First Quarter Mixed Results for Raymond James Financial
Raymond James Financial delivered mixed results for fiscal quarter ending March 31, reflecting broader economic pressures facing capital markets.
Return Stacked: Portable Alpha + Managed Futures = A Diversification Overlay
Portable alpha has long been an institutional strategy for enhancing returns and improving diversification, but return stacking has made this approach accessible to financial advisors. By maintaining full equity exposure while layering a managed futures overlay, investors can potentially improve risk-adjusted returns without sacrificing market participation. This article breaks down the mechanics of a 100% equities + 100% managed futures approach, highlighting how managed futures can enhance portfolio resilience, reduce drawdowns, and offer uncorrelated return streams.
Bessent: US and China Tariffs Need to Come Down Before Talks Can Start
Treasury Secretary Scott Bessent denied that the Trump administration is considering unilaterally slashing steep tariffs on Chinese imports.
President of Cetera Wealth Management, is Making a Direct Appeal to Commonwealth Financial Network
Todd Mackay, president of Cetera Wealth Management, is making a direct appeal to Commonwealth Financial Network advisors as the industry digests news.
AI Not Ready to Replace Human Professionals
AI may be transforming the way firms operate, but according to new research, it’s far from ready to replace human professionals.