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Global Equity Funds Extend Their Winning Streak To Seven Consecutive Weeks

Global equity funds extended their winning streak to seven consecutive weeks through May 6, supported by stronger-than-expected first-quarter corporate earnings and improving geopolitical sentiment tied to potential progress in U.S.-Iran n

Quarterly To Semiannual Reporting Could Reshape The Investment Landscape

The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s

What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse

(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video

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TAMPs

Adhesion: How Advisors Can Provide Value With Year-Round Tax Loss Harvesting

Many financial advisors do not know that tax loss harvesting is actually a strategy that can be implemented throughout the year as an ongoing component of portfolio management, rather than simply addressing it at the end of the year.

TAMPs

AssetMark: Acquisition Preparation for Advisory Firms

This is an environment where getting ready for M&A is not only a smart bet, but it’s also a strategic safeguard that helps ensure your firm is operating at full efficiency while displaying the optics most attractive to the biggest buyers in the market.

TAMPs

intelliflo Survey Highlights the Growing Financial Advice Gap for Americans

Four out of every five advisors told intelliflo in a 2023 survey that they have observed a widening financial gap in those who want financial advice and those who can access it. With all of the technology available today, why is this problem growing?