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Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report
Jeremy Siegel on Monday reportedly flagged three potential hurdles for U.S. markets in 2026.
Smartleaf’s Zero-Effort Revolution: How True Automation Frees Advisors from Portfolio Management
Smartleaf President Jerry Michael explains how automation eliminates operational friction in portfolio management—making personalization effortless.
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Anticipated Fed Rate Cuts Could Have A Limited Benefit To The Economy
While rate cuts may support equities in the near term, several strategists caution underlying dynamics in the economy could limit the benefit.
Envestnet's Five Year Plan Includes Investment In Research And Development
Envestnet has laid out a sweeping five-year business plan anchored by a $1 billion investment in research and development.
401(k) Savers Play It Safe, Even As Demand For Private Assets Surges
Retirement investors made safe bets in August quietly moving their nest egg savings into fixed-income options from equities.
It's Natural For Investors To Feel Uneasy When Markets Are Hovering Near Record Highs
With U.S. equity benchmarks hovering near record highs, it’s natural for investors—and by extension their advisors—to feel uneasy.