Changing CEOs won’t change the fact that the decision to pursue a merger lies with BNSF and Berkshire. Buffett and his management team are unlikely to be impressed by threats of proxy fights nor shareholder-activist bullies.

Always intense, the perennial debate over whether equities are too richly valued has become even more fervent of late.

Though solar is now a boogeyman in the culture wars, the truth is that it is both among the cheapest forms of energy (even without subsidies) and one of the fastest segments of the energy industry to bring additional capacity onto the grid. We believe solar and wind will continue to be an important component of the American energy supply.

Scripts are a great start but the end goal is to rip them up and own your voice — because that’s the only part of the client experience no firm can dictate, and the only part that truly builds trust.

To see real results, your content must be relevant to the people you want to reach, consistent enough to build familiarity, and valuable enough to earn trust. Done right, it becomes the foundation of your marketing strategy and a long-term driver of growth.

European stocks were set to wrap up September with the best performance since 2019, as optimism around resilient US economic growth and lower interest rates lifted risk appetite.

Sometime in the coming months, the impact of US tariffs will begin to be felt in India — and it will not be pretty.

JPMorgan Chase & Co. is the latest issuer attempting to fit private credit assets into a retail-friendly exchange-traded fund vehicle.

As expected, the Federal Reserve cut its policy rate on Sept. 17 by a quarter of a percentage point. Officials had signaled the move in advance and Chair Jerome Powell explained the reasoning well enough.

For an industry that’s only just getting started, there’s a lot of hype around humanoid robots.

When the next crash comes, inevitably there will be an uproar. Baby boomers must not wait for that uproar. They need to get out of their TDFs now and move to the safety of T-bills and TIPS, following the guidance of academic theory. That’s just the smart thing to do.

Financial planners perform a valuable service by discussing with married clients what will happen if the income of one of them disappears upon death. But the focus should be on the adequacy of the remaining income to the spending needs of the survivor — not the change in tax rate from married to single.

Some Wall Street pundits believe that the recent Fed rate cut makes its policy too accommodative, and they also argue that the Fed is creating a “Goldilocks” scenario for the stock market. To better gauge where policy lies on the accommodative to restrictive spectrum, it's critical to compare the policy to current economic growth and inflation rates.

It’s not all bad news for the the UK stock market. AstraZeneca Plc has found a clever way of becoming a US-listed company without going all-American.

Many advisors avoid allocating to inflation-protecting equities, fearing the age-old rule that protection comes at a price. However, my recent research with my colleagues Giovanni Bruno and Ben Luyten at Scientific Beta suggests this industry-wide fear is unfounded: Inflation-hedging stocks perform just as well as their inflation-sensitive peers.

I take Jerome Powell at his word when he says that he and his colleagues at the Federal Reserve are determined to get inflation back to its 2% target.

Too little attention was paid at the start of the decade to the likely hangover from a heady cocktail of cutting interest rates close to zero and increased bond buying via quantitative easing — at the same time as governments delivered a bucketload of fiscal stimulus.

Wall Street’s most powerful collection of stocks, the Magnificent Seven, is looking a tad dated. Make way for the Great Eight. Or maybe the Golden Dozen. Or the TenAI of GenAI.

US stocks rose on Monday, as investors shrugged off the risks of a US government shutdown and turned their attention to economic data that may offer more insight about the pace of future interest-rate cuts.

Tech builders love a good feedback loop, and Nvidia Corp. and OpenAI have created a $100 billion one this week.

Online services have long had to contend with bot traffic, and your banking app is no exception. While most of us log on to our apps an average of two times every three days (at least according to Bank of America Corp. data), electronic intermediaries that pull data on behalf of third-party services are a lot more aggressive.

As Donald Trump unleashed his trade war, mused about annexing Canada and generally roiled global sentiment toward the US last spring, worries mounted that foreign buyers would boycott American financial products.

President Donald Trump announced a fresh round of tariffs on pharmaceuticals, heavy trucks and furniture, including a 100% duty on patented drugs unless the producer is building a manufacturing plant in the US.

Many people are puzzled about the disconnect between how well the US economy is doing and how badly Americans feel about it.

The US economy grew in the second quarter at the fastest pace in nearly two years as the government revised up its previous estimate of consumer spending.

Stock bulls looking for the next hot Wall Street trade are increasingly turning to the busiest corner of the US market this year — initial public offerings.

A pair of senior Goldman Sachs Group Inc. executives are betting that Europe’s long-awaited revival in infrastructure spending and dealmaking will help power regional growth at the Wall Street bank.

Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government.

Studies show that Americans work more hours overall (with a work week that often exceeds 40 hours) and take less vacation time than our counterparts in many other developed nations (for example, a statutory five weeks' paid vacation in France). Increasingly, we work right through our vacations.

AI excels at credibility and reliability but fails miserably at intimacy and authentic advocacy. When clients face family crises, market volatility, or complex succession planning decisions, they need the empathy and moral courage that only human advisors provide.

I grew up in an era, like many people, where we were told not to talk about politics or religion in the workplace. We were often told not to even do it with friends and family, just to avoid bad feelings and difficult conversations! Now, if you don’t have a point of view and share it, there is something wrong with you.

The financial advisory sector is adapting to a fundamental shift in how wealth is defined and managed. While professionals are skilled at handling traditional securities and physical property, a client’s growing digital footprint presents a new and complex variable in estate planning.

Investment giants KKR & Co. and Blackstone Inc. are leading a combined $17 billion investment in the natural gas industry, marking a massive push of private funds into a sector helping to quench artificial intelligence firms’ relentless thirst for energy.

Alibaba Group Holding Ltd.’s shares surged to their highest in nearly four years after revealing plans to ramp up AI spending past an original $50 billion-plus target, joining tech leaders pledging ever-greater sums toward a global race for technological breakthroughs.

The Federal Reserve has long been able to depend on the housing boost from interest rate cuts juicing the US economy. This time looks different.

Bets that the Federal Reserve will continue cutting interest rates have fueled a rally in one of the riskiest corners of the technology sector, raising concerns about a potential painful reversal in the stocks.

OpenAI plans to invest roughly $400 billion to develop five new US data center sites in partnership with Oracle Corp. and SoftBank Group Corp., marking the biggest push yet to fulfill an earlier pledge to spend a half-trillion dollars on artificial intelligence infrastructure in the country.

In a commoditized industry where every advisor offers similar tools and services, the real differentiator is how you make clients feel. Emotional security is such a differentiator. It makes clients feel heard, prepared and reassured. It drives client loyalty, retention and referrals.

After FedEx Corp. and Amazon.com Inc. went through a noisy divorce in 2019, it was a bit jarring to hear Brie Carere, FedEx’s chief customer officer, welcome back volume from the e-commerce giant with such open arms.

Content marketing isn’t a short-term play; it’s a system that compounds over time. By building a consistent, strategic content plan, you position your firm to attract, nurture, and convert more of your ideal clients year after year.

FAs that retain clients and gain new ones aren’t just good at asset allocation and tax planning. They are great communicators. They especially know how to listen.

As a growing portion of the advisor workforce reaches retirement age, professionals will need to establish a plan — either training up the next generation to take over their business or positioning the company to attract the right buyers.

Nvidia Corp. will invest as much as $100 billion in OpenAI to support new data centers and other artificial intelligence infrastructure, a blockbuster deal that underscores booming demand for AI tools like ChatGPT and the computing power needed to make them run.

Risk parity — the investing style popularized by Ray Dalio — is quietly bouncing back.

Morgan Stanley is partnering with cryptocurrency infrastructure provider Zerohash to let E*Trade clients trade popular coins beginning in the first half of next year.

Sell-side strategists, who have rushed to upgrade their stock targets ever since the market rebounded from its early-year slide, keep underestimating the rally’s strength.

In an interesting but problematic new book, After the Spike: Population, Progress, and the Case for People, two economists, Dean Spears and Michael Geruso, warn that the switch to a population implosion, currently underway, could have catastrophic consequences for human well-being and even survival.

In this article, a behavioral approach is taken to determine if there is high confidence in a company’s cash flow estimates. Each of the behavioral indicators employs a “put your money where your mouth is” measure that provides a reward if correct and a penalty if wrong.

The U.S. population of 340 million people is only 4% of the world, yet its $62 trillion stock market is about half of the world’s total for equities. The U.S. is the tail that is wagging the world’s economic dog. Global economics are dynamic, so the current situation will change even though it may feel like the U.S. is invincible. It’s not.

Money managers and strategists are betting that the Federal Reserve’s shift back to cutting interest rates will pour fuel on the biggest emerging-market bond rally in years.