(Street Register) - Jeffrey Gundlach, CEO of DoubleLine Capital said that investors need to take yield curve inversion very seriously because the indicator is reliable over time.
By Mike Robinson
Mike covers the financial, utilities and biotechnology sectors for Street Register. He has been writing about investment and personal finance topics for almost 12 years. Mike has an MBA in Finance from Wake Forest University.
Pacer Financial’s exclusive partnership with Save introduces a cash management platform that links FDIC-insured savings accounts to ETF performance. The solution seeks to address three persistent challenges: generating returns in a declining-rate environment, maintaining daily liquidity, and creating compensation for advisors managing client cash. Sean O’Hara explains how the platform works, why the timing matters, and how advisors can use the accounts to uncover held-away assets.
High-net-worth clients want tax-focused advice, but many advisors struggle to demonstrate measurable value. Envestnet’s tax overlay service aims to bridge the gap with automated strategies that seek to eliminate short-term gains, calibrate loss harvesting to individual circumstances, and provide transparent reporting. Erik Preus, Group Head of Investment Solutions at Envestnet, explains how the platform can help advisors scale tax management while maintaining the personalization wealthy clients demand.