Five gigantic stocks continue to outpace the rest of the S&P 500. Should your clients be worried about a repeat of the 2000 technology bubble?
At current prices, U.S. equities still look expensive overall, but pockets of opportunity still exist on the cyclical end of the stock market.
Full-service platforms compete on breadth. Would-be winners will spend a fortune in order to be relevant to every aspect of an advisor's business.
Advisors that regularly focus on marketing and client acquisition tend to have roughly double the AUM of their peers. And it isn't all about cash.