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Equities
Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why
It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.
Cash-Rich Clients Look to Come Off Sidelines
Total money market fund assets hit a record $5.9 trillion on Dec. 6, but there are indications the tide may be turning.
Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance
VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.
Wealthiest Families Switch Gears Amid Recession Fears
Family unity was the top priority last year, but financial matters are the new preoccupation, according to Citi Private Bank’s survey of family offices.
The ESG Conversations You Need to Prepare For
Regardless of your opinions on ESG, it has staying power. Here’s how to discuss it intelligently with clients.
Why Commercial Real Estate Deserves a Closer Look
Opportunities abound in the public and private markets, but investors must “retool” their thinking, says Green Street.
‘Late Cycle’ Good for Healthcare Stocks, Says Morgan Stanley
Its strategists noted the S&P 500 health sector has underperformed but it has qualities that position it for growth.
JPMorgan’s Dimon Cautious on Economy, Blasts New Bank Rules
JPMorgan CEO Jamie Dimon told investor that new bank rules could prompt lenders to pull back and stymie economic growth.
Is Economic Anxiety Paralyzing Your Clients?
Here are 13 worries many retirees have, even if they haven’t told you, and conversation starters to help ease their fears. (By Bryce Sanders)
Investors Saved $9.8b in Fund Fees in 2022: Morningstar
The real winners may be financial advisors, as asset managers strip out advice services to reduce fund fees.
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SEC Charges Investment Advisors for Overstating Use of AI
The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.
Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why
It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.
Judge: Minority-Business Agency Can’t Consider Race
A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.
IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense
Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.
Annuities Continue March Upward
Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.
Financial Discipline Among Americans Sliding, Study Shows
People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.