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Investing Strategies

Morningstar: Advisor Use of Custom Model Portfolios Rises Advisor Use of Custom Model Portfolios Rises

The firm estimates that assets in custom models increased by nearly 50% between mid-2023 and late 2024.

byDavid Bodamer, Executive Editor, Investments

Feb 11, 2025

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1 Min Read

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Q&A: Public REITs Can Weather Higher Interest Rates Q&A: Public REITs Can Weather Higher Interest Rates

byDavid Bodamer

Feb 10, 2025

1 Min Read

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U.S. ETF Industry Starts 2025 Strong with 75 Listings in January 75 New U.S. ETFs Launched in January

Feb 5, 2025

1 Min Read

Brandon Thomas, co-founder and co-chief investment officer at Envestnet

Investing Strategies

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

byDavid Bodamer

Jan 28, 2025

1 Min Read

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Seven Investment Must Reads for This Week (Jan. 14, 2025)Seven Investment Must Reads for This Week (Jan. 14, 2025)

byWealthManagement.com Staff

Jan 14, 2025

1 Min Read

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Five Questions For Financial Markets Heading into 2025 Five Questions For Financial Markets Heading into 2025

Dec 20, 2024

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bond trading

How Smart High Yield Investments Can Benefit Portfolios

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Tom Cohn deputy CIO Cerity Partners

Alternative Investments

Cerity Partners Bets on Private Markets for Outsized Growth

Cerity Partners Bets on Private Markets for Outsized Growth

byElaine Misonzhnik, Senior Editor, Investments

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With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

Adjusted for Risk Zephyr podcast

Alternative Investments

The Best Adjusted for Risk Podcast Moments of 2024

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byRyan Nauman, Market Strategist

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Alternative Investments

Self-Healing Mechanism Provides Opportunity in Consumer and Small Business Loans

Self-Healing Mechanism Provides Opportunity in Consumer and Small Business Loans

byLarry Swedroe, Head of Financial and Economic Research

Dhruv Nagrath, director and fixed-income product strategist at BlackRock

Q&A: BlackRock's Dhruv Nagrath on the Outlook for Fixed-Income ETFs

Q&A: BlackRock's Dhruv Nagrath on the Outlook for Fixed-Income ETFs

byDavid Bodamer, Executive Editor, Investments

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Trump Is Making the 60/40 Portfolio Great Again

Trump Is Making the 60/40 Portfolio Great Again

Sponsored Content

So, You Think You Want a Muni Bond Ladder?

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A $7 Trillion and Growing Cash Pile Defies Wall Street Skeptics

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byAlexandra Harris

Adjusted for Risk Zephyr podcast

Adjusted for Risk: Impact of the Election Results on Emerging Market Debt

Adjusted for Risk: Impact of the Election Results on Emerging Market Debt

byRyan Nauman, Market Strategist

Wall Street NYSE

Bonds Fall Most Since 2020 as Trump Win Revives Inflation Risk

Bonds Fall Most Since 2020 as Trump Win Revives Inflation Risk

A 10-Day Test Is Coming for Bond Market Battered by Selloff

A 10-Day Test Is Coming for Bond Market Battered by Selloff

byMichael Mackenzie

Third Quarter 2024 Economic and Market Review and Outlook

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byLarry Swedroe, Head of Financial and Economic Research

money growth

10 Investment Must Reads for This Week (Oct. 1, 2024)

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byWealthManagement.com Staff

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Support Platforms

Altruist Adds Digital Fixed Income Trading to Platform

Altruist Adds Digital Fixed Income Trading to Platform

byDavis Janowski - Moderator, Senior Technology Editor

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12 Investment Must Reads for This Week (Sept. 24, 2024)

12 Investment Must Reads for This Week (Sept. 24, 2024)

byWealthManagement.com Staff

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Support Platforms

Revolut Takes On Robinhood, EToro With Own Retail Wealth App

Revolut Takes On Robinhood, EToro With Own Retail Wealth App

byEmily Nicolle

Adjusted for Risk: What's Next After the Start of The Fed's Cutting Cycle?

Adjusted for Risk: What's Next After the Start of The Fed's Cutting Cycle?

byRyan Nauman, Market Strategist

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Alternative Investments

Private Credit Is Being Threatened by a Cocktail of Risks

Private Credit Is Being Threatened by a Cocktail of Risks

byNeil Callanan, Scott Carpenter and Silas Brown

Federal Reserve Chairman Jerome Powell rate cut

Advisors Focus on Equities, Longer-Term Bonds Amid Fed's Rate Cut

Advisors Focus on Equities, Longer-Term Bonds Amid Fed's Rate Cut

byElaine Misonzhnik, David Bodamer

Fed Cuts Rates by Half Point in Decisive Bid to Defend Economy

Fed Cuts Rates by Half Point in Decisive Bid to Defend Economy

byCatarina Saraiva

T Rowe Price

T. Rowe Manager Who Predicted Yen Shock Sees Another Coming

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Raymond James headquarters

Raymond James Climbs Muni Manager Rankings After Hiring Spree

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byAmanda Albright (Bloomberg)

‘T-Bill and Chill’ Is a Hard Habit for Investors to Break

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byMichael Mackenzie, Ye Xie and Alexandra Harris (Bloomberg)

Ken Leech Western Asset Management

Regulation & Compliance

Wamco’s Longtime Bond King Thrust Into Spotlight He Shunned

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bySilla Brush and Michael Mackenzie

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10 Investment Must Reads for This Week 2024-08-20

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byWealthManagement.com Staff

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How the Treasury Is More Powerful Than the Fed

How the Treasury Is More Powerful Than the Fed

byAllison Schrager

Are Rate Cuts Good for Equities?

Are Rate Cuts Good for Equities?

byRyan Nauman, Market Strategist

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‘There Could Be Social Unrest’: Finance Veterans on the Next Big Risk

‘There Could Be Social Unrest’: Finance Veterans on the Next Big Risk