Advisors have been instituting these strategies for months as today’s 50bps interest rate cut had been widely anticipated.

J.P. Morgan Chase Chairman Jamie Dimon called out institutions investors for their role in the rising popularity of private markets, reports FundFire. A Fed interest-rate cut could be a boon for small-cap stocks, according to MarketWatch. These...

Avoid active strategies that engage in individual security selection and/or market timing.

Supreme Court justices are allowed to hold individual stocks, but ethics rules deem they should disqualify from cases involving the companies.

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. ETF.com has published a guide to leveraged ETFs. These are among the investment must reads we found this week for wealth advisors.

The challenge from sports betting should be met with better, more innovative financial solutions for retail investors.

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

While the slide that started last month was sharp and swift, it was driven by a narrow number of stocks.