With investors experiencing heightened anxiety about their financial futures, your approach can make the difference between client retention and attrition. This comprehensive guide from our senior consultants explores actionable strategies for effective client communication during market volatility.
This article focuses on asset-based fees that cover both advice and investment-related costs, which is a model that I believe is best-suited for most individuals, as advisors can add value across multiple dimensions.
We all respond differently to financial uncertainty. Some lean into hyper-vigilance—tightening budgets, tracking every headline. Others shut down, turning toward distraction. Still others press on as if nothing has changed.
Morningstar Inc. has been rating stock and bond funds for everyday investors for years. Now it will award gold, silver and bronze medals to less-liquid private asset funds marketed to the masses.
I confess that when the VIX, the Cboe Volatility Index, spikes, I brace for stock market declines. Judging by investors’ anxious reaction to the VIX’s surge following President Donald Trump’s big tariff announcement last month, I’m far from alone.
After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company, but its restructuring plans still have not received the blessing of a major stakeholder: Microsoft Corp.
Now that Warren Buffett, the philosopher king of modern investing, has announced that he will step down as Berkshire Hathaway Inc.’s chief executive officer at the end of the year, it’s a good time to marvel again at his career.
A key valuation metric touted by legendary investor Warren Buffett is signaling that equities are relatively cheap, bolstering the case that the sizzling rebound in US stocks has room to run.
Warren Buffett is retiring, but his investment advice is likely to carry weight for years to come.
While tariff negotiations may well bear fruit eventually, investors today are trying to figure out the impact of changing trade pacts on GDP growth, interest rate levels, the value of the dollar, and the ability of the Treasury to refinance $9.2 trillion of our $36 trillion federal debt in 2025.
Shockingly, given that I thought most readers would find interest rate swaps dull or wonky, we have received a few emails asking for more information. Given the importance of liquidity to all markets and how interest rate swap spreads are a good liquidity barometer, it's worth giving you that “coming article” now.
Jim Tuchler, a Chicago-area retailer, and Federal Reserve Chair Jerome Powell have a lot in common these days.
Citigroup Inc. is ramping up lending to private equity and private credit groups, working to catch up with peers like JPMorgan Chase & Co. and Goldman Sachs Group Inc. after the bank spent years on the sidelines.
Warren Buffett is stepping down as chief executive officer of Berkshire Hathaway Inc., the company he built alongside his later partner Charlie Munger for the past six decades.
Ahead of this quarter’s crop of tech earnings, I predicted companies would be reluctant to offer much in the way of forward guidance given the almost Covid-like upheaval of the global economy thanks to President Donald Trump’s tariffs. I was half right: There was some guidance — though it arrived with a large asterisk.
Warren Buffett picked the final minute of his 60th shareholder meeting to drop a long-awaited announcement that was still completely surprising for his fans, most of his board and even his successor.
Understanding and integrating resilience into investment strategies is not just prudent, it is critical for navigating the complexities of the current market landscape. In this article, I lay out seven key principles towards building resilient portfolios.
At the end of April, U.S.-listed ETFs gathered approximately $360 billion of new money.
Amazon.com Inc. said it’s bracing for a tougher business climate in the coming months, echoing concerns from a range of companies that tariffs and related economic turmoil could crimp consumer spending.
The world’s biggest exchange-traded fund just got its biggest endorsement yet.
Lightspeed Venture Partners, one of Silicon Valley’s largest venture capital firms, has changed its regulatory status to broaden its range of investments — following similar moves by Sequoia Capital, Andreessen Horowitz and General Catalyst as they shift away from the traditional VC playbook.
US job growth was robust in April and the unemployment rate held steady, suggesting uncertainty over President Donald Trump’s trade policy has yet to have a material impact on hiring plans.
US stock futures rose Friday, putting the S&P 500 Index on track to post the longest winning streak in more than 20 years after a government report showed buoyant hiring in April, providing evidence of resilience in an economy beset by trade pressures.
Apple Inc. received at least two downgrades on Friday, following quarterly results that reinforced concerns over tariffs and its growth potential.
The US Federal Reserve is undertaking a major rethink of how it manages the world’s largest economy.
Morgan Stanley is working on a plan to add cryptocurrency trading to its E*Trade platform, in what would be the most significant move by a major US bank to help everyday customers buy into the asset class since the Trump administration began removing regulatory barriers.
The US economy’s contraction last quarter was something of a head fake, driven by a surge in imports as businesses tried to front-run tariffs.
Microsoft Corp. shares jumped after the company reported stronger-than-expected quarterly sales and profit growth, suggesting customer demand for cloud services has held steady despite a wave of tariffs and economic turbulence.
A spate of solid corporate earnings pushed US stocks higher in overnight trading, putting major indexes on track for an eighth straight advance and close to wiping out all of the losses suffered after Donald Trump’s major tariff announcement.
The Covid-19 pandemic brought some big shifts in the US labor market. The biggest was the departure of millions of older workers, ending a decades-long rise in employment and labor-force participation rates for those 65 and older.
Operating as a one-person shop means you’ll wear many hats, but there are common pitfalls you can avoid — and marketing strategies that can help you make the most of your time and resources.
Right now, you don’t want to burn any bridges anywhere, as you don’t know how things will unfold. Be professional and be kind. But you also have every right to set boundaries and to protect yourself!
When Meta Platforms Inc. reports earnings on Wednesday afternoon, the social media giant will face a high hurdle to satisfy anxious investors.
One of the best-known market trends, the “sell in May” effect is backed by decades of historical performance: Investing in a fund that debuted in 1993 and tracks the S&P 500 during the May-October period yielded a cumulative return of 171%, compared to a 731% gain for November-April, an analysis from Bespoke Investment Group found.
The Treasury Department said it’s now looking at “enhancements” to its buybacks of older US government debt securities, just weeks after Scott Bessent hinted at the potential to beef up the program in the event of any major market turmoil.
Morgan Stanley is launching a private equity fund for its widest audience yet — investors wielding a few million dollars — as asset managers help broader masses into the once-exclusive realm.
The real estate industry is at the forefront of a lobbying blitz to sway Congress to preserve the carried interest tax break that President Donald Trump wants to abolish in a giant tax bill pending in Congress.
Citadel Securities is urging the Securities and Exchange Commission’s new leadership to examine a list of what it argues are emerging and mounting risks, including opaque trading in so-called private rooms and the push by US stock markets to operate around the clock.
The fintech revolution has opened doors to optimizing home office operations, but the question remains: How can wealth managers effectively harness their tech stack to reduce fragmentation and simplify processes related to vendor workflow management?
Ultimately, advisors should choose a rebalancing strategy that best serves their client’s needs without putting undue strain on their own operations.
Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he believed that activity in mergers and public listings will find a comfortable level despite uncertainty that’s led to a slowdown across investment banks.
US stocks traded steady on Tuesday as traders digested a slew of corporate earnings results and parsed comments from the White House about trade negotiations.
Cryptocurrency investors waded back into the market last week, riding a surge in Bitcoin.
Social Security does face challenges. The trust fund reserves, built up during years when payroll taxes exceeded payouts, are projected to run dry around 2033. If Congress does nothing, benefits will need to be cut by about 20%. That’s serious, but it’s a solvency issue, not a scam.
If you want to be a superstar producer, who operates as a category-of-one business, then you must never accept the industry “norms” that are really barriers holding you back from achieving your full potential.
The sole pursuit of shareholder value — i.e. of maximizing stock price — leads not to a focus on creating the greatest possible value for the firm’s customers, but to a focus on financial metrics and financial engineering.
Europe’s automakers were huge beneficiaries of globalization, but now the hangover has arrived — and Porsche AG and Volvo Car AB look particularly sickly.
Treasury Secretary Scott Bessent has a plan to prop up a government-bond market destabilized by Washington’s chaotic economic policies: Let banks load up on federal debt.
The panic over the years has inevitably influenced policy even if heeding cooler heads would offer reassurance. Which brings us to the current US administration.
We have good and bad news for investors who want to know whether the stock market will soar, stall, or plummet. First, the good news. This article presents a market path for what lies ahead. Unfortunately, the “right” path lies among three likely scenarios.
