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1 min read
Weekly Talking Points for Financial Advisors (12/2/24)
Read the highlights of this week's commentary from Helios: The Federal Reserve’s preferred inflation measure, the core personal consumption...
Blog (10)
1 min read
Weekly Talking Points for Financial Advisors (11/25/24)
Read the highlights of this week's commentary from Helios: Initial jobless claims fell by 6K in the week ending Nov. 16, the lowest since mid-April,...
1 min read
Weekly Talking Points for Financial Advisors (11/18/24)
Read the highlights of this week's commentary from Helios: Inflation rose modestly in October, with the consumer price index (CPI) increasing by 0.2%...
2 min read
AI/ML, the SEC, and You: Everything You Need to Know About Emerging Technologies and Regulatory Adherence
The wealth management landscape is undergoing a seismic shift. As basic quantitative analysis gives way to sophisticated AI models, a new breed of...
1 min read
Weekly Talking Points for Financial Advisors (11/11/24)
Read the highlights of this week's commentary from Helios: The Federal Reserve continued its rate-cut cycle with a quarter percentage point reduction...
3 min read
Navigating the Market Under the New Presidency
With a Presidential Republican victory confirmed, let’s discuss what might be coming over the next four years. While no one can predict exactly what...
1 min read
Weekly Talking Points for Financial Advisors (11/4/24)
Read the highlights of this week's commentary from Helios: Inflation-adjusted US GDP rose at a 2.8% annualized rate in the third quarter, driven by...
2 min read
Quantitative Investing 101: Everything You Need to Know
What is quantitative investing? Quantitative investing, sometimes called "quant investing," is an investment approach that uses mathematical models,...
3 min read
Could an OCIO Be the Secret to Accelerating Organic Growth?
Recent Fidelity research indicates organic growth rates among financial advisors have been rapidly declining, sitting at less than 4% now after being...