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Build Your Practice by Building the Whole Family Relationship

You want your clients’ families to one day become your clients as well, but 80% of heirs leave their families’ advisors.1   An opportunity too big to pass up It can be a complex challenge to establish relationships with client family members. However, it’s a challenge...
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Actively Navigating Iran-Driven Risks in EM Debt

Iran-driven risks are reshaping EM debt markets. EMBX reduced Gulf exposure as valuations failed to reflect rising conflict risk and shifted toward resilient Latam and SSA commodity exporters. Key Takeaways: The team reduced Gulf exposure as Iran-driven risks increased but valuations failed to adjust, creating...
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What’s Under the Hood Powering These 5 High-Dividend ETFs?

Despite equity valuations in the growth sectors reaching stretched levels and market volatility on the rise, high-dividend stocks have been one of the best performers to start 2026. In turn, this is translating to greater appeal for high-dividend-yielding ETFs. These funds have been...
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Money Path Podcast: Earnings Strength, AI Hype & Silver Shock

Head of Research and Quantitative Strategies Mike Dickson joined the Money Path podcast to explore how earnings, AI productivity, precious metals volatility, and Fed leadership intersect to shape market valuations and actionable opportunities for investors navigating uncertainty. Not investment advice; mentions of specific securities...
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Rotation, Not Recession: A Broadening Market Emerges

We have recently experienced market volatility and obvious signs of rotation among stock market sectors. Currently, most of the damage to the stock market seems to be concentrated within software business. For example, semiconductor stocks are still doing well along with the information...
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An Impact-First Strategy That Reimagines the Global Core

As the ETF industry matures, issuers are increasingly moving away from broad-brush products in favor of highly specialized strategies. Today’s investors are seeking more than simple market exposure; they want their portfolios to reflect specific cultural and structural shifts. An example of this...
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