Finance News

LPL’s $1.4T Gatekeeper Avoids Bitcoin-ETF Hype, for Now

The next three months will prove critical in figuring out which of the new funds will be made available to the company’s clients, says LPL's Rob Pettman.

logo.png  By NB  Feb 7, 2024

Vanguard Quietly Embraces AI in $13B of Quant Stock Funds

The world’s second-largest asset manager added artificial intelligence to four so-called factor-based funds about a year ago just as the ChatGPT frenzy seized global markets.

logo.png  By NB  Feb 7, 2024

Discount for Lack of Control vs. Discount for Lack of Marketability

Ignore the difference at your peril.

logo.png  By NB  Feb 7, 2024

Magnificent Seven Implosion Can Wait

This earnings season has produced results ranging from stellar to disappointing. That’s how diversification works.

logo.png  By NB  Feb 7, 2024