New data reveals retail investors adopt thoughtful strategies, diversified holdings and macro awareness.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
Wednesday’s jobs report showed a more robust labor market than feared
Strong deposits, asset growth, and product breadth position platform for continued scale in 2026.
EPA expected to scrap Obama-era ‘endangerment finding’ on greenhouse gases.
Latest sentiment barometers show mixed opinions on how well 2026 is progressing.
Fragmented market leadership and uneven valuations push advisors to rethink global equity allocations in 2026.
Even with stronger-than-expected quarterly results, markets are punishing the "poster child for the AI-killing-software narrative" while keeping the faith in Oracle, Microsoft, and Nvidia.
Research widens revenue range to $10B, highlighting complexity, consolidation and digital-first models.
Steep losses in digital assets, alongside a pullback in growth names, are forcing investors to revisit how much volatility they can stomach.
Software rivals are not the only businesses that could be impacted, leading to questions for portfolio managers.
Magnificent 7 firm reports earnings after the closing bell but extends AI concerns
Robust earnings overshadowed as software and AI stocks plunge, leaving advisors to rethink tech exposure.
His exit from the Council of Economic Advisers ends a rare dual role that had raised fresh questions about the Fed’s independence and the Trump administration’s grip on monetary policy.
The January jobs report may be pushed back due to the partial government shutdown, but that doesn't mean wealth managers don't have it on their minds.
Selloff grips legal tech and software names with investors reassessing software, private credit, and AI‑exposed holdings across public and private markets.
SpaceX acquires xAI which could move IPO closer, but investors were anticipating a deal including the EV maker.
Wall Street futures slide while precious metals erase trillions in value following the pick of Kevin Warsh to lead the Federal Reserve.
Value stocks have outperformed growth in January. But can they do it for the entire year? Wealth managers weigh in.
Magnificent 7 shares are firmly in the spotlight this week as firms unveil earnings, plans
