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Most US Adults Aren't Making Year-End Charitable Contributions, New AP-NORC Poll Finds

Most Americans aren't making end-of-year charitable giving plans, according to the results of a new AP-NORC poll.

Gold, Silver Hit Record Highs As Precious Metals Pace Toward Best Year Since 1979

Gold (GC=F) and silver (SI=F) have been two of the biggest winners in financial markets this year.

Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies

Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.

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Direct Indexing Channel

Beyond Cap-Weighted Indexes: Exploring The Implications Of Tax Management On Factor Portfolios

Applying a tax management framework to smart beta or factor portfolios provides beneficial after-tax outcomes. Among the factor portfolios tested, a tax management framework generally resulted in a less desirable pre-tax portfolio but is compensated for on an after-tax basis.

Direct Indexing Channel

Custom SMAs: Efficient Solutions To Client Challenges

Advisors can use custom SMAs to help their clients pursue a range of goals. Fidelity's guide will explore four common use cases, including diversification away from concentrated positions and even accumulating capital losses for a future taxable event.

Direct Indexing Channel

Custom Separately Managed Accounts: 4 Key Use Cases Where Custom SMAs Offer Clear Benefits

Custom SMAs can be tailored to personal investment goals, adjusting their holdings to suit a variety of investment styles and preferences while remaining focused on tax planning and tax management.

Direct Indexing Channel

The Unique Value of Custom SMAs

Advisors face stiff competition in the race to meet rising investor expectations, putting a premium on scale and differentiation. The rise of direct indexing has shone a spotlight on the potential for customized separately managed accounts (custom SMAs) to help in this effort.

Bullish Equity Analyst Consensus Is A Worry For Some Investors

Featured

Most US Adults Aren't Making Year-End Charitable Contributions, New AP-NORC Poll Finds

Gold, Silver Hit Record Highs As Precious Metals Pace Toward Best Year Since 1979

Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies

Recent

Beyond Cap-Weighted Indexes: Exploring The Implications Of Tax Management On Factor Portfolios

Custom SMAs: Efficient Solutions To Client Challenges

Custom Separately Managed Accounts: 4 Key Use Cases Where Custom SMAs Offer Clear Benefits

The Unique Value of Custom SMAs

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Analyst Who Nailed 2023 Bull Run Sets S&P 500 Target For 2026

Fed Predictions for 2026: What Experts Say About the Possibility of Additional Rate Cuts

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Banking Predictions For 2026: 5 Ways The Industry Will Evolve Next Year

At Goldman And Citadel Securities, The Santa Rally Has Believers