Investments

Advisor Upside

Advisors Weigh In on Fixed Income in Turbulent Markets

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As stocks pull back on macroeconomic fears, the bond market presents pockets of opportunity.

4 min read

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Advisor Upside

Can Political ETFs Find Common Ground Ahead of November?

Several exchange-traded funds that were created to track political themes, are gaining interest ahead of the presidential election.

2 min read
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Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read
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Investments

Hindenburg Shorts Roblox, Claiming It Inflates User Numbers and Puts Children at Risk

Hindenburg reported that Roblox has been exaggerating its user base, losing money, and putting growth ahead of child safety.

2 min read

Investments

Investors Seeking Safe Havens Hoard Gold — Physical as well as Digital

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Investors are increasingly hoarding gold and bitcoin as conventional safe havens in US bonds and the dollar have come up short.

2 min read

Economics

Dollar Takes a Bruising From Trump’s Jabs at Fed Chair

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The US dollar hit a three year low against a basket of currencies Monday, highlighting investor concerns about US assets.

2 min read

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Patent Drop

Mastercard Continues Crypto Crusade with Seamless Transaction Patents

Mastercard’s interest in this tech could help legitimize crypto in the broader scheme of traditional finance.

2 min read
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Advisor Upside

Active ETFs Surge Among Advisors

Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

1 min read
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Investments

Masimo CEO Resigns Days After Proxy Battle Ejected Him From Board

Masimo CEO Joe Kiani stepped down following a two-year skirmish with an activist investor that ejected him from his own board.

2 min read

Investments

Morgan Stanley Wants to Woo the Day-Trader Crowd

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Morgan Stanley is doubling down on its pursuit of day traders with a fancy new, souped-up premium platform for retail investing.

1 min read

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