How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps advisors reposition clients in cash, bonds and fixed income.
Latest News
How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps advisors reposition clients in cash, bonds and fixed income.
Lyrical, Nomura, and Lazard Convert Mutual Funds as 20 ETFs Launch
Five mutual funds became ETFs this week, Lazard launched its first bond ETFs, Global X’s Magnificent Six fund drew about $200M, and Canary listed a staked INJ ETF.
Lyrical, Nomura, and Lazard Convert Mutual Funds as 20 ETFs Launch
Five mutual funds became ETFs this week, Lazard launched its first bond ETFs, Global X’s Magnificent Six fund drew about $200M, and Canary listed a staked INJ ETF.
Active ETF Scorecard: Stocks Slide and Bonds Climb in a Split Week for Active ETFs
Meta description: The S&P 500 had its worst week since April 2025, but active bond ETFs gained across the board. See this week’s top active ETFs by category.
Active ETF Scorecard: Stocks Slide and Bonds Climb in a Split Week for Active ETFs
Meta description: The S&P 500 had its worst week since April 2025, but active bond ETFs gained across the board. See this week’s top active ETFs by category.
The Midterms Are Settled. Here's What a Democratic Congress Means for Fund Investors
Markets rallied as Democrats won Congress, and here’s how the result may filter through bond, energy, health care, tech and muni funds into 2027.
The Midterms Are Settled. Here's What a Democratic Congress Means for Fund Investors
Markets rallied as Democrats won Congress, and here’s how the result may filter through bond, energy, health care, tech and muni funds into 2027.
How Advisors Are Calculating Roth Conversions After the Tech Selloff (Prompt Included)
A tech selloff makes Roth conversions cheaper per share, but size them around IRMAA, Social Security taxes, and the senior deduction to avoid surprises.
How Advisors Are Calculating Roth Conversions After the Tech Selloff (Prompt Included)
A tech selloff makes Roth conversions cheaper per share, but size them around IRMAA, Social Security taxes, and the senior deduction to avoid surprises.
How Advisors Are Prepping the “Sell All My Tech” Conversation (Prompt Included)
The Nasdaq’s 5% drop exposed tech concentration, not election risk. A ready-to-use prompt turns one sentence about a client into a one-page meeting brief.
How Advisors Are Prepping the “Sell All My Tech” Conversation (Prompt Included)
The Nasdaq’s 5% drop exposed tech concentration, not election risk. A ready-to-use prompt turns one sentence about a client into a one-page meeting brief.
Hospital Stocks Led the Post-Election Rally. What a Democratic Congress Could Mean for Health Care Funds
Hospital stocks led the post-midterm rally on hopes for ACA and Medicaid changes, but the impact on health care funds depends on what they hold.
Hospital Stocks Led the Post-Election Rally. What a Democratic Congress Could Mean for Health Care Funds
Hospital stocks led the post-midterm rally on hopes for ACA and Medicaid changes, but the impact on health care funds depends on what they hold.
How Advisors Are Prepping the COLA Conversation (Prompt Included)
The 2027 COLA is 3.6%, but portfolio withdrawals get no raise. How advisors use TIPS, dividend growth and energy ETFs to close the inflation gap.
How Advisors Are Prepping the COLA Conversation (Prompt Included)
The 2027 COLA is 3.6%, but portfolio withdrawals get no raise. How advisors use TIPS, dividend growth and energy ETFs to close the inflation gap.
Active ETF Scorecard: Dividend Funds Widen Their Lead as Tech Posts Its Worst Month Since March 2025
Dividend funds pull further ahead as AI stocks slide and the Nasdaq closes its worst month since March 2025. All five active bond categories improve, and Active Muni Bond turns positive.
Active ETF Scorecard: Dividend Funds Widen Their Lead as Tech Posts Its Worst Month Since March 2025
Dividend funds pull further ahead as AI stocks slide and the Nasdaq closes its worst month since March 2025. All five active bond categories improve, and Active Muni Bond turns positive.
Franklin and VanEck Add Bitcoin to Stock and All-in-One ETFs
Franklin Templeton launched ETFs that turn stock dividends into bitcoin, and VanEck put a small bitcoin slice in an all-in-one fund. Eventide and YieldMax also launched.
Franklin and VanEck Add Bitcoin to Stock and All-in-One ETFs
Franklin Templeton launched ETFs that turn stock dividends into bitcoin, and VanEck put a small bitcoin slice in an all-in-one fund. Eventide and YieldMax also launched.
RMD Due, No Need for Cash? 3 Moves for Clients Who Don’t Want to Sell
Your client’s RMD is due Dec 31, but they don’t need the cash. You can move shares instead of selling. Here’s how, and what to check first.
RMD Due, No Need for Cash? 3 Moves for Clients Who Don’t Want to Sell
Your client’s RMD is due Dec 31, but they don’t need the cash. You can move shares instead of selling. Here’s how, and what to check first.
Roth-Only Catch-Ups: 3 Moves for Clients Earning $150K+
Earned $150K or more last year? Your catch-up contributions now have to go into a Roth. Here’s whether it’s still worth it.
Roth-Only Catch-Ups: 3 Moves for Clients Earning $150K+
Earned $150K or more last year? Your catch-up contributions now have to go into a Roth. Here’s whether it’s still worth it.
Primecap’s First ETF and an AI Bond Fund Lead 21 New Listings
Primecap, BlackRock, and Defiance launched new ETFs this week, while Allspring and GMO added ETF share classes to existing mutual funds.
Primecap’s First ETF and an AI Bond Fund Lead 21 New Listings
Primecap, BlackRock, and Defiance launched new ETFs this week, while Allspring and GMO added ETF share classes to existing mutual funds.
Active ETF Scorecard: Dividend Funds Take the Lead as AI Spending Fears Hit Tech
Active dividend funds took first place as AI spending fears hit tech and emerging markets stocks. Oil-linked alts and most bond categories gained.
Active ETF Scorecard: Dividend Funds Take the Lead as AI Spending Fears Hit Tech
Active dividend funds took first place as AI spending fears hit tech and emerging markets stocks. Oil-linked alts and most bond categories gained.
Sequoia Fund Becomes an ETF as Corgi Rolls Out 15 Bond and Cash Funds
Sequoia, Hartford, and William Blair moved mutual funds into ETFs this week, while Corgi, State Street, and Global X added bond, sector, and thematic funds.
Sequoia Fund Becomes an ETF as Corgi Rolls Out 15 Bond and Cash Funds
Sequoia, Hartford, and William Blair moved mutual funds into ETFs this week, while Corgi, State Street, and Global X added bond, sector, and thematic funds.
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How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
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Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps...
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Lyrical, Nomura, and Lazard Convert Mutual Funds as 20 ETFs Launch
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Five mutual funds became ETFs this week, Lazard launched its first bond ETFs,...
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Active ETF Scorecard: Stocks Slide and Bonds Climb in a Split Week for Active ETFs
Shauvik Haldar
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Meta description: The S&P 500 had its worst week since April 2025, but...
