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Tracking marketing metrics isn’t about labeling efforts as a success or failure — it’s about identifying opportunities to tweak and improve what’s already working. By understanding the data, you can make informed decisions that enhance your outreach and client engagement.

Sam Altman’s reputation for spin was out in full force this week in a published “letter to employees” announcing that he was abandoning plans to turn OpenAI into a for-profit company. Instead, it will “continue to be overseen and controlled” by its nonprofit board.

With investors experiencing heightened anxiety about their financial futures, your approach can make the difference between client retention and attrition. This comprehensive guide from our senior consultants explores actionable strategies for effective client communication during market volatility.

Operating as a one-person shop means you’ll wear many hats, but there are common pitfalls you can avoid — and marketing strategies that can help you make the most of your time and resources.

When Meta Platforms Inc. reports earnings on Wednesday afternoon, the social media giant will face a high hurdle to satisfy anxious investors.

President Donald Trump said he would “absolutely” sign a bill banning congressional stock trading, saying he was concerned lawmakers could be using insider information for an advantage.

A successful single-pane-of-glass strategy not only enhances compliance but also improves operational efficiency and agility in an increasingly complex regulatory environment.

In this video, I break down the No. 1 thing you should focus on for organic growth: ensuring your marketing efforts are strategic, effective, and aligned with your long-term goals.

For simplicity’s sake, let’s boil down the multiple questions facing Apple today into just one: How much are Americans willing to spend on an iPhone?

In San Francisco’s financial district, the One Montgomery building evokes the opulence of America’s turn of the 20th century gilded age. With its Tuscan columns, marble staircases and bronze doors, the Renaissance Revival landmark once housed Crocker Bank, named after one of the tycoons who built the western portion of America’s first transcontinental railroad.

President Donald Trump pledged he will still apply tariffs to phones, computers and popular consumer electronics, downplaying a weekend exemption as a procedural step in his overall push to remake US trade.

When you define your “who” and “how,” marketing stops feeling random and starts feeling strategic. Instead of trying to be everywhere, you’ll focus on what actually works — showing up in the right places with the right message for the right people.

Meta Platforms Inc.’s head of artificial intelligence research plans to leave the company, creating a high-level vacancy just as Meta seeks to invest and compete aggressively in AI.

With the pause button pressed on this year’s huge AI rally in Chinese tech stocks, clarity on global economic policies and concrete signs of core business improvement may be required to get things rolling again.

If you log onto Chinese social media these days, you may encounter many young people expressing the “involution” or neijuan mentality. It’s become a buzzword for a generation of college students and recent graduates beaten down by society’s relentless competition, and roughly translates to rolling inwards.

Investors under 40 have little interest in reaching out to humans for financial advice. Rather than collaborating directly with a professional, many investors under 40 prefer a do it yourself (DIY) method that enables them to find stock market information online.

Cathie Wood’s Ark Investment Management LLC is cutting its stake in Meta Platforms Inc. for the first time in around a year, the latest sign of a downturn in fortunes for big US tech stocks.

I often encounter individuals struggling with financial stress – whether it's saving for retirement, building an emergency fund, or paying down debt. To better understand these concerns, Barnum conducted a comprehensive study on the financial wellness of working Americans.

Understanding copyright compliance rules can help you protect your business and confidently share content that aligns with both legal and ethical standards. Let’s clear up some common myths to keep your financial marketing on the right track.

By acknowledging that we are not always rational and are subject to cognitive biases, we can better understand market anomalies and develop strategies to mitigate – and even take advantage of – their impact.

The truth is that most of your prospects have some kind of financial problem or issue. Otherwise, they wouldn’t agree to meet with you. Their lack of commitment to you at the end of your process is not necessarily because they're an unqualified lead.

A strong conviction trade is being shaken. As international stocks are outperforming this year, global investors are asking if their faith in US exceptionalism has gone too far.

President Donald Trump told a gathering of governors that Apple Inc. CEO Tim Cook promised him that the company’s manufacturing would shift from Mexico to the US during a meeting at the White House this week.

Meta Platforms Inc.’s recent record-breaking, 20-day rally propelled the share price to a level where investors may start calling on the company to split its stock for the first time since going public in 2013.

The number one question we hear from advisors is: “How can I differentiate my business so I stand out from others, given that the industry continues to become commoditized."

Formula One’s rising popularity in the US has drawn an investment from a top-performing Morgan Stanley fund.

President Donald Trump called for lower interest rates, seeking to raise pressure on the Federal Reserve as he moves to implement a second-term economic agenda high on tariffs and expanding tax breaks.

Nvidia Corp. investors have typically rushed to buy the stock on any dips. But the mood since the DeepSeek-driven rout has been different, signaling that fears of a slowdown in AI spending aren’t going away.

Treasury Secretary Scott Bessent said the Trump administration’s focus with regard to bringing down borrowing costs is 10-year Treasury yields, rather than the Federal Reserve’s benchmark short-term interest rate.

In the face of uncertainties, financial advisors are uniquely positioned to help their clients prepare for the unexpected. By leveraging innovative risk management solutions, advisors can help businesses gain the stability they need to weather today’s disruptions and build resilience for the future.

Meme coins are just the tip of the iceberg representing unproductive uses of capital. I could write volumes on other examples. But given its current popularity, I use it to help spread the productivity gospel once again.

DeepSeek didn’t come out of nowhere. But it seemed to catch Silicon Valley and global investors by surprise this week, to the tune of billions of dollars in stock market value.

Spray-and-pray marketing is a good model for selling T-shirts but not so good for getting advisory clients.

When Mark Zuckerberg earnestly looked at a camera and told the world (or President-elect Donald Trump) that he was shutting down all fact-checking on Facebook and Instagram, he left out some important context.

The AI boom of the past two years has largely been a two-horse race. Alphabet Inc.’s Google and Microsoft Corp.-funded OpenAI have duked it out for customers, while Amazon.com Inc. and Meta Platforms Inc. have nibbled at the margins for market share.

Before I undertake the hard task of predicting where the crypto industry will go in 2025, let’s take a minute to recall where it has been.

Recommend reading that provides a bed of knowledge for the key themes we think will define 2025. Ours differs from other lists you might see elsewhere at this time of year in that we focus on relevance rather than recency, though there are new books here, too.

While bitcoin may continue higher, proving MicroStrategy's CEO Michael Saylor a genius, investors should at least appreciate what may happen if things do not go according to plan. We now present the other side of the story.

ByteDance Ltd.’s options for TikTok in the US are looking increasingly desolate, as the tech war between Washington and Beijing boils over.

Dollar bulls emboldened by Donald Trump’s win are entering a month that has historically punished the greenback.

It’s the anniversary of the first-ever controlled nuclear fission chain reaction. And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001.

Saturday marks two years since OpenAI posted an oddly named widget called ChatGPT to the web. Its staffers placed bets on how many users it would accumulate, the highest estimate being 100,000. How wrong they were.

News broke this week that the US Department of Justice wants to force Alphabet Inc.’s Google to sell Chrome, its dominant web browser. That has led to much head scratching in the tech industry.

“Overheated” is how short-sellers Citron Research described MicroStrategy Inc. on Thursday.