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U.S. Mortgage Rates Top 7% Again, Weakening Demand For Homes

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Home purchase applications fell by the most since mid-February.

Earnings Are Last Pillar Of Equity Strength As Rate Cuts Recede

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As rate cuts now seem far away, it's corporate earnings keeping bulls optimistic.

Stocks Sink As CPI Slams Door On Fed June Pivot

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Wall Street traders sent stocks and bonds sliding after a hotter-than-estimated inflation report.

Saba ETF Piles Into Equity Closed-End Funds Eying Big Discounts

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This ETF is loading up on equity-focused closed-end funds it says are offering large discounts.

Gold's Vertiginous Ascent Isn't Over Yet, Fund Managers Say

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The gains have been fueled by the expectation of lower interest rates.

IWI, CEG Insights Agree To Research Collaboration

by FA Staff

The research conducted by the partnership will focus on issues encountered by enterprises and advisors serving affluent clients.

Six Ex-Merrill Advisors Launch $550M Alabama RIA Fairvoy

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The former Merrill teams had managed about $1.4 billion and the new firm will use Dynasty for transition to independence.

Advisor Scores Restraining Order Victory Against Hightower

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Ex-Hightower advisor Lars Knudsen got a restraining order after accusing the firm of poaching his clients.

Choreo Expands Leadership Team

by FA Staff

The move sets the firm that specializes in servicing CPAs up for more growth.

Amazon Investors Eye Bigger Returns With Cash Pile Growing

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Amazon had more than $86 billion in cash at the end of 2023.

A Fund's Rx For Healthcare Investing

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The Janus Henderson Global Life Sciences Fund successfully navigates the turbulent healthcare sector.

A New World Takes Shape

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The advisory business at this moment in time is in the midst of structural and generational change.

How Interest-Rate Cuts Might Affect Annuity Holders

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There could be an advantage to buying annuities before rates decline.

Is The End Near At The Wirehouses?

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The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

The Burning Question For Clients: 'Are You Happy?'

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Advisors who ask clients this question could transform their practices.

Fidelity's Wealthscape Adds Alts Research

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Fidelity has begun offering proprietary research on alternative investments to advisors on its Wealthscape platform, available at no additional charge.

Edelman Explains Why The Days Of Advisor Poaching Are Here

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Meanwhile, Mariner's CEO sees advisors missing a huge opportunity.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

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