaire boss Jensen Huang, clad in his signature leather jacket, has been crisscrossing European capitals and sharing the stage with the likes of Keir Starmer and Emmanuel Macron as he pitches “sovereign” artificial intelligence, a vision of new data centers offering essential compute power within national borders rather than via dominant tech firms from abroad.
Many small deals have done through, including ones from overseas, and an active calendar of corporate shareholder meetings could offer fresh insights into capital plans.
The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately. Israel’s airstrikes on Iranian nuclear and energy infrastructure triggered retaliatory missile and drone attacks from Iran.
Venture capitalists are betting on a product that’s close to their hearts: software for venture capitalists. Juniper Square Inc., a software provider for VCs and other private investors, has raised $130 million in a deal that values the company at $1.1 billion.
It sounded like something that should have come from the sports desk — a $14.3 billion transfer fee for a young up-and-coming prospect as Meta Platforms Inc. looks to rebuild its team for the tough season ahead.
Hiive Markets Ltd., an online trading platform for shares of venture-backed companies, is hoping to raise as much as $100 million as soon as this year, its chief executive officer said.
Separating the signal from the noise may be the hardest challenge investors face. We’re all surrounded by constantly changing but mostly unimportant information. Of the small part that really is important, we must decide if it affects our investments.
Industrial robotics is no longer a niche topic reserved for factory optimization—it is becoming a key lever in national strategies for productivity, labor substitution and supply chain resilience.
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Corporate America is regaining its appetite for risk as expectations build around Donald Trump’s push for deregulation and tax cuts, according to ARK Investment Management founder Cathie Wood.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
BlackRock Inc., the world’s largest asset manager, boosted its annual revenue target for 2030 and set its first-ever firmwide target for private-markets fundraising at $400 billion by then.
Transitioning away from your current firm is always a big step, but leaving a non-Broker Protocol firm comes with unique complexities — and potential legal pitfalls — if you're not fully prepared.
The right custodian will be more of a partner than a vendor. Here are some things to consider when making your selection.
If we lived in a world where mobile signals were visible, the sky would shimmer like a storm—layers of frequencies rolling over rooftops, crossing oceans and saturating valleys.
Here’s the blunt truth: Many great investment strategies fail because of poor implementation. Robust capabilities in trading, transition management, overlays and currencies are critical to executing a strategy.
Investors looking to move big blocks of corporate bonds have long relied on exchange-traded funds listed on stock exchanges to jump in and out of positions. But now, they’re increasingly trading directly in the debt market.
As small business clients look toward ambitious growth, advisors have the chance to offer something foundational: a term life insurance strategy that turns ambitions into a legacy.
Three months after the Chinese artificial intelligence developer DeepSeek upended the tech world with a model that rivaled America’s best, a 28-year-old AI executive named Alexandr Wang came to Capitol Hill to tell policymakers what they needed to do to maintain US dominance.
Today we’ll continue our SIC highlight series featuring a relatively new face who is now indispensable, plus some new ones who were crowd favorites.
Systematic fixed-income investing is attracting increased attention but needs specialist skills and resources. Would your manager have what it takes?
Rebounding demand from ETF investors and resilient buying from central banks and Asia retail have propelled gold prices to fresh records north of US$3,000/oz. Find out why we believe there is more room to run.
Here are some important insights and good open-ended questions to ask your clients to make sure they are thinking through life decisions.
The muted IPO market which has become commonplace in the last few years continued in that fashion through the first five months of 2025. However, the last few weeks has brought a renewed focus to dealmaking after a couple of highly anticipated IPOs began trading, and a cryptocurrency unicorn filed to IPO.
The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions.
As investors grapple with nagging macro uncertainty, market volatility’s likely to continue. But we also see reasons for optimism — and new opportunities.
Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.
A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic shift from standalone AI models to integrated “AI agents” that can act on a user’s behalf.
I worked with a large mutual fund company years ago to develop a program on succession planning for advisors. I’ll share insights and considerations if you are thinking about making a transition, or are working with an advisor who is doing so.
Clients aren’t asking their financial advisor to be everything. They’re asking for clarity and confidence in what matters most to them. Simplifying the client experience may be the most strategic move advisors can make.
The wealth management industry is prepared to court its newest potential clients: Gen Z. Instead of trotting out older professionals with decades of experience, companies are utilizing generative AI to develop digital assistants.
In this article, I focus on five essential age-based milestones and life events that collectively present more than 40 million advice opportunities, enabling financial advisors to showcase their care and expertise beyond traditional investment strategies.
There’s a lot to like about the travel industry right now from an investment standpoint. You just have to know where to look.
In 2025, AI crossed a subtle but monumental threshold: it stopped just answering questions and started executing goals.
The Endowment Tax was introduced during the first Trump administration as part of the 2017 Tax Cuts and Jobs Act (TCJA).
Having raised $445 million from investors including Microsoft Corp. and SoftBank Group Corp., the British firm entered insolvency proceedings this week after a major creditor seized $37 million from its accounts, leaving $5 million in the company’s coffers.
House Republicans narrowly passed President Donald Trump’s economic package after a series of all-night negotiations and 11th-hour compromises.
OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware.
Investors active today can be forgiven if the events of the past few months have been a bewildering experience.
With the CHOICE Act poised to strengthen non-competes in Florida, advisors may face a shrinking window of opportunity.
This isn’t about selling — at all. It’s about problem-solving and helping — it’s about offering an opportunity to change someone’s life. Remember, they can always say “no.”
With mainstream investment products increasingly finding a second home on the blockchain, it’s a good time to ask what role central banks would play if everything they have learned while policing double-entry bookkeeping over the last 350 years becomes irrelevant.
Debt collectors have been unpopular since ancient times, but they play a necessary role in the lending lifecycle. Their jobs are not easy: I recall one collector noting that there are few ways to communicate with defaulted borrowers.
Moody’s Ratings has followed S&P Global Ratings and Fitch Ratings in stripping the US of its top-notch credit score, lowering it one level to Aa1.
Stephen Hemsley never fully dropped the reins when he stepped down as UnitedHealth Group Inc.’s chief executive officer eight years ago. With the health giant in crisis, he’s taking back his old job – and confronting one of the toughest turnaround tasks any executive has ever faced.
President Donald Trump’s first overseas trip since returning to the White House is turning heads across the aerospace & defense and semiconductor industries.
QTR Family Wealth, a full-service wealth management firm owned and led by brothers Wes and Chad Hunter, proudly announces the official launch of its independent Registered Investment Advisory (RIA) firm.
Financial Advisor Transition
AI and Automation – Are You Ready?
Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.
Zuckerberg’s $100 Million AI Job Offers Are Paying Off
Nothing says talent war like a $100 million job offer. Mark Zuckerberg has been on a hiring blitz for AI’s most revered scientists, sending them cold emails and offering them roles in his new Superintelligence Labs division whose goal is nothing less than to build artificial-intelligence software that’s smarter than humans.
No Rate Cut for You…At Least Not Yet
One of the more storied headlines this year has been President Trump’s disappointment with the Fed for not cutting rates. We should all know by now that the President cannot fire a Fed Chair simply because he/she is not lowering interest rates to their liking.
Morningstar’s Kunal Kapoor on the Public/Private Market Convergence
At the recent 2025 Morningstar Investment Conference, CEO Kunal Kapoor highlighted a growing trend that is reshaping the investment landscape.
Non-U.S. Investing In a Fragmenting World
Our strategy work and quantitative insights suggest the conditions behind more than a decade of U.S. equity outperformance are starting to shift.
AI Posts Strong Q2 Returns as Inference Economy Takes Hold
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
The Building Blocks of a Scalable Business Plan: How Intention Helps to Drive Growth
Advisors who rely solely on instinct or inertia will get left behind, because having a real business plan is a powerful differentiator. But any plan is only as strong as its execution.
The Key Components for Effective Change
Most of us grew up in an era in which you simply had to figure things out on your own, but that’s no longer how it works in business today. The stakes are higher, the competition is fierce.
Apple Loses Top AI Models Executive to Meta’s Hiring Spree
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts.
Equities Enter Slightly Calmer Waters
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
The Great RIA Consolidation: Private Equity Reshapes Wealth Management
Private equity has officially conquered the registered investment advisor (RIA) landscape. It is now responsible for a significant portion of RIA-linked M&A activity.
Fixed Income In Focus: 2025 Mid-Year Recap
This year, so far, the world has been riddled with geopolitical news, resonating in widespread unrest, yet seemingly yielding less impact on financial markets.
A Closer Look at Full-time and Part-time Employment: June 2025
June's employment report showed that 82.8% of total employed workers were full-time (35+ hours) and 17.2% of total employed workers were part-time (<35 hours).
Mid-Year Themes
Tariffs have been the dominant theme in economic policy this year. While President Trump has long held protectionist views, his administration’s approach to international commerce has been more belligerent than was seen in his first term.
Quantstreet July 2025 Letter: Geopolitics and Markets
After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.
Getting a Grip on Uncertainty
Sharp U.S. policy shift and elevated uncertainty reflect an evolution of the new macro regime. What matters: getting a grip on uncertainty by identifying its core features.
India's Incomplete Growth
An economy cannot subsist on services alone.
The Advisors Who Will Thrive in 2035 Are Planning in 2025
Financial advice is going to be in more demand than ever in 10 years. Is your firm ready for the challenge?
How to Nurture Firm Culture, Values When Breaking Out on Your Own
Your firm's culture should reflect your values and your mission.
Stocks Slip From Highs as Senate Marathon Persists
The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.
Fireworks Ahead: Jobs Data Loom After Record Highs
Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.
Great Ideas Need a Plan
There are a number of considerations to put in place before you start any change effort, transition or project. These can help save endless hours of wasted time trying to undo things that didn’t work or going back to fix it again.
Let AI Explain Why Tesla's Critics Are Losing
Almost everything said about Tesla Inc. these days ranges from bad to worse.
Europe Should Stop Worrying and Learn to Love Nuclear
Just a few decades ago, Europe led the world in adopting nuclear. It relied on the technology for more than 30% of its electricity and accounted for more than 40% of global production.
Monitoring Portfolio News Using AI
One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.%MCEPASTEBIN%
Is There an Energy Transition? Yes, But It’s Not What You Think
Are we experiencing an energy transition? According to geologist and fund manager Jane Woodward, we are — and it’s proceeding more quickly than almost anyone expected.
Google Is Betting on a Fusion Future in Power Deal With Commonwealth
Alphabet Inc.’s Google has agreed to purchase 200 megawatts of power from Commonwealth Fusion Systems’ planned first commercial plant, which is expected to begin delivering electricity to the grid in the early 2030s.
Core Inflation Rose in May, Indexes Near High
Index futures inched upward premarket as the headline May PCE data landed in line with expectations, though the core data and annual figures were up slightly.
Masayoshi Son Hints at Succession Plan While Chasing AI Ambition
Masayoshi Son acknowledged the outlines of a succession plan at SoftBank Group Corp., addressing what may be investors’ single biggest concern regarding the long-term future of the Japanese company.
401(k)s Weren’t Built for the Gen Z Economy
The newest generation of college graduates will switch jobs more than a dozen times over the course of their careers. They will juggle side gigs, launch businesses, and step in and out of traditional roles.
AI Chatbots: Transforming Wealth Management Through Innovation
Wealth management firms that embrace AI chatbots and continuously refine their data strategies can stay ahead of the curve and deliver superior value to their clients.
Determining Cultural Fit: 25 Key Questions
If you are considering merging or acquiring another practice, consider having each party answer some of the following questions to see where you both stand.
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation
Strategies for Equity Growth Investors
Newsflow and misperceptions can obscure the drivers of profit growth—especially during a volatile year like 2025.
Getting the Flexibility to Serve Clients as You’d Like To
Whether you’re breaking away from a wirehouse and going independent for the first time or looking for a greater degree of balance, there are opportunities for advisors to truly manage their practice the way they choose.
S&P CoreLogic Case-Shiller Index: Annual Gains Continue to Slow
Home prices declined in April as the benchmark national index fell for a second straight month. The seasonally adjusted home prices for the national index saw a 0.4% decrease month-over-month and a 2.7% increase year-over-year. This marks the third straight month of year-over-year declines and is the smallest annual gain since August 2023. After adjusting for inflation, the monthly change fell to -0.8% and annual change fell to -1.5%.
Apple Has No Need to Panic-Buy Its Way to AI Glory
Now that the Big Tech conference season is behind us, the smart money in Apple Land is saying that Chief Executive Officer Tim Cook should be preparing to open his checkbook for a huge AI deal, so apparent are the company’s shortcomings.
Gold Surpasses Euro as the Second-Largest Reserve Currency in the World
The U.S. Dollar Index, when measured against a basket of other major currencies, has declined by approximately 10% this year through mid-June and is currently trading at its lowest level in three years.
Young Investor Demand for Alternative Assets Is Reshaping Wall Street's Playbook
Wall Street has a new favorite investor. They’re young, they’re affluent and they’re skeptical that traditional markets can deliver wealth over the long haul. Shaped by financial crises and fueled by tech optimism, this well-heeled class of Millennials and Gen Z are moving their money into the buzzy world of alternative assets.
How Market Concentration Shapes Passive and Active Equity Returns
Market concentration rewarded passive investors who held market weights in the surging mega-caps. Since late 2014, passive index returns ranked in the 10th percentile of all portfolios in eVestment’s US Large Cap Growth Equity universe. In other words, only 10% of active managers outperformed.
Slower Growth, Higher Unemployment, Still Two Cuts
The Federal Reserve held rates steady today, while also projecting slow economic growth, higher unemployment, and higher inflation. And while the Fed signaled that two further rate cuts are still their base-case for the remainder of 2025, the timing of those cuts remains up in the air.
5 Themes Defining Bond ETF Investing Today
New strategies, shifting flows, and innovative technologies are driving a more dynamic and diversified marketplace in fixed income ETFs.
Getting Colleagues to Step Up Can Be Difficult
When problems arise with colleagues at a firm, it's best to tread carefully and thoughtfully.
Nvidia’s ‘Sovereign’ AI Could Win a Prize for Irony
Nvidia Corp. billionaire boss Jensen Huang, clad in his signature leather jacket, has been crisscrossing European capitals and sharing the stage with the likes of Keir Starmer and Emmanuel Macron as he pitches “sovereign” artificial intelligence, a vision of new data centers offering essential compute power within national borders rather than via dominant tech firms from abroad.
M&A Watch: A String of Hot IPOs Could Spark Second-Half Dealmaking
Many small deals have done through, including ones from overseas, and an active calendar of corporate shareholder meetings could offer fresh insights into capital plans.
The Iran-Israel Conflict And The Likely Impact On The Market
The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately. Israel’s airstrikes on Iranian nuclear and energy infrastructure triggered retaliatory missile and drone attacks from Iran.
Unicorn Juniper Square Sells Picks and Shovels of Private Market Boom
Venture capitalists are betting on a product that’s close to their hearts: software for venture capitalists. Juniper Square Inc., a software provider for VCs and other private investors, has raised $130 million in a deal that values the company at $1.1 billion.
Meta Gets Out Its Checkbook to Catch Up in the AI Race
It sounded like something that should have come from the sports desk — a $14.3 billion transfer fee for a young up-and-coming prospect as Meta Platforms Inc. looks to rebuild its team for the tough season ahead.
Pre-IPO Marketplace Hiive Eyes Funding as Competition Rises
Hiive Markets Ltd., an online trading platform for shares of venture-backed companies, is hoping to raise as much as $100 million as soon as this year, its chief executive officer said.
The Investment Signal in the Noise
Separating the signal from the noise may be the hardest challenge investors face. We’re all surrounded by constantly changing but mostly unimportant information. Of the small part that really is important, we must decide if it affects our investments.
From Factory Floor to Autonomous Fleet: The Realignment of Robotics in 2025
Industrial robotics is no longer a niche topic reserved for factory optimization—it is becoming a key lever in national strategies for productivity, labor substitution and supply chain resilience.
Fixed Income Outlook: A Not-so-Random Walk
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Cathie Wood Says Trump Era Is Reviving Corporate Risk Appetite
Corporate America is regaining its appetite for risk as expectations build around Donald Trump’s push for deregulation and tax cuts, according to ARK Investment Management founder Cathie Wood.
Equities Outlook: Era of Rapid Change Creates Opportunities
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
BlackRock Targets $400 Billion Private-Market Haul by 2030
BlackRock Inc., the world’s largest asset manager, boosted its annual revenue target for 2030 and set its first-ever firmwide target for private-markets fundraising at $400 billion by then.
Navigating a Non-Protocol Transition: What Every Advisor Needs to Know Before Making a Move From a Captive Firm or Broker-Dealer
Transitioning away from your current firm is always a big step, but leaving a non-Broker Protocol firm comes with unique complexities — and potential legal pitfalls — if you're not fully prepared.
Choosing a Custodian
The right custodian will be more of a partner than a vendor. Here are some things to consider when making your selection.
The Infrastructure That Lets the Future Happen
If we lived in a world where mobile signals were visible, the sky would shimmer like a storm—layers of frequencies rolling over rooftops, crossing oceans and saturating valleys.
Implementation Matters. Is Your OCIO Built to Execute?
Here’s the blunt truth: Many great investment strategies fail because of poor implementation. Robust capabilities in trading, transition management, overlays and currencies are critical to executing a strategy.
Credit Investors Embrace Portfolio Trades as ETF Grip Eases
Investors looking to move big blocks of corporate bonds have long relied on exchange-traded funds listed on stock exchanges to jump in and out of positions. But now, they’re increasingly trading directly in the debt market.
Employee of the Month: Term Life Insurance
As small business clients look toward ambitious growth, advisors have the chance to offer something foundational: a term life insurance strategy that turns ambitions into a legacy.
Meta Set to Throw Billions at Startup That Leads AI Data Market
Three months after the Chinese artificial intelligence developer DeepSeek upended the tech world with a model that rivaled America’s best, a 28-year-old AI executive named Alexandr Wang came to Capitol Hill to tell policymakers what they needed to do to maintain US dominance.
Good News and Creative Destruction
Today we’ll continue our SIC highlight series featuring a relatively new face who is now indispensable, plus some new ones who were crowd favorites.
Seven Questions Before Hiring a Systematic Fixed-Income Manager
Systematic fixed-income investing is attracting increased attention but needs specialist skills and resources. Would your manager have what it takes?
Gold 2025 Midyear Outlook: A High(er) for Long(er) Gold Price Regime
Rebounding demand from ETF investors and resilient buying from central banks and Asia retail have propelled gold prices to fresh records north of US$3,000/oz. Find out why we believe there is more room to run.
Questions to Ask Clients About Key Milestones
Here are some important insights and good open-ended questions to ask your clients to make sure they are thinking through life decisions.
IPO Filings Remain Low in Q2
The muted IPO market which has become commonplace in the last few years continued in that fashion through the first five months of 2025. However, the last few weeks has brought a renewed focus to dealmaking after a couple of highly anticipated IPOs began trading, and a cryptocurrency unicorn filed to IPO.
Beyond the Exit: Why More Financial Advisors Are Choosing to Sell & Stay
The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions.
The Unbearable Burden of Waiting and Seeing
As investors grapple with nagging macro uncertainty, market volatility’s likely to continue. But we also see reasons for optimism — and new opportunities.
Nvidia on Deck with Tariffs, Blackwell Sales Eyed
Nvidia, the biggest AI chip firm, reports Wednesday. Blackwell chip demand, tariffs, and guidance all could help determine how shares respond after a volatile two months.
iPhones Defined the Last Era, Proactive AI Agents Will Define the Next
A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic shift from standalone AI models to integrated “AI agents” that can act on a user’s behalf.
Making a Transition into Retirement for Advisors
I worked with a large mutual fund company years ago to develop a program on succession planning for advisors. I’ll share insights and considerations if you are thinking about making a transition, or are working with an advisor who is doing so.
Beyond Service Expansion: Why Better Client Communication Drives Growth
Clients aren’t asking their financial advisor to be everything. They’re asking for clarity and confidence in what matters most to them. Simplifying the client experience may be the most strategic move advisors can make.
Gen Z, Don't be Fooled by GenAI Financial Advisers
The wealth management industry is prepared to court its newest potential clients: Gen Z. Instead of trotting out older professionals with decades of experience, companies are utilizing generative AI to develop digital assistants.
40 Million Opportunities to Lead With Advice
In this article, I focus on five essential age-based milestones and life events that collectively present more than 40 million advice opportunities, enabling financial advisors to showcase their care and expertise beyond traditional investment strategies.
Record Memorial Day Weekend Puts Travel Stocks Back in the Spotlight
There’s a lot to like about the travel industry right now from an investment standpoint. You just have to know where to look.
Welcome to the End of Tasks
In 2025, AI crossed a subtle but monumental threshold: it stopped just answering questions and started executing goals.
The Endowment Tax: Thoughts and Considerations for Investors
The Endowment Tax was introduced during the first Trump administration as part of the 2017 Tax Cuts and Jobs Act (TCJA).
AI 'Washers' Can't Exaggerate Their Way Out of This One
Having raised $445 million from investors including Microsoft Corp. and SoftBank Group Corp., the British firm entered insolvency proceedings this week after a major creditor seized $37 million from its accounts, leaving $5 million in the company’s coffers.
SALT Write-Off, Harvard Tax, Medicaid Cuts: What’s in Trump’s Bill
House Republicans narrowly passed President Donald Trump’s economic package after a series of all-night negotiations and 11th-hour compromises.
OpenAI to Buy AI Device Startup From Apple Veteran Jony Ive in $6.5 Billion Deal
OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware.
A Return to the 19th Century
Investors active today can be forgiven if the events of the past few months have been a bewildering experience.
Florida Advisors Have A Choice To Worry About
With the CHOICE Act poised to strengthen non-competes in Florida, advisors may face a shrinking window of opportunity.
It Isn’t Selling. It’s Solving.
This isn’t about selling — at all. It’s about problem-solving and helping — it’s about offering an opportunity to change someone’s life. Remember, they can always say “no.”
What Will Central Banks do When Tokens Replace Money?
With mainstream investment products increasingly finding a second home on the blockchain, it’s a good time to ask what role central banks would play if everything they have learned while policing double-entry bookkeeping over the last 350 years becomes irrelevant.
Student Debt Default Deluge
Debt collectors have been unpopular since ancient times, but they play a necessary role in the lending lifecycle. Their jobs are not easy: I recall one collector noting that there are few ways to communicate with defaulted borrowers.
Moody’s Market Jolt Will Leave Its Mark
Moody’s Ratings has followed S&P Global Ratings and Fitch Ratings in stripping the US of its top-notch credit score, lowering it one level to Aa1.
The Man Who Built UnitedHealth Into an Industry Giant Now Has to Turn It Around
Stephen Hemsley never fully dropped the reins when he stepped down as UnitedHealth Group Inc.’s chief executive officer eight years ago. With the health giant in crisis, he’s taking back his old job – and confronting one of the toughest turnaround tasks any executive has ever faced.
Trump’s Gulf Visit Ignites Record Military Sales and AI Infrastructure Boom
President Donald Trump’s first overseas trip since returning to the White House is turning heads across the aerospace & defense and semiconductor industries.
QTR Family Wealth Launches Independent RIA Firm
QTR Family Wealth, a full-service wealth management firm owned and led by brothers Wes and Chad Hunter, proudly announces the official launch of its independent Registered Investment Advisory (RIA) firm.