RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track

Published on January 28, 2025

Focus CEO Michael Nathanson details the firm's evolution from a consortium of independent companies to a "hub" organization strategy.

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Durable Goods Orders: December 2024

January 28, 2025
New orders for manufactured durable goods rose to $276.06B in December, the lowest level since June. This represents a 2.2% decrease from the previous month and a 3.9% decline from one year ago. The latest reading was worse than the expected 0.3% growth.

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

January 28, 2025
Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios.