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1 week ago | 
fa-mag.com | Christopher Williams
With consumer sentiment plunging to depths not seen in years and even JPMorgan CEO Jaimie Dimon saying the best-case economic scenario for the country is a recession, many investors are inclined to kick U.S. equities to the curb. Osterweis Capital Management isn’t one of them.
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2 weeks ago | 
fa-mag.com | Christopher Williams
A Florida court has affirmed an arbitration panel’s award of almost $3 million to an financial advisor who alleges an advisory firm in Bellevue, Wash., stole his clients.
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2 weeks ago | 
fa-mag.com | Christopher Williams
In the wake of the U.S. equity market's historic swoon this month, veteran investment strategist Richard Bernstein has a firm recommendation for rattled investors: Time to get defensive.
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3 weeks ago | 
fa-mag.com | Christopher Williams
As the possibility of an intensifying trade war with China threaten the U.S. economy and the markets, Pictet Asset Management says emerging markets, notably China, are poised to outperform developed markets over the next several months.
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3 weeks ago | 
fa-mag.com | Christopher Williams
As the possibility of an intensifying trade war with China threatens the U.S. economy and the markets, Pictet Asset Management says emerging markets, notably China, are poised to outperform developed markets over the next several months.
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1 month ago | 
fa-mag.com | Christopher Williams
The White House has put a 90-day freeze on the sweeping tariffs the administration announced April 2, but Nuveen sees the remaining baseline tariffs of 10% on all imports still having a meaningful drag on the economy in 2025. Saira Malik, head of Nuveen equities and fixed income and chief investment officer, is now looking for an overall year-to-date drag of baseline tariffs of -1.5%, down slightly from the -1.7% drag on gross domestic product growth she expected before the freeze.
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1 month ago | 
fa-mag.com | Christopher Williams
Mercer Global Advisors has added nearly $900 million in client assets and established a foothold in Kentucky with the acquisitions of two practices. The acquisitive RIA, which manages $71 billion, said the acquisition of D. Scott Neal, which has offices in Lexington and Louisville, is the firm’s first partnership in Kentucky. The firm also acquired Vishria Bird Financial Group, an advisor firm in Memphis, Tenn., with $582 million in client assets under management.
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1 month ago | 
fa-mag.com | Christopher Williams
As increasing fear of inflation and stagflation continue to roil U.S. markets, global asset manager Janus Henderson Investors is pointing investors to non-U.S. equities in sectors such as healthcare, industrials and financials. The firm, headquartered in London with $378.7 billion in assets under management, said many of these stocks are trading at a relative discount that creates room for upside and an opportunity to diversify equity holdings away from the tech-heavy U.S. equity markets.
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1 month ago | 
fa-mag.com | Christopher Williams
Advisors have opportunities to attract new Generation X clients and deepen relationships with existing clients from that generation in areas ranging from healthcare to retirement, a new survey says. The most notable opportunities for providing financial advice center around healthcare and healthy living, Gen Xers’ eagerness to reconnect with a passion or hobby in retirement and their willingness to interact with others, according to the survey by the Retirement Coaching Association.
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1 month ago | 
fa-mag.com | Christopher Williams
As uncertainty around tariffs, economic slowdown and federal layoffs send stocks on an intense roller-coaster ride, executives of New York-based RIA Ritholtz Wealth Management have launched a platform of charts to help advisors track and explain to clients market trends and complex financial concepts.
