Featured
Current Earnings Strength Being Driven By Capital Investment In Artificial Intelligence
It comes down to earnings durability and breadth.
Tax Alpha, Total Customization, and Five Minutes a Quarter: Alpha Vee Makes the Case for Direct Indexing
Every advisor has a version of the same pitch conversation.
Recent
When Money Counts - Certified Financial Planners Come Out on Top in 2024
Question of compensation is one financial planners are accustomed to posing to clients but less often do they step back to evaluate it for themselves.
Madison Dearborn Partners Makes Deal to Reacquire Three of Its Previously Owned Assets
Madison Dearborn Partners is making a notable return to the wealth management space with a $2.7B deal to reacquire three firms it previously sold.
BlackRock Urges Investors and Advisors to Rethink Their Equity Allocations
In light of a weakening U.S. dollar, BlackRock is encouraging advisors and investors to rethink asset allocations.
Principal Spectrum Preferreds with a Tax Twist: Inside the Active Strategy Powering PQDI
As advisors seek tax-efficient income solutions amid shifting rate environments, the Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) emerges as a compelling option. This actively managed fund focuses on qualified dividend income across preferred securities, institutional bonds, and European contingent convertibles, potentially offering investors half the tax burden of traditional bond income while maintaining investment-grade credit quality and accessing complex securities typically reserved for institutions.