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Featured

BlackRock Predicts Major Shift In Retail Investors’ Access To Cryptocurrencies

It could be the year Main Street’s appetite for cryptocurrency exposure meaningfully grows.

Productivity Can Be Another Name For A Rough Job Market

A big jump in productivity helps explain what's been going on in the US economy.

Trump Says He Wants Government To Buy $200B In Mortgage Bonds In A Push To Bring Down Mortgage Rates

President Donald Trump said on social media Thursday that he is directing the federal government to buy $200 billion in mortgage bonds.

Recent

News

Regulatory Red Flags: Finra Bars Former Merrill Lynch Broker Over Refusal to Cooperate

Former Merrill Lynch broker who was under investigation for alleged misconduct faces regulatory bar for refusing to cooperate with Finra’s requests.

Practice Management

Active Managers Face Mounting Difficulty Generating Alpha

Passive strategies continue to dominate, as new data from Morningstar underscores the mounting difficulty active managers face in generating alpha.

The Retirement Advisor

Trump Opens the Door for Private Equity and Crypto as 401(k) Retirement Plan Options

Millions of Americans saving for retirement in 401(k) accounts could put money in higher-risk private equity and crypto investments.

ETF Innovators

CEMFX vs. EM Index Funds: Cullen’s Active Advantage in Emerging Markets

Many emerging-market ETFs lean heavily into growth benchmarks and remain concentrated in large economies like China. Cullen’s CEMFX takes a different approach—actively screening for undervalued dividend payers across diverse EM countries. Portfolio Manager Rahul Sharma explains how this value-driven strategy aims to deliver higher yields, better geographic diversification, and stronger fundamentals than typical passive EM exposure, potentially offering advisors a complementary tool for today’s global environment.

The Venture Firm That Ate Silicon Valley Just Raised Another $15 Billion

Featured

BlackRock Predicts Major Shift In Retail Investors’ Access To Cryptocurrencies

Productivity Can Be Another Name For A Rough Job Market

Trump Says He Wants Government To Buy $200B In Mortgage Bonds In A Push To Bring Down Mortgage Rates

Recent

Regulatory Red Flags: Finra Bars Former Merrill Lynch Broker Over Refusal to Cooperate

Active Managers Face Mounting Difficulty Generating Alpha

Trump Opens the Door for Private Equity and Crypto as 401(k) Retirement Plan Options

CEMFX vs. EM Index Funds: Cullen’s Active Advantage in Emerging Markets

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Private Equity Management Fees Hit New Low in 2025