Equities

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What advisors need to know as Trump and Xi meet this week
EQUITIES SEP 21, 2026
What advisors need to know as Trump and Xi meet this week

AI, trade, and critical minerals are all on the table as the two leaders sit down Thursday — here's what could move markets.

By James Rogers
Paramount in advanced settlement talks over $81 billion Warner Bros. deal
EQUITIES SEP 21, 2026
Paramount in advanced settlement talks over $81 billion Warner Bros. deal

From a $1.5 billion California production pledge to possible cable channel sales and a CNN oversight board, the terms of a potential deal are taking shape.

By Steve Randall
The Fed just hiked rates for the first time in 3 years. Is this just the start?
EQUITIES SEP 18, 2026
The Fed just hiked rates for the first time in 3 years. Is this just the start?

Macquarie now expects 50 more basis points of hikes by early 2027 — but not everyone agrees the Fed is done reacting to oil.

By James Rogers
Direct investing gains ground as RIAs question stacked SPV access
EQUITIES SEP 17, 2026
Direct investing gains ground as RIAs question stacked SPV access

As companies stay private longer, RIAs debate whether layered fund structures or direct stakes better serve client portfolios and access

By Gregg Greenberg
Robinhood enters IPO underwriting, opening access for RIAs
EQUITIES SEP 16, 2026
Robinhood enters IPO underwriting, opening access for RIAs

Robinhood Securities joined Oura's underwriting syndicate as TradePMR expands pre-market IPO access for independent advisors.

By Andrew Cohen
Fed under Warsh hands down unanimous September rate decision
EQUITIES SEP 16, 2026
Fed under Warsh hands down unanimous September rate decision

The Federal Reserve chaired by Trump nominee Kevin Warsh has opted to hike for the first time in three years.

By James Rogers
Advisors tell AI equity holders: plan before the IPO, not after
EQUITIES SEP 16, 2026
Advisors tell AI equity holders: plan before the IPO, not after

With Anthropic's IPO nearing, wealth managers say concentrated stock planning works best well before shares start trading

By Gregg Greenberg
Is the stock market still the best way to build wealth? Investors are split
EQUITIES SEP 16, 2026
Is the stock market still the best way to build wealth? Investors are split

New DealMaker survey finds most Americans want into private deals but don't know how to invest.

By Steve Randall
AI capex and rising real yields reshape advisor asset allocation
EQUITIES SEP 16, 2026
AI capex and rising real yields reshape advisor asset allocation

FTSE Russell's September 2026 report finds investors navigating a barbell market adding AI-linked growth assets while loading up on high-quality fixed income.

By Steve Randall
US national debt hits $40 trillion as advisors weigh portfolio risk
EQUITIES SEP 14, 2026
US national debt hits $40 trillion as advisors weigh portfolio risk

Advisors say fiscal deficits are reshaping bond duration decisions and Treasury allocations even as stocks reach record highs

By Gregg Greenberg
Anthropic, OpenAI IPO paths diverge as firms sound alarm bells for civilization
EQUITIES SEP 14, 2026
Anthropic, OpenAI IPO paths diverge as firms sound alarm bells for civilization

Sam Altman says market debut would be ‘ill-advised’ but Anthropic chases a $2 trillion valuation despite calls for AI development pause.

By Steve Randall
Dell family office nears $7.7B Baldwin Insurance take-private deal
EQUITIES SEP 14, 2026
Dell family office nears $7.7B Baldwin Insurance take-private deal

DFO Management is in advanced talks to acquire the Tampa-based insurance brokerage at a premium to its current market value.

By Steve Randall
Core inflation comes in hotter than expected. Fed rate hike looks inevitable
EQUITIES SEP 11, 2026
Core inflation comes in hotter than expected. Fed rate hike looks inevitable

The latest CPI data is casting a long shadow over next week’s meeting of the Federal Open Market Committee

By James Rogers
PPI comes in as expected, but rate-hike odds climb ahead of Fed meeting
EQUITIES SEP 10, 2026
PPI comes in as expected, but rate-hike odds climb ahead of Fed meeting

Wholesale prices rose in line with forecasts, but traders are now pricing in higher odds of a rate hike next week — with Friday's CPI report likely to be the deciding factor

By James Rogers
US dividend growth hits 8.7% in Q2 as AI cash flows surge
EQUITIES SEP 10, 2026
US dividend growth hits 8.7% in Q2 as AI cash flows surge

Capital Group's Q2 2026 report shows corporate payouts rising globally, with tech and financials leading shareholder returns.

By Steve Randall
Advisors eye ETFs as market leadership broadens beyond mega-caps
EQUITIES SEP 09, 2026
Advisors eye ETFs as market leadership broadens beyond mega-caps

Advisors weigh where to add exposure as earnings growth broadens beyond mega-cap technology leaders, ETF strategists say

By Gregg Greenberg
AI unicorn startups attract record venture capital in 2026
EQUITIES SEP 09, 2026
AI unicorn startups attract record venture capital in 2026

Nearly one in four newly minted billion-dollar startups this year operates in artificial intelligence, reshaping private market opportunity for advisors.

By Steve Randall
Global shipping fragmentation poses growing portfolio risk
EQUITIES SEP 08, 2026
Global shipping fragmentation poses growing portfolio risk

A coalition of 18 governments warns that global supply chains and energy markets are under pressure from the fragmentation of global shipping.

By Steve Randall
Canada's retaliatory tariffs go live as Trump hits out at Bombardier
EQUITIES SEP 08, 2026
Canada's retaliatory tariffs go live as Trump hits out at Bombardier

Ottawa's dollar-for-dollar retaliation covers hundreds of US product categories worth $27.6 billion in annual imports.

By Steve Randall
Equal-weight S&P 500 fund breaks $100 billion mark as advisors diversify
EQUITIES SEP 04, 2026
Equal-weight S&P 500 fund breaks $100 billion mark as advisors diversify

Advisors are rethinking mega-cap concentration risk as the rally in the equal-weight S&P 500 ETF forces a fresh conversation about intentional diversification.

By Gregg Greenberg