The rebound in Adyen NV and its European fintech peers this month has been notable, but investors should brace for a bumpy road ahead.
If investors needed another sign the heyday for meme stocks has passed, an exchange-traded fund designed to ride the pandemic-era rise of retail traders is shuttering after just two years.
ESG fund managers who turned to big tech as a low-carbon, high-return bet are growing increasingly anxious over the sector’s experimentation with artificial intelligence.
As I wrote this blog, the S&P 500 index is up roughly 17% year-to-date. Most likely, your portfolio isn’t. This is a common frustration among many investors in the market this year in particular.
My previous webinars were sponsored by my clients. Everything was handled for me. With this one, I was entirely on my own.
The Age of AI (And Our Human Future), by Henry Kissinger, Eric Schmidt, and Daniel Huttenlocher, is keenly relevant.
The shocking decision by Alibaba Group Holding Ltd. to cancel the spinoff of its cloud division is offering a fresh reason for investors to sell China tech stocks in an earnings season yielding mixed results.
Investors were given plenty of opportunities to fret about the outlook for technology giants this earnings season. Instead, they doubled down on a strategy that has worked all year: piling into the biggest stocks
For Meta Platforms Inc. bulls, the biggest one-day stock wipeout in history is a fading sight in the rear-view mirror.
It’s true – first impressions are everything, and when it comes to your website, they happen in a flash.
This article provides a brief guide to the AI technologies available (it’s not just ChatGPT), their applications in wealth management, and how your firm can define specific business outcomes to achieve.
A China ‘Recovery’: How important is the loss of confidence within China itself?
The quality of financial advice on social media platforms such as Instagram and TikTok is up for debate. But it’s not debatable that many younger investors turn to those platforms for investing advice. They also use those platforms to voice their opinions on specific stocks.
User engagement is up on LinkedIn. How can you capitalize on it? Here are six steps to cultivate a LinkedIn network.
Let’s break down three key principles when designing or selecting illustrations to support your client communications outreach.
Many commentators are struck by the disconnect between the US economy’s impressive performance of late and the dismal popular view of the very same economy.
The world is a cold, hard, mean place and you are going to suffer if you allow bullying comments from a tough prospect to derail you.
The lockstep moves that have gripped the US stock market this month look set to end — at least for a day. A slew of big tech earnings reports sent shares in heavyweights Microsoft Corp. and Alphabet Inc. careening in opposite directions.
Many aspects of the economy are still being buffeted by the ripples from the pandemic, which makes precedents hard to apply, and should make everyone cautious as to their judgments. Housing market data is also, inevitably, reported with a lag.
It may not be new, but one of the best modern-day examples of disruptive technology is the smartphone. It is a technology that has radically disrupted human behavior and changed how we live our daily lives.
As my team and I talk with our clients, we’ve reflected on how generative AI can help enhance client service, decision-making, and more.
The pandemic changed many things about the economy — how we work, where we work and who we work with, for starters — but one of the most striking trends has been a big uptick in entrepreneurship.
A liquidity gap is growing as banks curtail specialty lending, providing specialty finance investors opportunities for potential better risk-adjusted returns than we’ve seen since the GFC.
Fiduciary September just concluded. To generate further awareness, my organization, the Institute for the Fiduciary Standard, produced eight panels with 22 speakers.
The financial planning landscape is undergoing a great transformation, driven by emerging trends that have accelerated in recent years.
In the next year, we will see the introduction of the fully functioning, digital-human financial advisor.
When you see articles and posts about the Michigan Consumer Sentiment Index, ignore them.
Denied the dubious spectacle of a cage match between Elon Musk and Mark Zuckerberg, the world may yet be treated to a contest pitting the Tesla chief executive against an underdog from Indiana.
Bulls hoping the Nasdaq 100’s best day since August is the start of a meaningful rebound may be about to get a boost from a long-standing ally: tech companies themselves.
The most challenging assignments I receive start with the advisor asking: “I had a great meeting with a prospect. Now I’m being ghosted. What should I do?”
One of the most frustrating things I encounter in working with prospects for our advisory firm is the lack of response.
I always talk about how powerful social media is. Let me tell a story that proves it.
Many Americans believe that Gen Z is financially illiterate and uninformed. But the story is not that simple.
In what has been a hugely disruptive year for social media, Zuckerberg seems to be coming out on top — and enjoying it.
Many advisors are finding their clients show little interest these days in how the markets are doing.
Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.
If you are tiring of the green energy revolution and can’t quite get on board with the mission to Mars, yet still would like to join a worthy cause with the potential to transform millions of lives, allow me to make a recommendation: transparent hospital pricing.
The hit TV series “That 70s Show” aired from 1998 to 2006 and focused on six teenage friends living in Wisconsin in the late 70s.
To survive, businesses must grow. Growing your practice is important in all fields, but it is particularly critical for financial advisors. Without growth, advisors risk falling into a rut and becoming stuck. Here are four tips that can help you grow your practice.
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.
Recently, some clarity emerged on Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) — two of the most important names in the semiconductor industry.
From the dense Amazon jungle to wide stretches of Malaysian palm oil plantations, agricultural practices have been stripping the world of vital forests for decades.
A strong brand voice is the foundation of a firm's identity, fostering trust, credibility, and familiarity with clients and the public.
“Spray-and-pray” marketing is a good model for selling t-shirts – not so good for getting advisory clients.
Today's economic conditions are attractive for BDCs (business development companies), and some benefit from businesses seeking alternative financing sources.
Artificial intelligence (AI) has been top-of-mind for investors for much of 2023, fueling a strong rally in the S&P 500. While it may take time for AI to have a similar impact on small cap stocks, we share the market’s enthusiasm and believe AI has the potential to become one of the most disruptive secular growth trends ever.
There’s no clearer way to say it. Leave these garbage phrases out of your marketing.
For years now, stock traders have been getting so rich betting big companies will get even bigger that they’ve forgotten what a bubble looks like. They’re going to find out thanks to Nvidia Corp.
Here are the six things you can do to create stellar content and increase your odds of going viral.
It’s time to focus on your happiness. Here are some tips, including some unconventional suggestions.
So-called “finfluencers” are preying on naïve investors, promising unrealistic returns while generating excessive commissions for themselves. Their bait is an indexed-universal life (IUL) policy. Read this to avoid making a costly mistake.
Financial advisors frequently attribute their marketing challenges to not finding that one magic solution. But the true culprits are deeper, foundational issues.
Big Tech’s earnings season is wrapping up with a bang: Nvidia Corp., at the center of the artificial intelligence frenzy, is reporting results that could set the tone for global stock markets for the rest of the year.
Let’s look at the keys to creating a successful podcast.
Here are five ways to take your COI relationships to the next level – and maximize your business along the way.
The advisor of the future needs to embrace a new value proposition, according to John Kutz, Head of Workplace Retirement Distribution at Franklin Templeton. This means moving beyond the “three F’s” and taking a more holistic approach to changing client needs.
Return to office mandates are growing, but workers are hesitant to give up flexibility.
It’s curious: Even as America’s economic trends are improving, Americans’ economic anxieties are worsening — including those of many who have no apparent reason to be worried. Not only are there are polls and statistics that illustrate the point, but there are also anecdotes, lots of anecdotes.
How do you cultivate a successful referral program?
I’ll outline content ideas to help your top sellers, C-suite leaders, or founders emerge as thought leaders.
Today we’ll continue reviewing Neil Howe’s magisterial new book, The Fourth Turning Is Here, focusing on the Millennial Generation’s important role in the coming crisis. Then we’ll think about what the crisis may look like. Finally—because I always try to look on the bright side—we’ll consider what Neil expects in the “First Turning” that will follow.
Effective tax planning means thinking about how tax rates might change.
In 1949, the list of the country’s most affluent metropolitan areas was dominated by Midwestern industrial cities.
If you are paying for any of the following garbage, get the scissors and snip it out of your budget.
A medieval king was nothing without his sage advisers. It’s not so very different in the Silicon Valley of 2023.
The most frequent question I’m asked when mentoring newer advisors is, “How do I demonstrate my value to prospects?”
What is the secret to digital marketing that drives website traffic and leads?
Fitch Ratings unexpectedly downgraded the U.S. credit rating from AAA to AA+, only the second downgrade in U.S. history, citing debt limit standoffs and rising entitlement costs.
Admittedly, I’ve glossed over the other catalysts in Ackman’s thesis — including the aforementioned supply-demand issues and the fiscal and governance challenges that Fitch underscored in its recent downgrade — but the inflation call seems to be the linchpin to his argument, at least going by the math in the post.
Is it vogue to be pessimistic about China’s economy? Andy Rothman explores.
Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
While on the surface its argument is about the principle of copyright, what the clash reveals is just how little we know about the data behind breakthrough tech like ChatGPT.
With so much opportunity for others to spread the word about you, are taking advantage of the chance to ask clients for introductions?
I suppose you could say changing the Twitter bird logo to an “X” makes complete sense. As the recognized icon for “make it go away,” X just about sums up the achievements of Elon Musk’s social network so far.
Inspired by the modest market turbulence late last year, I just couldn’t resist trying my hand at a daily financial column. Only the names have been changed to protect the clueless.
Whether you're just starting out or already have a content marketing strategy in place, this guide will provide actionable steps to help you launch your content strategy or enhance your existing practices.
Bond yields well above implied and historical inflation rates are a great opportunity.
When a “special rebalance” of the Nasdaq 100 Index was touched off to curb the dominance of the biggest technology stocks, Meta Platforms Inc. was the only mega-cap to fall below a crucial threshold for downsizing. Now it seems the social media giant will be pared back anyway.
Fortune Financial’s Lawrence Hamtil, along with special guest “Ramp Capital”, talk Twitter, ETFs, stock valuations, crypto, and more.
New research has documented the persistent failure of investing based on artificial intelligence (AI). This is unsurprising, given the challenges of active management and the widespread inadequacy of humans to outperform an index fund.
You can now create engaging videos using AI and use them to publicize your blogs and firm.
It will be increasingly important to consider the best ways to connect with and support Gen Z as they make some of their biggest financial decisions.
The driving force of fintech and our increasingly cashless society has been making payments easier, and faster, everywhere.
VettaFi’s Dave Nadig checks-in on some of the hottest ETF topics over the past several years. Cambria’s Meb Faber discusses the firm’s continued growth and spotlights the Cambria Shareholder Yield ETF (SYLD). Strategas’ Todd Sohn provides the 10 ETFs he’s using to track market conditions in the second half of 2023.
I discuss recent regime changes and reveal findings from the SPIVA scorecard and Morningstar’s U.S. Active/Passive Barometer.
Like guests arriving at a destination wedding, users joining Meta Platforms Inc.’s new Threads app on Wednesday night likely found familiar faces in unfamiliar surroundings. “Hey, you made it!” … “Jeff got in an hour ago!” … “Have you met Mary? You’ve probably got friends in common...”
Tragically, the 75th anniversary of the UK’s National Health Service this week is less a cause for celebration and pride and more a grim reminder of the everyday reality of premature death.
The recent demise of Silicon Valley Bank and a few other regional lenders is forcing policymakers to revisit a difficult question: What should the government do to prevent such damaging bank runs? Should it yet again expand deposit insurance?
Host Nate Geraci is joined by Bloomberg’s James Seyffart and VettaFi’s Dave Nadig to go in-depth on the recent wave of spot bitcoin ETF filings and predict what comes next.
Social Media
Adyen-Led Fintech Comeback Faces Wall of Worries
The rebound in Adyen NV and its European fintech peers this month has been notable, but investors should brace for a bumpy road ahead.
Meme-Stock ETF Shuts After Failing to Attract Day Traders
If investors needed another sign the heyday for meme stocks has passed, an exchange-traded fund designed to ride the pandemic-era rise of retail traders is shuttering after just two years.
‘AI Blowback’ Angst Grips ESG Investors Who Bet Big on Tech
ESG fund managers who turned to big tech as a low-carbon, high-return bet are growing increasingly anxious over the sector’s experimentation with artificial intelligence.
S&P 500 Market Returns And Why Your Performance Is Worse
As I wrote this blog, the S&P 500 index is up roughly 17% year-to-date. Most likely, your portfolio isn’t. This is a common frustration among many investors in the market this year in particular.
My Webinar Experience: How I Avoided the Big Mistakes
My previous webinars were sponsored by my clients. Everything was handled for me. With this one, I was entirely on my own.
Henry Kissinger on the Promise and Threats of AI
The Age of AI (And Our Human Future), by Henry Kissinger, Eric Schmidt, and Daniel Huttenlocher, is keenly relevant.
Alibaba Shock Move Casts Fresh Pall Over China Tech
The shocking decision by Alibaba Group Holding Ltd. to cancel the spinoff of its cloud division is offering a fresh reason for investors to sell China tech stocks in an earnings season yielding mixed results.
Big Tech’s $2 Trillion Rally Saves Nasdaq From Correction
Investors were given plenty of opportunities to fret about the outlook for technology giants this earnings season. Instead, they doubled down on a strategy that has worked all year: piling into the biggest stocks
Meta Has More Wall Street Fans Than Ever as Rally Nears 300%
For Meta Platforms Inc. bulls, the biggest one-day stock wipeout in history is a fading sight in the rear-view mirror.
Is Your Website Attracting or Repelling Ideal Clients?
It’s true – first impressions are everything, and when it comes to your website, they happen in a flash.
Where Does AI Fit in Your Firm’s Future?
This article provides a brief guide to the AI technologies available (it’s not just ChatGPT), their applications in wealth management, and how your firm can define specific business outcomes to achieve.
Confidence
A China ‘Recovery’: How important is the loss of confidence within China itself?
Social Media’s Abuzz About Stocks in These ETFs
The quality of financial advice on social media platforms such as Instagram and TikTok is up for debate. But it’s not debatable that many younger investors turn to those platforms for investing advice. They also use those platforms to voice their opinions on specific stocks.
Building and Engaging Your LinkedIn Network
User engagement is up on LinkedIn. How can you capitalize on it? Here are six steps to cultivate a LinkedIn network.
Use Visuals to Boost Client Communications
Let’s break down three key principles when designing or selecting illustrations to support your client communications outreach.
Please Don’t Call Inflation Anxiety Delusional
Many commentators are struck by the disconnect between the US economy’s impressive performance of late and the dismal popular view of the very same economy.
How to Deal with a Jerk
The world is a cold, hard, mean place and you are going to suffer if you allow bullying comments from a tough prospect to derail you.
Stock Pickers Face Mixed Bag From First Big Tech Earnings
The lockstep moves that have gripped the US stock market this month look set to end — at least for a day. A slew of big tech earnings reports sent shares in heavyweights Microsoft Corp. and Alphabet Inc. careening in opposite directions.
Housing Prices Are High — and Potentially Illusory
Many aspects of the economy are still being buffeted by the ripples from the pandemic, which makes precedents hard to apply, and should make everyone cautious as to their judgments. Housing market data is also, inevitably, reported with a lag.
Disruptive Tech Theme of the Week: The Smartphone
It may not be new, but one of the best modern-day examples of disruptive technology is the smartphone. It is a technology that has radically disrupted human behavior and changed how we live our daily lives.
How to Use AI Without Compromising Your Brand’s Identity
As my team and I talk with our clients, we’ve reflected on how generative AI can help enhance client service, decision-making, and more.
The US Economy Is Dynamic Again, But Will It Last?
The pandemic changed many things about the economy — how we work, where we work and who we work with, for starters — but one of the most striking trends has been a big uptick in entrepreneurship.
Specialty Finance: The $20 Trillion Next Frontier of Private Credit
A liquidity gap is growing as banks curtail specialty lending, providing specialty finance investors opportunities for potential better risk-adjusted returns than we’ve seen since the GFC.
Fiduciary Advice in the Age of “No Guardrails”
Fiduciary September just concluded. To generate further awareness, my organization, the Institute for the Fiduciary Standard, produced eight panels with 22 speakers.
Five Shifts Transforming Advisor Growth
The financial planning landscape is undergoing a great transformation, driven by emerging trends that have accelerated in recent years.
Why AI Poses a Mortal Threat to Financial Advisors
In the next year, we will see the introduction of the fully functioning, digital-human financial advisor.
Consumer Sentiment Doesn’t Matter
When you see articles and posts about the Michigan Consumer Sentiment Index, ignore them.
Musk May Face Someone Else Who’s Ready for a Cage Fight
Denied the dubious spectacle of a cage match between Elon Musk and Mark Zuckerberg, the world may yet be treated to a contest pitting the Tesla chief executive against an underdog from Indiana.
Bulls Bet Megacap Stocks Primed For Buyback Boost
Bulls hoping the Nasdaq 100’s best day since August is the start of a meaningful rebound may be about to get a boost from a long-standing ally: tech companies themselves.
How to Follow Up with a Ghost
The most challenging assignments I receive start with the advisor asking: “I had a great meeting with a prospect. Now I’m being ghosted. What should I do?”
Our Prospects Keep “Ghosting” Us
One of the most frustrating things I encounter in working with prospects for our advisory firm is the lack of response.
Lessons From a Lost Wedding Ring
I always talk about how powerful social media is. Let me tell a story that proves it.
Gen Z and Personal Finance: Perspectives of Someone Who Was Only Six in 2008
Many Americans believe that Gen Z is financially illiterate and uninformed. But the story is not that simple.
Mark Zuckerberg Manages to Turn His Frown Upside Down
In what has been a hugely disruptive year for social media, Zuckerberg seems to be coming out on top — and enjoying it.
Navigating Investor Apathy: A Candid Look at the Challenges Faced by Today’s Advisors
Many advisors are finding their clients show little interest these days in how the markets are doing.
Introvert-Friendly Marketing Tips for Advisors
Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.
Transparency Is the Cure for High Hospital Prices
If you are tiring of the green energy revolution and can’t quite get on board with the mission to Mars, yet still would like to join a worthy cause with the potential to transform millions of lives, allow me to make a recommendation: transparent hospital pricing.
“That 70s Show”
The hit TV series “That 70s Show” aired from 1998 to 2006 and focused on six teenage friends living in Wisconsin in the late 70s.
4 Essential Tips to Growing Your Practice
To survive, businesses must grow. Growing your practice is important in all fields, but it is particularly critical for financial advisors. Without growth, advisors risk falling into a rut and becoming stuck. Here are four tips that can help you grow your practice.
Boost Client Engagement and Growth with Webinars
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
Copilot, Not Autopilot: How Generative AI Augments, but Doesn’t Replace Active Management
AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.
Clarity Arrives for Pair of Big-Name Chip Stocks
Recently, some clarity emerged on Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) — two of the most important names in the semiconductor industry.
Tree Spotting: Detecting Deforestation Risks One Company at a Time
From the dense Amazon jungle to wide stretches of Malaysian palm oil plantations, agricultural practices have been stripping the world of vital forests for decades.
How to Maintain an Unwavering Brand Voice
A strong brand voice is the foundation of a firm's identity, fostering trust, credibility, and familiarity with clients and the public.
“Spray-and-Pray” Marketing is for Losers
“Spray-and-pray” marketing is a good model for selling t-shirts – not so good for getting advisory clients.
High Rates and Lower Bank Lending May Lift BDCs
Today's economic conditions are attractive for BDCs (business development companies), and some benefit from businesses seeking alternative financing sources.
Artificial Intelligence: A Seismic Secular Growth Opportunity
Artificial intelligence (AI) has been top-of-mind for investors for much of 2023, fueling a strong rally in the S&P 500. While it may take time for AI to have a similar impact on small cap stocks, we share the market’s enthusiasm and believe AI has the potential to become one of the most disruptive secular growth trends ever.
Six Things Advisors Should Never Say
There’s no clearer way to say it. Leave these garbage phrases out of your marketing.
Nvidia’s Rally Is Going to Show Traders What a Market Bubble Looks Like, Rob Arnott Says
For years now, stock traders have been getting so rich betting big companies will get even bigger that they’ve forgotten what a bubble looks like. They’re going to find out thanks to Nvidia Corp.
Six Building Blocks for Creating Viral Content
Here are the six things you can do to create stellar content and increase your odds of going viral.
Are You as Happy as Your Clients?
It’s time to focus on your happiness. Here are some tips, including some unconventional suggestions.
Don’t Buy an Indexed-Universal Life Policy Until You Read This
So-called “finfluencers” are preying on naïve investors, promising unrealistic returns while generating excessive commissions for themselves. Their bait is an indexed-universal life (IUL) policy. Read this to avoid making a costly mistake.
Why Your Marketing is Failing
Financial advisors frequently attribute their marketing challenges to not finding that one magic solution. But the true culprits are deeper, foundational issues.
Nvidia Earnings Are High-Stakes Event for AI-Crazed Markets
Big Tech’s earnings season is wrapping up with a bang: Nvidia Corp., at the center of the artificial intelligence frenzy, is reporting results that could set the tone for global stock markets for the rest of the year.
A Sound Idea: Use a Podcast to Build Your Business
Let’s look at the keys to creating a successful podcast.
Revolutionizing Center of Influence Relationships: Five Wow-Worthy Approaches
Here are five ways to take your COI relationships to the next level – and maximize your business along the way.
Workplace Retirement Voice: Adding the Two “P”S to the Three “F”S
The advisor of the future needs to embrace a new value proposition, according to John Kutz, Head of Workplace Retirement Distribution at Franklin Templeton. This means moving beyond the “three F’s” and taking a more holistic approach to changing client needs.
The Great Remote Work Debate
Return to office mandates are growing, but workers are hesitant to give up flexibility.
Wealthy Americans Are Anxious About the Economy, Too
It’s curious: Even as America’s economic trends are improving, Americans’ economic anxieties are worsening — including those of many who have no apparent reason to be worried. Not only are there are polls and statistics that illustrate the point, but there are also anecdotes, lots of anecdotes.
How to Grow Your Firm Through Referrals
How do you cultivate a successful referral program?
From Rainmaker to Thought Leader
I’ll outline content ideas to help your top sellers, C-suite leaders, or founders emerge as thought leaders.
Turning Time, Part 3
Today we’ll continue reviewing Neil Howe’s magisterial new book, The Fourth Turning Is Here, focusing on the Millennial Generation’s important role in the coming crisis. Then we’ll think about what the crisis may look like. Finally—because I always try to look on the bright side—we’ll consider what Neil expects in the “First Turning” that will follow.
Why Think About the Sunset of the Tax Cuts and Jobs Act (TCJA)
Effective tax planning means thinking about how tax rates might change.
Income Ladder Is Difficult to Climb for US Metro Areas
In 1949, the list of the country’s most affluent metropolitan areas was dominated by Midwestern industrial cities.
The Five Biggest Wastes of Money
If you are paying for any of the following garbage, get the scissors and snip it out of your budget.
Can Tesla’s Magic Survive Without Its Wizard?
A medieval king was nothing without his sage advisers. It’s not so very different in the Silicon Valley of 2023.
Demonstrating Your Value
The most frequent question I’m asked when mentoring newer advisors is, “How do I demonstrate my value to prospects?”
Digital Marketing Tactics that Deliver More Prospects
What is the secret to digital marketing that drives website traffic and leads?
The Implications Of Fitch Ratings’ U.S. Credit Downgrade
Fitch Ratings unexpectedly downgraded the U.S. credit rating from AAA to AA+, only the second downgrade in U.S. history, citing debt limit standoffs and rising entitlement costs.
Bill Ackman’s Treasury Short May Be Right for Wrong Reasons
Admittedly, I’ve glossed over the other catalysts in Ackman’s thesis — including the aforementioned supply-demand issues and the fiscal and governance challenges that Fitch underscored in its recent downgrade — but the inflation call seems to be the linchpin to his argument, at least going by the math in the post.
The Coming Collapse of China?
Is it vogue to be pessimistic about China’s economy? Andy Rothman explores.
Quick Thoughts: Artificial intelligence—A Primer
Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
Secretive Chatbot Developers Are Making a Big Mistake
While on the surface its argument is about the principle of copyright, what the clash reveals is just how little we know about the data behind breakthrough tech like ChatGPT.
Looking for More Client Introductions? Here Are Eight Strategies
With so much opportunity for others to spread the word about you, are taking advantage of the chance to ask clients for introductions?
Elon Musk’s X Misses the Spot In Several Ways
I suppose you could say changing the Twitter bird logo to an “X” makes complete sense. As the recognized icon for “make it go away,” X just about sums up the achievements of Elon Musk’s social network so far.
Sex, Lies, and the Financial Media
Inspired by the modest market turbulence late last year, I just couldn’t resist trying my hand at a daily financial column. Only the names have been changed to protect the clueless.
Enhance Your Brand with Effective Content Marketing
Whether you're just starting out or already have a content marketing strategy in place, this guide will provide actionable steps to help you launch your content strategy or enhance your existing practices.
My Elevator Pitch for Bonds
Bond yields well above implied and historical inflation rates are a great opportunity.
Meta Faces Weight Cut in Nasdaq 100’s Special Rebalance
When a “special rebalance” of the Nasdaq 100 Index was touched off to curb the dominance of the biggest technology stocks, Meta Platforms Inc. was the only mega-cap to fall below a crucial threshold for downsizing. Now it seems the social media giant will be pared back anyway.
Intersection of Social Media & Financial Markets
Fortune Financial’s Lawrence Hamtil, along with special guest “Ramp Capital”, talk Twitter, ETFs, stock valuations, crypto, and more.
Why Artificial Intelligence Has Failed to Outperform
New research has documented the persistent failure of investing based on artificial intelligence (AI). This is unsurprising, given the challenges of active management and the widespread inadequacy of humans to outperform an index fund.
Create Memorable, Personalized Videos With AI
You can now create engaging videos using AI and use them to publicize your blogs and firm.
Financial Advice for Gen Z is a Matter of Choice
It will be increasingly important to consider the best ways to connect with and support Gen Z as they make some of their biggest financial decisions.
Crypto's `One-Click Endorphin Loop' Needs to End
The driving force of fintech and our increasingly cashless society has been making payments easier, and faster, everywhere.
ETF Hype Check, Shareholder Yield, & Tracking Market Conditions
VettaFi’s Dave Nadig checks-in on some of the hottest ETF topics over the past several years. Cambria’s Meb Faber discusses the firm’s continued growth and spotlights the Cambria Shareholder Yield ETF (SYLD). Strategas’ Todd Sohn provides the 10 ETFs he’s using to track market conditions in the second half of 2023.
How to Find Golden Needles in the Fixed income Haystack
I discuss recent regime changes and reveal findings from the SPIVA scorecard and Morningstar’s U.S. Active/Passive Barometer.
Threads Had Big Launch Energy. Twitter Is Under Pressure.
Like guests arriving at a destination wedding, users joining Meta Platforms Inc.’s new Threads app on Wednesday night likely found familiar faces in unfamiliar surroundings. “Hey, you made it!” … “Jeff got in an hour ago!” … “Have you met Mary? You’ve probably got friends in common...”
A Death Letter to Loved Ones Makes Financial Sense
Tragically, the 75th anniversary of the UK’s National Health Service this week is less a cause for celebration and pride and more a grim reminder of the everyday reality of premature death.
More Deposit Insurance Won’t Make Banks Safe
The recent demise of Silicon Valley Bank and a few other regional lenders is forcing policymakers to revisit a difficult question: What should the government do to prevent such damaging bank runs? Should it yet again expand deposit insurance?
ETF PRIME SPECIAL EDITION: Spot Bitcoin ETFs
Host Nate Geraci is joined by Bloomberg’s James Seyffart and VettaFi’s Dave Nadig to go in-depth on the recent wave of spot bitcoin ETF filings and predict what comes next.