In this novel environment, advisors are not only thirsting for new ideas, but re-calibrating their fundamentals. They’re also learning who their clients are when faced with volatility.  Souring relations...

Weekly Update With a tight yield environment, relaxed monetary policy, and record ETF inflows—$40B for YTD 2020—gold rapidly gains ground in asset allocation. As the precious metal approaches an all-time high of $1,900...

Weekly Update The pandemic spotlight thrusts the ultimate prize into view: an effective vaccine. America’s Moderna and Pfizer are going for gold in the clinical trials marathon alongside a cadre of global health...

Portformer 2.0 – On the Way! Listening to feedback from our loyal advisor community, we’ll soon roll out a new look, enhanced navigation, and expanded functionality like: Replacement Scores with Quarterly...

Investors have sauntered out on the tightrope of the risk curve as the Fed commits to supply liquidity to the markets. While employment numbers bested all expectations, they will likely stay stubbornly high through this...

How well have active managers performed compared to their passive counterparts through COVID-19? And what does this mean for the future of active? Find out in our white paper from new Head of Market of Intelligence...

WEEKLY UPDATE Chairman Powell warned Congress this week of structural damage to the economy and a longer recovery time. As COVID-19 cases creep up through reopening, the market begins to focus on the risk of a...

It was a week of prognostications for restart as caution builds around how anything less than a total recovery in economic activity can be beneficial for us. The concern is concentrated on the potential lingering...