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Banking

Citigroup Surges as Fraser’s Overhaul Yields 42% Profit Growth

Photo via Dickson Lee/SCMP/Newscom

CEO Jane Fraser, who took over in 2021, has won plaudits for executing a multi-year reordering of the bank’s sprawling global structure.

2 min read
ETF Upside

Diversification Topped Plain Vanilla Last Year. That’s an Outlier

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A comparison of a well-diversified portfolio versus the basic 60/40 strategy shows that plain vanilla won most of the time over 20 years, according to Morningstar.

1 min read
Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

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Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read
Advisor Upside

Ground Control to Major Tom: What Can Space Funds Do for Portfolios?

Photo by Greg Rakozy via Unsplash

With so much enthusiasm for assets linked to the ever-expanding cosmos, it may be time for advisors to reach for the stars.

2 min read

Advisor Upside

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

Goldman Sachs Follows Morgan Stanley as Latest to Prep Bitcoin ETF

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New Robotaxi ETF Filing Adds Fuel to Thematic Autonomous Vehicle Funds

Photo by Leo_Visions via Unsplash

2 min read
United Airlines Floats Marriage of Giants with American amid Skyrocketing Jet Fuel Costs

Photo via Edna Leshowitz/ZUMAPRESS/Newscom

1 min read

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