Equities

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.

‘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.

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

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