VettaFi Advisor Perspectives

2 days ago | advisorperspectives.com | Donal Griffin |Francine Lacqua

Ken Moelis, the veteran Wall Street dealmaker, predicted a golden era of prosperity across the globe, shrugging off tariff uncertainty and wars in the Middle East. “The world is getting better every day,” Moelis said in an interview on Bloomberg Television Wednesday, citing increased government spending in Europe along with opportunities in the UK and even potentially Iran. “If you keep your eyes on the long term, I’m very optimistic.

3 days ago | advisorperspectives.com | Matthew Winkler

Just when the International Monetary Fund sees slower growth around the globe, the economy the World Bank ranks 112 out of 196 based on gross domestic product is leading everyone – with the opposite outlook. That would be Zambia, the Sub-Saharan African nation of 20 million people that defaulted in 2020.

3 days ago | advisorperspectives.com | Beverly D. Flaxington

15. Have you defined the roles for each person in your practice and the merging/acquiring practice? Where is there duplication of effort? What roles will change and why? 16. In many transactions there can be a perception of winners versus losers. Have you considered team member’s perceptions of this for both practices? What will the impact be on them? 17. What will change with the client experience? What similarities and differences do each of the practices have in serving clients?

3 days ago | advisorperspectives.com | Evan Harp

2025 is about to hit halftime. Investors have had to navigate numerous challenges in the first two quarters of the year. Uncertainty remains an extremely real threat to portfolios everywhere. The advisors who will find success in the second half of the year will be the ones most prepared. Accordingly, TMX VettaFi has gathered industry experts and thought leaders for the Midyear Market Outlook Symposium, happening tomorrow at 11 a.m. ET.

4 days ago | advisorperspectives.com | Katanga Johnson |Amara Omeokwe

Federal Reserve Vice Chair for Supervision Michelle Bowman warned the current approach to leverage ratio requirements has led to unintended consequences in the market while adding she could support lowering interest rates as soon as July. Bowman said the “time has come” to revisit the key capital buffer after concerns the rule has constrained lenders’ trading in the $29 trillion Treasuries market.