Tough Times for First Time Home Buyers in the K-Shaped Housing Market

The housing market is increasingly reflecting a K-shaped economy, creating a widening divide between affluent buyers and households struggling with affordability. For wealth advisors and RIAs, the trend offers a clear lens into evolving consumer balance sheets, generational wealth disparities, and the growing importance of housing equity in long-term financial planning.

Featured

Gundlach Says It’s ‘Just Not Possible’ for the Fed to Cut Rates

(Bloomberg) - Investors won’t see a rate cut out of the next Federal Reserve policy meeting, according to DoubleLine Capital LP chief executive officer Jeffrey Gundlach.

Wall Street Strategists Warn of Speculative Excess in AI Semiconductor Rally

The AI-driven semiconductor rally is rapidly becoming the defining market narrative of 2026, but growing signs of speculative excess are prompting comparisons to prior periods of market euphoria.

Billionaire investor Bill Ackman Is Suddenly Bullish On OpenAI Partner Microsoft

(Yahoo!

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AssetMark: What Is a TAMP and How to Choose the Right One?

Those who know, know: 75% of financial advisors who outsource investment management to a TAMP are spending more time with their clients.

FusionIQ Recognized as Top Fintech Solutions Provider 2023 by Banking CIO Outlook

This prestigious award underscores FusionIQ’s commitment to delivering innovative, hassle-free digital solutions for financial advisors and institutions in the banking and credit union sectors.

Growth Strategies

The Time is NOW for Investors to Prepare Portfolio for 2024

As we approach the end of the year, it's crucial for investors to prepare their portfolios for 2024 and the future.

Future of Wealth

Corporate America hasn't talked this little about recession in two years.

Corporate earnings calls are no longer littered with talk of recession. Mentions of "recession" are set to fall for a fifth straight quarter.

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The Trust Advisor

Ted Turner's Children Won't Inherit Most Of His Fortune? Know Where CNN Founder's Billions May Go

FundFocus

Yardeni Stays Calm, Not ‘Freaked Out,’ As Treasury Yields Surge

WealthTech

Halo Investing’s Aura: The Tool That Finally Makes Structured Notes Portfolio Ready

FundFocus

Signs Of Strain Beneath The S&P's March To New Highs

FundFocus

TSMC's Latest Outlook On The Global Semiconductor Market