Advisors Are Underestimating Charitable Giving

Published on June 30, 2025

A new study suggests there is an opportunity for advisors to lean into charitable planning to attract clients and enhance existing relationships.

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Artificial Intelligence Discussion Closes Out Midyear Symposium

June 30, 2025
Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.

Could Housing Finally Start to Become More Affordable?

June 30, 2025
For years, Americans have lamented that rising housing prices and elevated mortgage rates have made homeownership unaffordable for too many first-time homebuyers, while prompting many homeowners to stay put rather than sell.