Equities

Tuesday More Investment Transactions May Fail

U.S. trading moves to a shorter settlement on Tuesday, but it is expected to temporarily increase transaction failure for investors.

Jim Simons, Math Genius Who Conquered Wall Street, Dies at 86

Simons pioneered quantitative investing and achieved far better long-term performance than famed investors like Warren Buffett.

Direct Indexing: Five Questions to Ask

Direct indexing isn’t for all clients, but when it fits, it can add value and the after-tax benefits can be significant.

Do Advisors Give Self-Directed Brokerage Accounts an Advantage?

Schwab Personal Choice Retirement Account holders who used an advisor had account balances nearly twice that of unadvised accounts.

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.

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Prominent Silicon Valley Investors Turn Against Biden

Support for Trump was taboo in the liberal bastion, but frustration with Biden has driven some influential venture capitalists to the right.

Self-directed Brokerage Accounts Continue Growth Spurt

Balances in advisor-led Schwab Personal Choice Retirement accounts maintain a strong lead over non-advised accounts.

Tuesday More Investment Transactions May Fail

U.S. trading moves to a shorter settlement on Tuesday, but it is expected to temporarily increase transaction failure for investors.

State Street Global Advisors Adds SPDR Portfolio Treasury ETF to lineup

Priced at 3 basis points, the new offering provides broad treasury exposure to customize bond portfolios.

Commonwealth Increases Alternative Market Access With iCapital Platform

The new system is targeted to high-net-worth investors but will be expanded to serve individuals of other wealth classes.

2024 ETF Insights for Financial Advisors

The use of active ETFs and model portfolios is rising, according to a Brown Brothers Harriman report.

Elvis’ Granddaughter Sues to Block Sale of Graceland, Charging Fraud

She says an investment and lending company is making fraudulent claims about Lisa Marie Presley and wants to auction off Graceland.