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Featured

The Tech Stock Free Fall Doesn’t Make Any Sense, BofA Says In Rebuke To Investors While Doubling Down On The Sector’s Longevity

As semiconductor stocks undergo another bout of severe volatility, BofA Global Research has issued a sharp rebuke to prevailing market sentiment.

Seeds: Direct Indexing Starts with Understanding the Client, Not the Capabilities

Seeds CEO Zach Conway: Direct indexing conversations miss the mark when advisors lead with capabilities instead of client needs and circumstances.

Max Launches Comprehensive Private Banking and Lending Capabilities To Meet The Needs Of Leading Wealth Management Firms

Max Private℠ provides large RIAs and high-growth advisory firms with white-glove banking services that strengthen client relationships.

Recent

FundFocus

Fidelity Fund Increases Valuation Of Equity Stake In Musk's X

A Fidelity Investments mutual fund has increased the valuation of its equity stake in Elon Musk's X by over 32% in October.

Economy

US Economy Poised For 'Solid' Growth In 2025 Because America 'Doesn't Import Recessions': BofA

The US economy is on solid footing right now. Economists at Bank of America expect it to stay that way through next year.

TAMPs

Brookstone: How To Decode Third-Party Market Predictions For Your Clients

While Goldman predicts low returns for the coming decade, these low-return scenarios are rare and short-lived, typically driven by external events. Mark DiOrio emphasized the risk of missing market rallies by focusing too heavily on pessimistic forecasts.

TAMPs

AssetMark: Managing Cash in a Declining Rate Environment

The levels of your clients’ cash holdings will likely go down… a little.
In 2022, the average affluent client held 16.3% of their investable assets in cash and short -term investments. You’re unlikely to see much of a change in average affluent client’s cash levels. Why? Cash is an important allocation for most clients.

As Timely and Compelling as the Grammys: MUSQ, The Music ETF for the Global Music Industry

Featured

The Tech Stock Free Fall Doesn’t Make Any Sense, BofA Says In Rebuke To Investors While Doubling Down On The Sector’s Longevity

Seeds: Direct Indexing Starts with Understanding the Client, Not the Capabilities

Max Launches Comprehensive Private Banking and Lending Capabilities To Meet The Needs Of Leading Wealth Management Firms

Recent

Fidelity Fund Increases Valuation Of Equity Stake In Musk's X

US Economy Poised For 'Solid' Growth In 2025 Because America 'Doesn't Import Recessions': BofA

Brookstone: How To Decode Third-Party Market Predictions For Your Clients

AssetMark: Managing Cash in a Declining Rate Environment

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