| Date | Title | Description |
| 13.03.2026 | 10-year Treasury yield is little changed after fourth-quarter GDP is revised dramatically lower | The 10-year Treasury yield was little changed on Friday as investors weighed the release of dramatically slower, downwardly revised fourth-quarter gross domestic product growth numbers.
The benchmark 10-year Treasury yield rose more than 1 ... |
| 31.01.2026 | AI Fintech Zocks Lands $45M Series B, Boosts Advisor Automation | Zocks, a San Francisco AI firm, just raised $45 million in Series B funding. Lightspeed and QED co-led the round. Total capital now stands at $65 million. Zocks' AI assistant helps financial advisors. It automates administrative tasks, savi... |
| 26.01.2026 | Zocks Raises $45M in Series B Funding | Zocks, a San Francisco, CA-based provider of a privacy-first AI platform for financial advisors, raised $45M in Series B funding
The round was co-led by Lightspeed Venture Partners and QED Investors, along with participation from Illuminate... |
| 26.01.2026 | Zocks raises $45 million | Zocks, Zocks
Founded: 2022
Headquarters: San Francisco, California, United States
Total Funding: $64.3M
See full company profile "> a San Francisco-based startup offering an AI assistant for financial advisers, has raised $45 millio... |
| 20.12.2025 | Trump Accounts Gain Massive Backing, Reshaping Children's Financial Future | New "Trump accounts" are transforming child savings. Government seed money, significant pledges from billionaires Michael Dell and Ray Dalio, and corporate matching fuel this initiative. These tax-advantaged accounts aim to build ... |
| 17.12.2025 | Trump accounts get funding from companies, philanthropists: Here’s who is eligible for the funds | On Wednesday, the White House announced additional support for Trump accounts, a type of tax-advantaged savings account for children.
Here’s what families need to know about who is eligible for the funding.
The White House unveiled new info... |
| 10.11.2025 | S&P 500 slides with tech shares under pressure: Live updates | The S&P 500 fell on Tuesday, pressured by declines in tech, following strong gains in the previous session.
The broad market index shed 0.3%, while the Nasdaq Composite lost 0.7%. The Dow Jones Industrial Average outperformed, rising 17... |
| 27.10.2025 | Bridge: $5.1 Million Seed Funding Raised For AI-Native Operating System For Private Markets | Bridge, an AI-native operating system designed for private markets allocators, announced that it has raised $5.1 million in seed financing led by Thicket Ventures, with participation from investors across the private equity and wealth manag... |
| 27.10.2025 | Bridge Closes $5.1M Seed Financing | Bridge, a NYC-based AI-native operating system purpose-built for private markets allocators, raised $5.1m in seed funding.
The company intends to use the funds to expand its team and accelerate its product rollout.
The round was led by Thic... |
| 03.09.2025 | Trading Day: 'September effect' makes early mark | Commentary
Rates & BondsTrading Day: 'September effect' makes early mark
Jamie McGeeverSeptember 2, 202510:49 PM UTCUpdated ago
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| 28.06.2025 | The Resurgence of the S&P 500: A Market Reawakening | The stock market is a living organism. It breathes, it pulses, and sometimes it even stumbles. Recently, the S&P 500 has risen from the ashes, fueled by strong corporate earnings and a sigh of relief over tariff fears. Investors have sh... |
| 27.06.2025 | S&P 500 record fueled by earnings strength, easing tariff fear | S&P 500 record fueled by earnings strength, easing tariff fear
By Lewis Krauskopf and Saqib Iqbal AhmedJune 27, 20258:58 PM UTCUpdated ago
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| 29.04.2025 | Altruist: $152 Million Series F Raised At About $1.9 Billion Valuation To Advance Innovation For RIAs | Altruist, a modern custodian for RIAs, announced $152 million in Series F funding led by GIC, a global institutional investor. Salesforce Ventures, Geodesic Capital, Baillie Gifford, Carson Family Office, ICONIQ Growth, and a select group o... |
| 24.04.2025 | Wall Street's Resilience Amid Trade Turbulence | Wall Street is a phoenix, rising from the ashes of uncertainty. On April 22, 2025, US stocks surged, fueled by a wave of quarterly earnings reports and whispers of easing US-China trade tensions. The three major indices—S&P 500, Nasdaq,... |
| 23.04.2025 | Wall Street bounces back as earnings take focus over tariff chaos | NEW YORK: US stocks rebounded on Tuesday (Apr 22) as a spate of quarterly earnings reports and hints at the de-escalation of US-China trade tensions brought buyers in from the sidelines.
A broad rally boosted all three major US indices by m... |
| 22.04.2025 | Altruist Raises $152M in Series F | Altruist, a Los Angeles, CA-based modern custodian for RIAs, raised $152m in Series F funding.
The round, which valued the company at approximately $1.9 billion, was led by GIC with participation from Salesforce Ventures, Geodesic Capital, ... |
| 08.04.2025 | Tariffs and Tensions: The Economic Tightrope of Trump's Second Term | The U.S. economy is a tightrope walker, balancing precariously between tariffs and growth. President Donald Trump’s recent tariff policies have sent shockwaves through Wall Street, igniting fears of a deepening market selloff. Investors are... |
| 07.04.2025 | Tariff-whipped Wall Street wonders: will Trump blink? | Tariff-whipped Wall Street wonders: will Trump blink?
By Davide BarbusciaApril 7, 20258:38 PM UTCUpdated ago
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| 12.03.2025 | Zocks: Revolutionizing Financial Advisory with AI-Powered Insights | In the bustling world of finance, where every second counts, Zocks emerges as a beacon of innovation. This San Francisco-based startup has recently secured $13.8 million in Series A funding, a significant leap towards transforming how finan... |
| 11.03.2025 | Zocks: $13.8 Million (Series A) Raised For AI-Based Client Intelligence For Financial Advisors | Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information and integrates with key business and records systems to accelerate workflows, announced it has raised a $13.8 mill... |
| 08.03.2025 | US jobs data calms market fears, but jitters on policy uncertainty dominate | US jobs data calms market fears, but jitters on policy uncertainty dominate
By Saqib Iqbal Ahmed and Laura MatthewsMarch 7, 202510:20 PM UTCUpdated ago
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| 04.01.2025 | Wall Street ends sharply higher with assist from tech; investors eye Trump policies | Wall Street ends sharply higher with assist from tech; investors eye Trump policies
By Stephen CulpJanuary 4, 202512:01 AM UTCUpdated ago
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| 01.01.2025 | Investors hope for US stock market trifecta in 2025 after back-to-back boom years | Investors hope for US stock market trifecta in 2025 after back-to-back boom years
By Lewis KrauskopfDecember 31, 202410:01 PM UTCUpdated ago
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| 18.10.2024 | From bitcoin to Mexican peso, ‘Trump trades’ are appearing again | U.S. MarketsUS Elections
Donald Trump
From bitcoin to Mexican peso, ‘Trump trades’ are appearing again
By Saqib Iqbal Ahmed and Suzanne McGeeOctober 18, 20242:18 PM UTCUpdated ago
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| 18.10.2024 | From bitcoin to Mexican peso, ‘Trump trades’ are appearing again | NEW YORK: Corners of financial markets that could feel the impact of a Donald Trump victory are stirring again, as the US presidential race tightens with less than three weeks until Election Day.
Assets ranging from small-cap stocks to bitc... |
| 14.10.2024 | Tesla Cybercab design puzzles experts | Tesla’s reveal of a robo-taxi designed as a low-slung, two-seater, sporty coupe — quite the opposite of a typical taxi with room for several passengers and luggage — has flummoxed investors and analysts.
CEO Elon Musk served up the cool des... |
| 12.10.2024 | Tesla's sporty, two-seater robotaxi design puzzles experts | Autos & TransportationADAS, AV & Safety
EV Battery
Sustainable & EV Supply Chain
Tesla's sporty, two-seater robotaxi design puzzles experts
By Abhirup Roy and Chris KirkhamOctober 12, 202410:05 AM UTCUpdated ago
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| 12.10.2024 | Analysis:Tesla's sporty, two-seater robotaxi design puzzles experts | Previous
Tesla CEO and X owner Elon Musk rides in Tesla's robotaxi at an unveilling event in Los Angeles, California, U.S. October 10, 2024 in this still image taken from video. Tesla/Handout via REUTERS
Tesla's robotaxi is seen at an unvei... |
| 11.09.2024 | Shifting election bets boost solar stocks, weigh on crypto after fiery debate | WealthUS Elections
Shifting election bets boost solar stocks, weigh on crypto after fiery debate
By Saqib Iqbal Ahmed, Suzanne McGee and Rae WeeSeptember 11, 202412:55 PM UTCUpdated ago
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| 29.08.2024 | Nvidia's Forecast: A Storm on the Horizon | Nvidia, the titan of chip manufacturing, recently faced a tempest. Its quarterly forecast fell short of the sky-high expectations set by investors. This disappointment sent shockwaves through the tech sector, causing Nvidia's shares to plum... |
| 29.08.2024 | Nvidia fails to impress growth-hungry investors | Nvidia CEO Jensen Huang. Image: Nvidia
Nvidia’s quarterly forecast on Wednesday failed to meet lofty expectations of investors who have driven a dizzying rally in its stock as they bet billions on the future of generative artificial intelli... |
| 28.03.2024 | A recession indicator flashing red for 23 straight months just reversed — and that's great news for stocks | Economy A recession indicator flashing red for 23 straight months just reversed — and that's great news for stocks
Matthew Fox
2024-03-28T16:50:30Z
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| 23.06.2023 | The housing market suggests that the US economy dodged the recession bullet and is poised for more growth ahead | Recent strength in the housing market suggests the US economy may have dodged a recession, according to Carson Group.
Housing starts surged nearly 22% in May while building permits also rose, indicating builders are confident about demand.
... |
| 21.06.2023 | 3 reasons why the stock market could hit a record high by the end of the year | There are three reasons why the stock market could surge to record highs by the end of 2023.
One reason is the fact that market breadth has improved in recent weeks, according to Carson Group's Ryan Detrick.
"The S&P 500 Advance-De... |
| 09.06.2023 | The bear market in stocks has officially ended and a new bull market has kicked off. Here's why investors can expect more gains ahead. | A new bull market has arrived on Wall Street after the S&P 500 rallied 20% from its October low.
The rally ended what turned into the longest bear market since 1948, when stocks fell 25%.
A resilient economy and solid corporate earnings... |
| 24.05.2023 | These 2 bullish indicators just flashed and point to a higher stock market going forward, research firm says | Two bullish indicators just flashed, suggesting a continued rally in the stock market, according to the Carson Group's Ryan Detrick.
Detrick highlighted better-than-expected first-quarter earnings and a rising 200-day moving average.
"... |
| 20.05.2023 | Americans view gold as a better investment than stocks for the first time since 2013. Here's why that's a good sign for the stock market. | More Americans view gold as a better investment than stocks for the first time since 2013.
That's a good sign for the stock market, according to the Carson Group's Ryan Detrick.
"From a contrarian point of view, this is another reason ... |
| 13.04.2023 | De-dollarization has started, but the odds that China's yuan will take over are 'profoundly unlikely to essentially impossible' | De-dollarization has begun as recent trade deals elevate other currencies, Peter Earle wrote.
But the dollar is likely to remain a top global currency, according to the economist.
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De-dollarization has begun as recent trade dea... |
| 11.04.2023 | De-dollarization concerns are a 'huge nothingburger' as alternatives like China's yuan are too tightly controlled, Chamath Palihapitiya says | The growing use of yuan does not signal the end to the dollar's dominance, Chamath Palihapitiya said.
The yuan's use has been expanding in global markets, as China looks to take on US financial strength.
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Growing uncertainty ab... |
| 07.04.2023 | An under-the-radar stock market indicator is pointing to more gains ahead | An under-the-radar stock market indicator just flashed, suggesting more upside ahead.
The December Low indicator occurs when the S&P 500 stays above its December low throughout the first quarter.
"It would be quite abnormal to expe... |
| 06.04.2023 | There are 3 big reasons why the dollar's dominance against other currencies won't be waning anytime soon | The US dollar will not lose its dominance to other currencies, according to the Carson Group.
Recent actions by Russia and China have led some to speculate that the US dollar is at risk of losing its reserve currency status.
"The US do... |
| 02.04.2023 | The stock market is facing a 'pain trade' that suggests the latest rally will extend into April | The stock market has a knack for doing the opposite of what most people think it will do, and that's what's playing out right now.
Despite the bank failures and more interest rate hikes from the Fed, stocks are moving higher.
The rally coul... |
| 21.02.2023 | Barnabas Capital Partners with Carson Group to Provide Structured Notes Distribution | CORNELIUS, NC, USA , February 21, 2023 /EINPresswire.com/ -- Barnabas Capital, LLC, a premier structured notes wholesale and distribution company, and Carson Group, a leading financial advisory firm and financial advisor platform, have anno... |
| 12.02.2023 | Want the S&P 500 to gain 10% this year? A Super Bowl win by the Philadelphia Eagles may be your best bet | The Philadelphia Eagles and the Kansas City Chiefs will face off in Super Bowl LVII on Sunday in Arizona.
An analyst said historic data suggests a win by an NFC team will produce a 10% return for the S&P 500 this year.
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A w... |
| 18.01.2023 | The stock market is on the verge of a rare bullish trifecta that suggests big upside ahead | US stocks could be on the verge of a rare bullish trifecta that signals more upside ahead, according to Carson Group's Ryan Detrick.
To complete the trifecta, the S&P 500 needs to generate a positive return in the month of January.
&quo... |
| 10.01.2023 | Vestwell Joins Forces with Carson Group to Launch Carson Complete 401(k) | “We are thrilled to launch Carson Complete 401(k) and partner with a leader in the advisor-sold small plan market,” said Jamie Hopkins, managing partner of wealth solutions for Carson Group.
NEW YORK (PRWEB) January 10, 2023
Today, Vestwell... |
| 20.07.2021 | Carson Group Welcomes Ana Trujillo Limón as Director, Coaching and Advisor Content | |
| 25.05.2016 | Wealth Management Services Provider Carson Group Holdings Raises $35m Minority Investment | Carson Group Holdings, an Omaha, Nebraska-based provider of wealth management services to financial advisors and clients, raised $35m minority investment.
The investment was led by Long Ridge Equity Partners with participation from key memb... |
| - | Could an Eagles Super Bowl victory tank the stock market? History says yes, but logic says no | As one of CNBC’s resident Eagles fans, I was appalled to open my inbox earlier this week to find an email chain with the subject line, “Why the Bulls Hate the Birds.”
Circulating among my colleagues was data from Carson Group chief market s... |
| - | 40% of investors are considering this money move after the election: It may cost them ‘really great gains,’ says market strategist | If this week’s presidential election has you nervously eyeing your finances, you’re not alone. Some 57% of investors say they’re anxious about the race, according to a recent survey from Betterment — and roughly 40% say they plan to move or... |
