The Overlooked Opportunity Inside Workplace Retirement Plans

Why Self‑Directed Brokerage Accounts Matter More Than Ever for Advisors For decades, financial advisors have built strong relationships by helping clients manage IRAs, taxable accounts, and rollover assets after they leave an employer. Meanwhile, a significant, often the largest pool, of client wealth has quietly remained out of reach: assets inside workplace retirement plans. That […]

Weekly Economic Snapshot: Inflation Remains the Central Focus

Last week’s data reaffirmed that inflation pressures remain the defining narrative across the economic landscape. While finalized data reveals that economic growth expanded at a surprisingly strong pace back in the first quarter, more recent data points to broadening price pressures throughout the economy. These persistent costs are keeping consumer sentiment pinned near historic lows […]

Benchmarks Are Broken: Remedying Fixed Income

Benchmarks are broken. That was the premise established in a conversation with Samarth Sanghavi, head of fixed income index product at TMX VettaFi, when the problem was first addressed in a previous article. TMX VettaFi creates innovative index solutions, and with the premise established that benchmarks are indeed broken, here is the fix. Key Takeaways: […]