US Options Market Grapples With ‘Concentration Risk’ in Clearing
As the US options market heads for a sixth straight year of record volume, some best-known names in the industry are growing nervous.
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‘VOO and Chill’ Approach — Investors Look Beyond
For a decade “VOO and chill” mindset has been staple of portfolio construction — buy an S&P 500 ETF, stay the course, and let compounding do its work.
Morningstar Highlights Two Key Risks That Could Disrupt Markets Reliant on Big Tech
US stock market continues to scale new highs. Beneath surface is structural issue that wealth advisors and portfolio managers should watch closely.
SEC Enforcement Activity on the Wane in 2025 as New Administration Takes Hold
SEC enforcement activity is shifting in ways that wealth advisors and RIAs will want to follow closely. New analysis highlights decline in cases.
Strong Market Debuts Raise Questions Over Cautious IPO Pricing by Wall St Banks
Big first-day gains by recent high-profile U.S. listings have raised questions over whether Wall Street banks are pricing them too cautiously.
Nvidia is the Most Underowned Megacap Stock, Morgan Stanley Says
Nvidia (NVDA) may be the market's biggest AI stock, but institutional investors are still shying away.
Advisors Navigate the Challenges of Helping Clients Transition from Cash to Other Strategies
Holding excess cash in anticipation of a downturn? Here’s how to position client portfolios if markets retreat.
