US equities powered to fresh highs on Monday at the start of a high-stakes week for financial markets, with the Federal Reserve largely expected to resume its interest-rate cutting.

Once again, the president is questioning what purpose is served by publicly traded companies issuing quarterly earnings reports. Not only did Donald Trump raise this issue back in 2018 — so did Barack Obama in 2015.

Wall Street traders gearing up for the Federal Reserve decision refrained from making big bets as they awaited clues on the path of rates that will shape the outlook for markets over the next few months.

JPMorgan Chase & Co. will cut the weight of the largest bond issuers in its flagship emerging-market index, diverting investor flows from the likes of China and India toward smaller nations.

Advisors often tell me they want to "do more marketing," but when I dig deeper, they're stuck in analysis paralysis, building elaborate strategies, refining value propositions, and planning event series that never happen.

Technology has made customization operationally viable across entire books of business. But the real opportunity lies in how it reshapes the advisor/client relationship. When complexity is handled behind the scenes, advisors can focus on deeper conversations, clearer guidance, and lasting alignment.

Trust isn’t just a buzzword in business anymore — it’s the foundation of everything. In today’s world, where skepticism is at an all-time high, trust has become the most valuable currency you can offer.

For investors who want some chaos protection, something in their portfolio that’s not correlated to U.S. or developed market stocks and bonds, a managed futures strategy could be the ticket.

We steer our financial course through life, choosing how much to spend and how to invest what’s left, periodically updating our choices as circumstances evolve. This is the essence of financial planning: specifying in advance a desired spending and investment policy conditional on relevant aspects of our life, varying investment opportunities, and our preferences for the benefits derived from our wealth.

Until this year, U.S. stocks had consistently been the best-performing asset class over the past 15 years, so diversification did not work. And as a result of that runup, the U.S. stock market became very expensive. However, this year, diversification outside the U.S. into foreign stocks has added value, and gold is shining very brightly.

Conversations with clients about alternatives should focus on their specific goals, whether that's potentially enhancing returns, reducing risk, generating income, or achieving better diversification.

Clients work a lifetime for financial freedom. Once retirement comes, they often have a large nest egg to spend. However, there can also be a huge fear of spending the portfolio down.

Gold rose near a record high as traders geared up for an anticipated easing of the US Federal Reserve’s monetary policy this week and looked for clues on further rate cuts this year.

A key question for investors this week is whether Federal Reserve officials push back against market bets on a series of interest-rate cuts extending into next year.

US equities extended gains early Monday to kick of a high-stakes week for financial markets, with the Federal Reserve largely expected to resume its interest-rate cutting cycle.

T. Rowe Price Group Inc. has secured financing from Walmart Inc. heir Lukas Walton’s impact platform for a new corporate bond fund, which will support investments in themes including water security and marine protection in emerging markets.

China ruled that Nvidia Corp. violated anti-monopoly laws with a high-profile 2020 deal, ratcheting up the pressure on Washington during sensitive trade negotiations.

The Russell 2000, home to some of the riskiest stocks on the market, has been on a tear — and a spate of Wall Street strategists say the rally is just getting started.

Rising yields in global government bond markets reflect expectations that interest rates will remain higher, rather than concern over brewing fiscal crises, according to BlackRock Inc.

WisdomTree Inc. launched its first tokenized fund that gives investors exposure to private credit, marking the latest attempt by Wall Street to connect fast-growing markets with blockchain technology.

Companies are moving some of the excess cash on their books into longer-term securities, betting that rate cuts from the Federal Reserve will make these holdings more lucrative.

In light of the major market shocks of 2025, advisors are tasked more than ever with helping clients manage the psychological aspects of their money, while keeping an eye on market opportunities and headwinds that can impact their investment portfolios.

Mortgage rates in the US fell by the most in a year, fueling a surge in refinancing demand from homeowners looking to save money.

US stocks climbed on Thursday, posting fresh records amid hopes that an in-line inflation report will push the Federal Reserve to cut interest rates next week.

A record number of private equity firms will turn into so-called zombie funds this year, as they struggle to reel in new investor cash, according to Ian Charles, co-founder and managing partner at Arctos Partners.

BlackRock Inc. is exploring how to give one of Wall Street’s biggest investment products a digital makeover.

Treasuries rose as traders latched onto fresh signs that the US labor market is softening, bolstering their outlook for how much the Federal Reserve might cut interest rates in the coming months.

Emerging markets are becoming more attractive as the prospect of an upcoming US rate cut — combined with softer local inflation and relatively low public debt — strengthens the investment case, according to Navin Hingorani, Singapore-based portfolio manager at Eastspring Investments.

Credit traders are increasingly relying on algorithms, decades after they began dominating equity markets, and they have become reliable stand-ins when activity would normally sag. The result has been smoother markets with less volatility and lower trading costs.

It’s tough being a SpaceX competitor no matter if you are building rockets, providing satellite internet or seeking to enter the nascent direct-to-mobile-phone industry.

This year the world’s four largest tech firms will spend $344 billion on AI, mostly on data centers used to train and run so-called large language models (LLMs) like ChatGPT that can process text, audio and visual content.

The third Friday in September is a special day in the financial-market calendar. It’s one of the four days a year the S&P 500 index gets rebalanced. With over $10 trillion of assets passively tracking it, the exercise will affect markets and investors in every corner of the world.

Underlying US inflation rose as expected in August, keeping the Federal Reserve on track to cut interest rates next week.

Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum.

My experience, while difficult, has given me a valuable perspective on how financial advisors can best serve clients who are caregivers — and ensure they are taking care of their own needs if they’re caregivers themselves.

In today's rapidly evolving financial landscape, new and young financial advisors face both tremendous opportunities and significant challenges. This guide outlines the core strategies that new advisors should prioritize to build successful practices and thrive in this competitive environment.

In this article, I’ll share three mistakes advisors make when it comes to the intersection of early retirement and health insurance, and what to do instead.

Investors are leaning into bullish bets on US Treasuries ahead of this week’s inflation report, as a recent run of softer-than-expected data opens the door for the Federal Reserve to cut interest rates in September and further ease monetary policy in the months ahead.

Global asset managers from KKR & Co. to Blackstone Inc. are ramping up investments in India and elevating locally-based executives to key regional roles, underscoring the nation’s rise in Asia’s private equity landscape.

Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring.

Whenever there is change, the more people there are who have a voice and are able to understand the reasons for the changes, the more people there are who can be culture carriers to share with others in your firm. This can improve your chances of your team wanting to help make the changes work rather than resist what you are doing.

Markets naturally see through the lens of businesses. When tech stocks took a dive last month on concerns of an “AI winter,” investors were egged on by a study showing 95% of corporate AI pilot programs failed to deliver any gains in productivity or profit, making all this expensive AI start to look a little useless.

It’s never too soon for advisors to start honing in on their area of expertise and figuring out their ideal client.

The question isn't whether mobile compliance can be efficient and effective. The benchmark study proves it can. The question is whether more firms will join the 25% that have figured it out or continue subsidizing the inefficiency tax that's bleeding talent, budget, and regulatory confidence.

Given the economic uncertainties around trade policies and their impact on the markets, might this be a good time to add more real estate to your investment portfolio?

It’s a potential prize fight for the ages: US “energy dominance” versus the Power of Siberia.

US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.

When all the top tech companies seem to moving in a pack toward artificial intelligence, Apple Inc. has stood startlingly apart.

Nasdaq Inc. is asking regulators to let investors trade tokenized versions of stocks on its exchange, a move that could mark the first big test of blockchain technology inside the core of America’s equity markets.

Buy-now-pay-later firm Klarna Group Plc is among a string of companies bringing US public stock offerings in what looks like an extremely busy September for investment bankers.