Wealth Management
As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge?
Our infographic provides key strategies to help you become the go-to advisor for these discerning clients, such as:
- Leveraging professional designations
- Offering diverse financial strategies
- Using technology as a service tool
Are you ready to seize this growth opportunity? Transform your approach to serving high-net-worth clients today.
With inflation concerns lingering, advisors are closely monitoring the Federal Reserve’s next moves. The Fed held interest rates steady but raised its inflation forecast for the year, while also trimming its growth projection to 1.7%.
Despite expectations for two rate cuts in 2024, economic uncertainty and potential trade disputes make forecasting difficult. Fixed income investors must remain adaptable, balancing inflation risks with the Fed’s evolving stance.
Actively managed bond ETFs, such as the Eaton Vance Total Return Bond ETF (EVTR), offer flexibility in navigating rate shifts. By blending investment-grade debt with selective high-yield exposure, EVTR seeks to optimize returns while mitigating risk in an unpredictable market.
Finsum: Active fixed income tends to dominate in macro markets, and that is the current environment that is current environment exactly.
Economic data from the first quarter indicates slowing growth alongside rising inflation, raising concerns about stagflation. February’s PCE price index, the Fed’s preferred inflation gauge, showed its highest reading in a year, while inflation-adjusted consumer spending barely increased.
GDP is now projected to shrink by 0.5% annually, as rising imports ahead of new tariffs weigh on growth. The University of Michigan’s consumer sentiment survey reflects increasing pessimism, with inflation expectations rising and job market concerns deepening.
Meanwhile, Fed officials acknowledge that upcoming tariffs will likely push inflation higher, constraining their ability to cut interest rates.
Finsum: With economic uncertainty mounting, Americans are bracing for a difficult year ahead, but they need financial products that can be robust to these risks.
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With more retirees seeking financial security, index annuities have gained popularity in 2025 for their mix of protection and growth potential. Index Annuities shield savings from market downturns while allowing interest accumulation when markets rise, making them a safer alternative to traditional investments.
They also offer guaranteed lifetime income, ensuring retirees don’t outlive their savings, a critical feature as life expectancy increases. Rising interest rates have further enhanced index annuities appeal, as new contracts now offer better returns compared to bonds.
Additionally, their tax advantages, including tax-deferred growth and flexible withdrawals, help retirees manage their financial burden efficiently.
Given these benefits, index annuities are becoming a key component of retirement planning in an uncertain economic climate.
Climate technologies are advancing from early innovation to the critical scaling phase, where private equity firms are stepping in to bridge funding gaps. Private equity investors play a vital role by providing capital and operational expertise to transform climate innovations into scalable, market-leading businesses.
Firms like General Atlantic and Ardian are integrating sustainability into their investment strategies, using data-driven insights to enhance both commercial success and decarbonization efforts.
Institutional investors increasingly demand quantifiable impact, prompting firms to assess companies not just on financial returns but also on emissions reduction potential. Key investment opportunities lie in grid infrastructure, e-mobility software, and carbon transparency solutions, as demand for sustainable energy and efficiency grows.
FINSUM: This hands-on, impact-driven approach is reshaping climate finance, positioning private equity as a crucial driver of the energy transition.
The valuation gap between public and private real estate has persisted, creating potential buying opportunities for investors. REITs have generally maintained higher or comparable occupancy rates relative to private real estate across major property sectors.
They also remain more attractively priced, with cap rates exceeding those of private real estate, suggesting better value. In the fourth quarter of 2024, public-private cap rate spreads ranged from 80 to 169 basis points, highlighting REITs' pricing advantage.
Strong operational management and asset selection contribute to REITs' higher occupancy rates, particularly in retail and office spaces.
Finsum: REITs continue to offer investors access to high-quality properties at compelling valuations and could provide more inflation resistance.