Financial Advisor

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Ed Yardeni Sees S&P Hitting 6,000 at end of 2025

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Yardeni debated Peter Boockvar, who said growth stocks would a major obstacle, the law of large numbers.

Stay Away From Anything With Government Stamp, Felix Zulauf Exclaims

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Investors may want to cover their eyes when they see this Swiss manager's investment outlook.

America Needs To Reinvent Itself, George Friedman Says

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The political scientist says the unique U.S. approach to crisis is being challenged once again.

Plunging Home Prices, Fleeing Companies: Austin's Glow Is Fading

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The Texas capital was accustomed to good news. But as tech cools, the tide was bound to turn.

Cathie Wood's Fintech ETF Bleeds Assets After 93% Return Last Year

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There's another sign life is getting hard for the manager known for her eye-catching tech calls.

Share Buybacks Vs. Dividends--WisdomTree Examines What Drives Returns

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The market has been led by growth so long, dividend stocks have become cheaper, said these analysts.

Orion Partners With CAIS To Put Alts On Its Platform

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The two firms hope to make a more streamlined alternative investment experience for advisors.

Bill Gross Says Stick To Value Stocks, Avoid Tech As U.S. Yields Soar

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His suggestions came as S&P 500 tech companies faced their worst month since September.

Biden Proposal Hikes Total Taxes On Wealthy To 44.6%

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Wealth managers say the proposal is “counterproductive” to raising revenues.

Private Credit's Answer To Liquidity Problem Finally Takes Shape

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A market is forming that would allow private credit investors to exit holdings.

Billionaire Ellison Is Moving Oracle To Nashville From Texas

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Ellison plans to make Nashville the headquarters for Oracle, just a few years after moving to Austin.

High Yields Lure Buyers As U.S. Sells $180 Billion Of Treasurys

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Demand for Treasurys holds as the government floods the market with over $180 billion in new debt this week.

U.S. Fund Managers With ESG Mandates Have Worst-Ever Outflows

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Withdrawals from funds with ESG goals reached $8.8 billion in the first three months of 2024.

U.S. Economy Slows And Inflation Jumps, Damping Soft-Landing Hopes

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The news interrupted a run of strong demand that fueled optimism for a soft landing.

Wealth Enhancement Boosts Presence In Maryland With $502M Hybrid RIA

by FA Staff

The partnership with Lynch Retirement Investment Group adds a fourth location for the Minneapolis-based firm.

New FTC Ban On Noncompete Agreements Raises Questions In Advisor M&A World

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The new rule could allow exiting advisors to actively recruit clients. IAA says it goes too far.

Reluctant Traders Protect Themselves From Further Market Mayhem

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Heightened geopolitical risks are stoking fear and have traders buying put options.

Blackstone, KKR Mortgage REITs Stung By Office Debt Challenges

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Higher interest rates and weak demand have driven down property values for offices.

Cooperman Sees Financial Crisis On Horizon, Possibly Linked To Nvidia Stock Collapse

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Private investor Leon Cooperman thinks a 50% top tax rate may be the solution to unsustainable federal debt.

Ex-Carson CMO Sues Company, Alleges Mishandling Of Sex Assault Claim

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In a lawsuit claiming unlawful termination, Mary Kate Gulick accused the firm of protecting a predator.

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