Blog

It has become increasingly evident that women play a pivotal role in driving investment decisions and shaping the future of wealth management. Let’s look at what research says about women and wealth, and what opportunities might lie ahead for advisors.

This month, we’re taking a look at the strong momentum of the 2024 M&A market, the power and impact of Nvidia and AI overall, as well as America’s ongoing battle with inflation.

Our latest updates to the Tamarac platform are designed to maximize efficiency, increase ease of use, and drive business success.

The phrase “bonds are back” is everywhere in the media right now. Let’s investigate if fixed income ETF allocations are changing as investors reconsider bonds.

Delivering personalized service to your clients is great, but it won’t help you grow your business unless you can do it at scale. A powerful tech stack can ensure you have the capacity to serve both your clients today and the ones you’ll win tomorrow.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Client discovery is the process of getting to know a new client and their needs. The more useful data you are able to collect, the better you are able to build deep, trusting, business-building relationships with your clients.

Our ActivePassive® Scorecard shows active funds beating their category benchmarks in 6 of the 21 asset classes we track for the fourth quarter. Over the last 12 months, active funds are, in total, outperforming in 9 of these asset classes.

Throughout 2023, we focused on empowering RIAs to provide their clients with robust, customized performance tools and resources.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.