Equities

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.

‘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.

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Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

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