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Markets

S&P Hits Record High as 86% of Members Blow Past Wall Street Forecasts

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About 86% of reporting S&P 500 companies exceeded consensus earnings-per-share estimates in Q2, but plenty of pitfalls may stymie performance.

2 min read
Industrials

Caterpillar’s Surging Growth, Fueled by AI, Faces Risks From Data-Center Pushback

Photo via John Marshall Mantel/ZUMAPRESS/Newscom

Despite Caterpillar’s latest earnings beat, some analysts say the equipment giant faces mounting risks from data-center opposition.

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ETF Upside

How Issuers Are Solving the Dual Share Class Puzzle

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Mutual fund distribution fee deals and operational hurdles are slowing down the process.

2 min read
Advisor Upside

LPL Wants AI to Read Financial Plans so Clients Don’t Have To

Photo by Michael Vi via iStock

While meeting transcribers and email drafters paved the way, artificial intelligence is moving out of the back office and into the core advice process.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Blackrock’s Treasury Fund TLT Falls to 22-Year Low

Photo by Ken Lund via CC BY-SA 2.0

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Get Ready for More SpaceX in ETF Orbits

Photo by Getty Images via Unsplash

2 min read
Should Anyone Be Allowed to Buy Leveraged ETFs?

Photo via PARAMOUNT PICTURES / Album/Newscom

2 min read

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