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Five Dos and Don’ts of Using Artificial Intelligence for Financial Advisors

With 87% of advisors willing to learn how to incorporate AI into their business, it seems that those who do not may be left behind. We all know that artificial intelligence (AI) will change the way we work, if it has not done so already. In fact, 99% of financial advisors surveyed by Accenture said [...] The post Five Dos and Don’ts of Using Artificial...

Sun May 28, 2023 16:13
BUZZ Investing: Regional Bank Issues Remain in Focus

Domestic equities traded within a narrow range as investors debated the impact of a weakening U.S. economy; mixed Q1 earnings provided no clear outlook for the market. Domestic equities traded in a narrow range during the recent period between Index selection dates (April 13, 2023, to May 11, 2023, the “Period”) as investors appeared divided [...] The...

Sat May 27, 2023 20:12
The New Fed Debate: Skip vs. Pause or Pause vs. Cut

By Kevin Flanagan Head of Fixed Income Strategy Follow Kevin Flanagan @KevinFlanaganWT The money and bond markets find themselves in an interesting spot on the calendar, nestled right between the May and June FOMC meetings. However, based upon recent price action and Fedspeak, perhaps the argument can be made that the markets find themselves in another...

Sat May 27, 2023 20:12
Time to Settle Your Tab, President Erdogan

By David Austerweil Deputy Portfolio Manager, Emerging Markets Fixed Income Turkey’s May elections are the most important in a generation and will have a major impact on its debt market. (UPDATE as of May 19, 2023) President Erdogan and his Parliamentary coalition significantly outperformed expectations in the first-round electoral vote with Erdogan’s...

Sat May 27, 2023 16:13
Family Offices Embrace Crypto, But Support Needed

Family offices – investment vehicles geared toward high-net-worth individuals and their heirs – are among the professional market participants who are increasing allocations to digital assets. New research from Ocorian, a firm specializing in “fund administration, capital markets, corporate and fiduciary services,” confirms 130 global family office...

Sat May 27, 2023 04:00
ETF Issuer League: Avantis, GlobalX, Summit Up

In this week’s edition of the ETF Issuer League, firms across multiple ETF AUM tiers have reason to celebrate. Shops including Avantis, Dimensional, Mirae’s Global X suite, and boutique Summit Investments all hit strong weekly inflows for their sizes. Avantis Investors, from American Century Investments, saw intriguing flows to build on its strong last...

Sat May 27, 2023 04:00

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