Expert Views

• Gen Z And Millennials -- Two Generations Of Investors Wary Of Wall Street

  By Samir Vasavada

  Gaining the trust of millennials and Gen Z is the only way advisors can deliver better outcomes for new clients.

• Covid Has Made Orlando Less Affordable Than San Francisco

  By Justin Fox

  The great pandemic migration changes the landscape of housing affordability.

• Regulation Turns Off Entrepreneurs From Pursuing The IBD Channel

  By Jon Henschen

  Regulators are making it difficult for innovation in the broker-dealer space, said an industry consultant.

Latest Top Lists

• ETFs With The Best Three-Year Returns

• Best Places To Buy A Vacation Rental

Investment Perspectives

• Many ESG Funds Are Just Expensive S&P 500 Indexers

  By Aaron Brown

  When it comes to ETFs, it's hard to save the world by being cheap and average.

• Fed Tells Markets: You Have DRS (Drag Reduction System)

  By Bob Michele

  Use the DRS that central banks are supplying and find a way to supercharge portfolio returns.

• David Rosenberg Sees Reopening Trade Over By Year's End

  By Evan Simonoff

  The economist sees a return to secular stagnation favoring growth stocks and Treasurys in the long term.

• Huge Crypto Bet Draws Heat For Bank Stock Fund

  By Brian Chappatta

  Morningstar warns that cryptocurrencies aren't quite what they claim to be.

• Insights Into Often Overlooked Opportunities In Private Equity

  By Peter Burns

  Here is a summary of these alternative strategies.

On The move

• Carillon Tower Names Robert D. Kendall As President

• Joel Drake, An Advisor Managing $200M, Partners With LPL Platform

• N.J.'s Kraner Team Joins LPL Independent Network With $200M AUM

• UDB Celebrates Two Years And 30% Growth With Ameriprise

• Former UBS Advisor Handling $215M Joins LPL's Breakaway Model

• Navy Veteran Joins LPL Employee Advisor Model With $90M AUM