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1 min read
Weekly Talking Points for Financial Advisors (9/1/25)
Read the highlights of this week's commentary from Helios: Markets rallied after Fed Chair Powell’s Jackson Hole speech took a surprisingly dovish...
1 min read
Weekly Talking Points for Financial Advisors (8/18/25)
Read the highlights of this week's commentary from Helios: The July Consumer Price Index (CPI) held steady at 2.7% year-over-year, while core CPI,...
1 min read
Weekly Talking Points for Financial Advisors (8/11/25)
Read the highlights of this week's commentary from Helios: Despite the effective U.S. tariff rate climbing to 16%, 81% of S&P 500 firms beat earnings...
1 min read
Weekly Talking Points for Financial Advisors (8/4/25)
Read the highlights of this week's commentary from Helios: The U.S. economy added just 73,000 jobs in July, well below expectations, with major...
1 min read
Weekly Talking Points for Financial Advisors (7/21/25)
Read the highlights of this week's commentary from Helios: Inflation picked up slightly in June, with prices rising 0.3% and 2.7% over the past year....
1 min read
Weekly Talking Points for Financial Advisors (7/14/25)
Read the highlights of this week's commentary from Helios: The U.S. announced broad new tariffs starting August 1, including 25% on imports from...
2 min read
Model Fatigue is Real: Why Scalable Portfolio Customization is the Future
Ever feel like your investment portfolios are wearing the same outfit as everyone else? Do your clients occasionally give you that “seen this before”...
1 min read
Weekly Talking Points for Financial Advisors (6/30/25)
Read the highlights of this week's commentary from Helios: The May personal income and outlays report showed signs of stagflation, with core...
2 min read
Five Ways Outsourced Chief Investment Officers Simplify Compliance and Risk Management for Advisors
Regulatory pressure on financial advisors continues to intensify. In 2024, the SEC achieved obtained orders for $8.2 billion in financial remedies,...