Fidelity Taps Vestmark for New Custom Model Portfolios

Published on August 1, 2025

The custom models can include semi-liquid interval funds, SMAs, ETFs and mutual funds within a single custodial account.

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The Big Four Recession Indicators: July 2025 Employment

August 1, 2025
There is a general belief that there are four big indicators that the NBER Business Cycle Dating Committee weighs heavily in their cycle identification process. This commentary focuses on one of these indicators: nonfarm employment. In July, total nonfarm payrolls increased by 73,000 while the unemployment rate inched up to 4.2%.

12 States With the Most RIAs Registered Outside U.S.

August 1, 2025
SmartAsset's research found that 2.6% of all U.S.-based RIAs are registered with a foreign regulatory authority.