The Federal Reserve Is Not Yet Prepared To Lower Interest Rates
It appears that the Federal Reserve is not yet prepared to reduce interest rates. This sentiment is echoed by the CME FedWatch Tool.
Amplify: WealthTech That Makes You Say ‘Wow!"
Enterprise iQ Success in the business of providing financial advice is driven by access to key information. Quickly. Intuitively. Enterprise iQ puts you in the seat of command so you can make better decisions for clients and advisors.
Want to see more and recover that old "Wow" feeling? Ampify put a video together and you can see it HERE.
Flexible Plan: For A Lot Of Managers, "Active" Is Just Semantics
(Flexible Plan / Jerry Wagner) I sometimes hate the term “active management.” It’s not because I have become a “buy-and-hold” convert, but because the term has been so corrupted by the financial-services industry.
Today, firms that are basically closet indexers use the term “active management.” Other advisers who simply tweak their portfolios occasionally proclaim they are “active managers.”
AssetMark: AI for Advisors
(AssetMark) Artificial intelligence (AI) is changing the way many professionals operate—including those in the financial services industry. Embracing the game-changing power of AI for financial advisors is not just a strategic move; it can be a transformative leap. Sure, it’s important to use caution when integrating new technology, but top advisors stay on the cutting edge when it comes to advancements that help drive the industry forward.
UX Wealth: How Top RIAs Are Increasing Control Over Investments
68% of Assets are Run by Advisors (Rep as Manager). Here’s How a Select Group of RIAs are Gathering More Assets into Their Own Investment Models.
(UX Wealth / Billy Kropp) In a recent webinar by Cerulli Associates, it was surprising to learn that nearly 70% of assets are managed under the Rep as Portfolio Manager structure, where advisors actively construct and make allocation decisions for client portfolios. Many of these advisors use ETFs as foundational components to create their internal models, which are then allocated to client accounts.