Happy Friday, readers! As we announced last week, moving forward the curated content in our roundup newsletters will be themed. The second Friday of each month, the topic is Investments. We hope you enjoy this new format and know you will find it helpful and informative.
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.
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As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to a Fidelity analysis.
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Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of the past few years have helped supercharge efforts to solve a longstanding problem.
While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their business.