While they might not make it into advisors' toolkits anytime soon, the new offerings could be a good onramp for retail ...

In Simular’s approach, a powerful general-purpose AI model, like OpenAI’s GPT-4o or Anthropic’s Claude 3.7, is used to reason about how best to complete the task at hand—w ...

David Schassler of VanEck offers a comprehensive perspective on market trends, asset allocation and strategy analysis.

As a human capital business, Insignia is exposed to ESG-specific risks like business ethics, product/corporate governance, and labor relations. The revelations of advisor misconduct or conflicted ...

2025 has been a rocky year so far for equity investors, but how you respond can make or break a long-term investment strategy.

Despite macroeconomic headwinds, Starwood Property has maintained its dividend for over a decade. Read why I am bullish on STWD stock.

During the second half of 2024, the Saga Portfolio increased 52.2% net of fees versus the overall increase for the S&P 500 ...

Markets have already felt the heat. A two-day sell-off in the first week of April quickly gave the S&P 500 a 10% haircut, ...

The evidence supports this assertion overwhelmingly. Academic research from Brav, Klein & Zur, Greenwood & Schor, and numerous others have demonstrated that companies targeted by activist investors ...

Emkay Global Financial Services has removed IndusInd Bank from its model portfolio, citing uncertainty ... compelling valuation at one-time price-to-book value. The brokerage believes this ...

Sound like you? Let’s delve into nine examples of standout UGC portfolios, with actionable tips to craft your own collection. A UGC portfolio is a curated digital collection that demonstrates ...