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.
Wealth management firms are confronting intensifying pressure to deliver broader, value-added services to high-net-worth clients while reducing fees.
BofA Corp. strategists said investors should sell into rallies in US stocks and dollar, cautioning that conditions for sustained gains are missing.
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 has surged past $3,500 per ounce, setting a new all-time high and reinforcing its position as the leading safe-haven asset.
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. has surged to unprecedented levels. As of January 2025, debit balances in investors' margin accounts reached a record $937bn.
Roth conversions often appear advantageous on paper but can be financially unwise in reality.