Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
Financial advisors have been cobbling together third-party tools and spreadsheets to capture tax alpha for years. SS&C ALPS Advisors and SS&C Black Diamond Wealth Solutions spent five years building a different approach—a tax-aware optimization engine that lives inside the Rebalancer advisors already use. Alex Hagmeyer, Co-CIO at SS&C ALPS Advisors, explains how the platform handles household-level transitions, active tax management, and proposal generation without forcing advisors into manual tax-lot analysis.
For the first time in at least three decades, geopolitical risks are triggering a jump in mining stocks rather than a sell-off.