Berkshire Hathaway's Secretive Acquisition Set to be Unveiled
Berkshire Hathaway's secretive acquisition, made the latter half of 2023, will be unveiled with the disclosure of its first quarter equity holdings.
SMArtX Makes Major Expansion, Adding 86 New Strategies From 12 Leading Asset Management Firms
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, has added 86 strategies offered by 12 leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,447 strategies from over 300 distinguished asset management firms.
Brookstone: How Financial Advisors Can Effectively Market to Female Investors
The role of women in wealth control and financial investment decision-making has undergone a significant transformation in recent years. Research has highlighted the remarkable influence women exercise in managing financial affairs. They increasingly serve as primary breadwinners or equal contributors to household income and control a staggering $10 trillion in assets in the United States alone.
Dynamic Advisor Solutions: More Money (Markets), More Problems
(Dynamic / Lucas Felbel, CIMA®, Director, Portfolio Services) Investors in short-term “safe money” instruments have enjoyed strong returns over the past year, thanks to the Fed’s aggressive stance on interest rates to curb inflation. Since the Spring of 2023, investors seeking refuge in money market mutual funds, CDs, Treasury bills, and other short-term instruments have celebrated annual yields exceeding 4.8%, and over 5% since late July 2023, a rarity in recent decades.
One Stock Is Dragging Down The S&P 500's Earnings Growth
Companies in the S&P 500 have reported what's been considered a solid Q1 earnings season for the index, with one key exception: Bristol Myers Squibb.