116 funds were recognized with a Lipper Fund Award over the five-year period, and 108 funds won the prestigious trophy for the 10-year period.
The exchange-traded fund is up 7.3 percent year-to-date and 50.7 percent over the past year, a heck of an anniversary present for investors.
Even if China's economy slows, copper prices could still bounce back given demand related to clean energy and electric vehicles.
A host of new rules and regulations impacting high-net-worth individuals take effect this year, not to mention a significant old one that’s expiring at the end of 2025.
Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.
'There's more net new RIAs being created every year, so consolidation is still a long way from playing out,' Bob Oros says.
Office may have issues, but other property sectors have pricing power and can raise rents greater than inflation.
Mergers on both sides of the border are being driven by private equity firms pumping money into RIAs.
'This is really the sweet spot of when you make your money in bonds, is between the last Fed hike and the first cut,' a fixed-income strategist says.
Last November, the IRS proposed regulations that would fundamentally redefine DAFs.
