Advisors Under Pressure to Compress Fees and Expand High-Net-Worth Services
Wealth management firms are confronting intensifying pressure to deliver broader, value-added services to high-net-worth clients while reducing fees.
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BofA’s Hartnett Warns Sell the Rebound in US Stocks and Dollar
BofA Corp. strategists said investors should sell into rallies in US stocks and dollar, cautioning that conditions for sustained gains are missing.
Amundi Says Clients Are ‘Massively’ Repositioning Into Europe
Amundi SA seeing major reallocation as clients pull away from US and pile into European funds in response to market upheaval triggered by tariff wars.
Gold — The Leading Safe-Haven Asset
Gold has surged past $3,500 per ounce, setting a new all-time high and reinforcing its position as the leading safe-haven asset.
Hedge Funds Miss Most of the Relief Rally in Equities
Global equities long/short hedge funds missed out on most of a massive rally in U.S. stocks on Wednesday triggered by U.S. President Donald Trump's.
Margin Trading in U.S. Surging to Unprecedented Levels
Margin trading in U.S. has surged to unprecedented levels. As of January 2025, debit balances in investors' margin accounts reached a record $937bn.
Roth Conversions Appear Advantageous On Paper But Not In Reality
Roth conversions often appear advantageous on paper but can be financially unwise in reality.
