Meet the new stock pickers. They will remind you of the old stock pickers.
New exchange-traded funds riding buzzy investment themes are helping fuel record industry growth this year. Yet, it’s also shaping up to be a banner era for money managers revamping their tried-and-tested mutual funds into the tax-efficient product.
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023.
MicroStrategy Inc.’s entry into the Nasdaq 100 opens up the largest corporate holder of Bitcoin to a new — and untapped – investor: the index-tracking juggernauts.
Xi Jinping and Donald Trump's bromance could be rekindled in 2025, if both sides play their cards right.
Investors see recent inflation data as a green light for the Federal Reserve to trim another quarter point from the short-term interest rate.
The truth is, if you’re investing your time and energy with multiple conversations, you’re only lowering the number of new paying clients you’ll be acquiring. Why is that?
If you find holiday spending overwhelming, it might be time to ask yourself a question: Who is doing your shopping? It may be an inner four-year-old.
Here are three ways to help you find balance in your business – and perhaps find opportunities for growth along the way.
We all know someone who has passed away without their affairs in order. As financial advisors, we have a responsibility to ensure that this doesn’t happen to our clients.
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.
Double-digit increases in rates are common. I’m definitely feeling the pain, as I suspect you are. So here are a few things I do to help my clients save some money.
This has been a year of market highs, puzzling signals, and a few head-scratching moments.
From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.
Bitcoin rose to a record high on President-elect Donald Trump’s support for digital assets and optimism about the upcoming inclusion of MicroStrategy Inc., an accumulator of the token, in a key US stock gauge.
Investors anticipating another calm year in 2025 should be on guard for more shocks like the one seen in August as uncertainty around Donald Trump’s tax and tariff policies threaten to roil markets.
Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year.
There is widespread agreement in markets and among economists that the Federal Reserve will cut interest rates at its policy meeting on Wednesday.
Rice paddies that lay fallow for decades in some of Japan’s most far-flung regions are now its hottest properties.
Joel Liu, J.D. Head of Advanced Sales MassMutual Strategic Distributors, discusses the impending wealth transfer.
When US Federal Reserve Chair Jerome Powell faces the media after the central bank’s policy-making meeting next week, he’ll probably get a politically fraught question: How will the Fed incorporate president-elect Donald Trump’s stated plans — including tax cuts, tariffs and deportations — into its economic outlook and monetary policy?
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, rallied in premarket trading after predicting a boom in demand for its artificial intelligence chips.
Federal Reserve officials will lower interest rates this month for a third straight time and pare back the number of rate cuts they anticipate next year, according to economists surveyed by Bloomberg News.
Emerging-market currencies in Asia and the South African rand retreated as China’s policy makers appeared to disappoint investors expecting fiscal measures to boost the economic outlook.
China got a head start on a looming trade war with the US by showcasing a new range of tools it’s prepared to use if Donald Trump makes good on his threat to punish the world’s second-biggest economy with tariffs.
The near-$5 trillion hedge fund industry is having one of the toughest years in decades in convincing fee-conscious investors to fork out cash for new market players.
To most of us, a power plant is a source of electricity. To Exxon Mobil Corp., it’s a machine that converts natural gas into money. And this is a propitious time for doing that.
In the two years since ChatGPT burst onto the scene, artificial intelligence has come to dominate investor consciousness more than any other technological breakthrough in the past two decades.
SpaceX and its investors have agreed to purchase as much as $1.25 billion of insider shares in a transaction valuing Elon Musk’s rocket and satellite maker at about $350 billion, according to an internal email seen by Bloomberg.
Inflation optimists were riding high at the start of 2024. Price pressures seemed to be cooling quickly, and market pricing suggested that the Federal Reserve might lower policy rates by a whopping 1.75 percentage points this year.
Here are six key areas where AI can make a transformative impact on financial advisory practice.
US consumer prices rose at a firm pace in November that was in line with expectations, solidifying expectations for the Federal Reserve to cut interest rates next week.
US Treasuries gained and traders boosted their bets on a Federal Reserve interest-rate reduction next week after a report showed consumer prices last month accelerated in line with expectations.
What is there to say with Bitcoin at $100,000 for those of us who thought $10,000 looked nuts.
ByteDance Ltd.’s options for TikTok in the US are looking increasingly desolate, as the tech war between Washington and Beijing boils over.
Google debuted a new version of its flagship artificial intelligence model that it said is twice as fast as its previous version and will power virtual agents that assist users.
For a twist on this week’s column, I will share some stress management techniques I often teach to help mitigate the overwhelming feeling of “I can’t do this all!” and to find ways to enjoy the December rush.
Effective listening can help convert more prospects into clients. Your ability to listen effectively can be the deciding factor in whether they choose to work with you.
Financial advisors are in a prime position to help clients adopt preventive measures against tax-related identity theft. Effective protection involves a mix of robust security practices, ongoing fraud prevention education, and tools for monitoring client accounts.
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.
Waiting until 67 or 70 may not feel like the best choice in the moment. Yet the extra income could mean more freedom from financial stress and more ability to enjoy your later years with peace of mind.
India’s institutional strength used to be reflected in the reliability of its national accounts.
December is a big month for stock buybacks, and by month’s end, companies are expected to spend more money repurchasing shares this year than ever before.
A bout of selling buffeted crypto as the optimism sparked by President-elect Donald Trump’s embrace of the sector begins to cool.
Alphabet Inc.’s Google is investing in mega energy parks that will generate renewable power as the company races to fuel its data centers.
Morgan Stanley and Citigroup Inc. wealth executives are seeing private markets increasingly shape their businesses, marking a major shift from liquid assets that historically drove financial markets.
The odds are good that Santa won’t disappoint in 2024. Here’s the history of the past 99 Decembers, compared to the other months.
Investors can now choose from about $100 billion in ETFs that provide leveraged long or short exposure to a broad range of popular stock indexes and individual companies.
Might another market liquidity event be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise.
