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1. For Clients, This Matters More Than Portfolio Performance
Many clients are return-focused. As they should be. That’s not lost on advisors. As a result, many advisors believe that portfolio performance is the end all and be all of client satisfaction. — Todd Shriber
2. DeepSeek: Separating Truth from Exaggeration
In today’s special edition, I’m answering your questions on DeepSeek—the Chinese artificial intelligence (AI) startup that shocked the world/ Over the weekend, news broke that DeepSeek’s AI model—a groundbreaking rival to OpenAI’s ChatGPT—was reportedly developed in under two months for less than $6 million. That’s 90%+ cheaper than similar models developed by major US tech companies. — Stephen McBride
3. Navigating Gray Divorce: Insights for Financial Advisors
The new year often ushers in a wave of fresh starts, and for many, that includes untangling themselves from strained marriages. January marks the unofficial beginning of “divorce season,” as couples who’ve endured the emotional and financial strain of the holidays turn their focus to ending their relationships. For financial advisors with clients age 50+, this presents a critical opportunity to help clients protect their wealth and long-term security amid the complexities of divorce. — David Conti
4. Investing in Emerging Market Equities Amid New US Policies
Emerging markets (EM) appear to be particularly vulnerable to President Donald Trump’s policy plans. But the uncertainty could create opportunities in stocks that aren’t as susceptible as the market thinks. If markets are to be believed, Trump’s election doesn’t look good for EM stocks. Since election day last November 4 through January 21, the MSCI Emerging Markets (EM) Index has dropped by 4.0%, while the S&P 500 Index gained 6.2%. That’s a yawning return gap of 10.2 percentage points between US and EM stocks over a two-and-half-month period. — Sammy Suzuki
5. How to Navigate Wealth Transfer Between Baby Boomers and Younger Generations
As Baby Boomers look to pass on their wealth, how will you bridge the generational divide between them and their children, the Gen X and Millennials Approaching your clients' next generation with a focus on "keeping it in the family" can feel tricky. How do you do so without it seeming like you're merely aiming to increase your fees through their inheritance? — Ari Galper
6. 8 Ways Texting Can Boost Your Efficiency as a Financial Advisor
As a financial advisor, your time is precious. You’re juggling client meetings, market analysis, and a never-ending stream of communications. But what if there was a way to streamline your client interactions and boost your productivity? Enter texting – a powerful tool that can revolutionize how you manage your practice. Platforms like MyRepChat offer compliant texting solutions specifically designed for financial professionals, allowing you to harness the power of text messaging while adhering to industry regulations. Let’s explore ten savvy ways to leverage texting and supercharge your efficiency. — FMG
7. Microstrategy: Momentum Is Not Growth
The Nasdaq 100 Index is considered by many as the default benchmark for growth. The methodology is straightforward—the 100 largest non-financial companies by market cap listed on the Nasdaq exchange. Securities are weighted by modified market capitalization. One of the drawbacks to this simplicity for a growth benchmark is that mature, slow-growth companies can populate the Index because of the absence of fundamental selection criteria. — Matt Wagner
8. Staying Calm Amid the AI Panic: Navigating the Hype
In this episode, hosts Chris Versace and Lindsey Bell engage in an insightful discussion with Mark Klein, Chairman and CEO of SuRo Capital, and Evan Schlossman, head of SuRo's AI team. The conversation centers around significant AI developments, including the breakthrough by Chinese AI company DeepSeek. The group explores AI spending trends, SuRo's pre-IPO investments in companies like CoreWeave and OpenAI, and the implications of AI for hardware, software, and capital expenditures. — What Does It Mean?
9. Wealth or Wipeout? The Hidden Dangers of Meme Coins
The latest craze in cryptocurrency is the release of the $TRUMP and $MELANIA meme coins. Immediately upon issuance, the cryptocurrency coins surged in value, turning worthless 0s and 1s of computer code into tens of billions of dollars. — Michael Lebowitz
10. Custom Separately Managed Accounts: Efficient Solutions to Client Challenges
Advisors can use custom SMAs to help their clients pursue a range of goals. This guide will explore four common use cases, including ... — Fidelity Investments
11. The Future of the Magnificent 7 Stocks: What Investors Need to Know
Investing in an individual company isn't right for everyone because if that company fails, you could lose your whole investment. If you cannot afford this, investing in a single company might not be right for you. You should make sure you understand the companies you're investing in and their specific risks. You should also make sure any shares you own are part of a diversified portfolio. — Matt Britzman