FA Alpha Daily:
Weekly Digest
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Happy Friday! 

Earnings season continues. 

Microsoft (MSFT) recently made market history earlier this week. Meanwhile, the RIA space is poised to see a record year for dealmaking as M&A activity in the industry continues to pick up steam.

And amid all this, Wall Street closed higher amid slowing growth.

We will cover those topics and more in today’s Weekly Digest.

So without further ado, let’s get into it…

In case you missed out, here’s are the articles we published over the past few days: 👇

➡️ The Fed has decided to keep the rates steady following the latest FOMC meeting. Here’s why keeping rates flat was the strongest decision in the first place.

➡️ The software sector has continued to face pressure as investors continue to remain cautious about AI’s impact on the industry. That said, this software firm may be better positioned than the market expects.

➡️ Building a successful financial advisory practice takes more than technical expertise—it requires advisors to think like marketers as well.

➡️ With today’s headlines warning of a bubble and market overvaluation, reaching out to prospects becomes more challenging. Here’s how advisors can reach out to prospects more effectively in this kind of environment.

Meanwhile, here are other pieces of news that made the headlines this week: 

• Microsoft (MSFT) made history earlier this week as it added around $450 billion to its market value as its shares rose 16%—the company’s highest gain since October 2008.

• Dealmaking in the RIA space continues to pick up momentum, setting up M&As in the industry for a record year.

• Cooling inflation numbers helped Wall Street close higher amid slower growth.

That’s all for today’s Weekly Digest. See you next week!

Best regards,

Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research

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