Equities

Displaying 3323 results
Wealth managers see gold and silver shining again in 2026
EQUITIES DEC 10, 2025
Wealth managers see gold and silver shining again in 2026

Financial advisors explain why they are looking for another strong performance for precious metals in the coming year.

By Gregg Greenberg
Paramount challenges Netflix with hostile bid for Warner Bros. Discovery
EQUITIES DEC 08, 2025
Paramount challenges Netflix with hostile bid for Warner Bros. Discovery

Netflix’s $83B deal could face significant regulatory hurdles as Trump says he'll 'be involved' but Paramount believes its rival bid will pass scrutiny

By Steve Randall
Advisors expect healthy gains – but not smooth sailing – for stocks in 2026
EQUITIES DEC 08, 2025
Advisors expect healthy gains – but not smooth sailing – for stocks in 2026

Most advisors see double-digit upside for the S&P 500 next year, as well as risks of a correction, at least two Fed cuts, and geopolitical uncertainty.

By Leo Almazora
Todd Combs exits Berkshire for JPMorgan role steering $10B security push
EQUITIES DEC 08, 2025
Todd Combs exits Berkshire for JPMorgan role steering $10B security push

Combs’ move to the banking giant's new Security and Resiliency Initiative reshapes leadership at Berkshire Hathaway as Warren Buffett's retirement draws near.

By Leo Almazora
Motley Fool Wealth Management to join Apollon in 2026 deal
EQUITIES DEC 08, 2025
Motley Fool Wealth Management to join Apollon in 2026 deal

Client services will be broadened under the new partnership

By Steve Randall
US markets could advance in 2026 despite headwinds, says RBC Wealth Management
EQUITIES DEC 05, 2025
US markets could advance in 2026 despite headwinds, says RBC Wealth Management

Banking group sees room for stock and economic growth, even with caution advised.

By Steve Randall
Financial advisors wonder how the US-China relationship will impact investors in 2026
EQUITIES DEC 03, 2025
Financial advisors wonder how the US-China relationship will impact investors in 2026

The relationship between the US and China was turbulent in 2025. Wealth managers weigh in on how it will affect their client portfolios in the coming year.

By Gregg Greenberg
Wealthfront seeks $485M in IPO as robo platforms vie for younger investors
EQUITIES DEC 02, 2025
Wealthfront seeks $485M in IPO as robo platforms vie for younger investors

With nearly $90 billion in client assets, the Palo Alto-based fintech is eyeing an addressable market of digital natives projected to reach $140 trillion by 2045.

By Leo Almazora
Where will wealth managers find safe havens in 2026?
EQUITIES DEC 02, 2025
Where will wealth managers find safe havens in 2026?

Gold and foreign stocks have provided shelter for advisors worried about volatility and valuations this year. But where do they expect to find safety in 2026?

By Gregg Greenberg
Texting Santa! Wealth managers reveal their technology wish lists for 2026
TECHNOLOGY DEC 01, 2025
Texting Santa! Wealth managers reveal their technology wish lists for 2026

Financial advisors say AI tools will be on their shopping lists for the coming year. They also discuss which technologies might not make the cut.

By Gregg Greenberg
Advisors remain positive despite murky market environment
EQUITIES NOV 25, 2025
Advisors remain positive despite murky market environment

An increasingly uncertain economy mixed with a Federal Reserve on the fence is decreasing visibility for wealth managers – yet they remain optimistic.

By Gregg Greenberg
Institutional investors bracing for choppy 2026: Natixis
EQUITIES NOV 25, 2025
Institutional investors bracing for choppy 2026: Natixis

Survey reveals plans to hedge across active strategies, alternatives, and defensive equities amid emerging AI fears and recession risks.

By Leo Almazora
Americans to increase holiday spending to $2,800 despite mounting financial pressures
EQUITIES NOV 25, 2025
Americans to increase holiday spending to $2,800 despite mounting financial pressures

Consumers brace for higher costs as holiday spending climbs nearly 60% from last year.

By Steve Randall
Financial advisors assess risks, rewards of investing in infrastructure
EQUITIES NOV 24, 2025
Financial advisors assess risks, rewards of investing in infrastructure

Wealth managers are allocating more client dollars to infrastructure investments, both public and private, thanks to the explosion of AI.

By Gregg Greenberg
Asset managers brace for margin pressure as industry swells to $200 trillion, PwC warns
EQUITIES NOV 24, 2025
Asset managers brace for margin pressure as industry swells to $200 trillion, PwC warns

Even with continued profits in private markets, report projects just two-fifths of firms are set to thrive by 2030 amid chronic cost challenges.

By Bloomberg
Bessent says overall US recession is not ahead, predicts 'very strong' 2026
EQUITIES NOV 24, 2025
Bessent says overall US recession is not ahead, predicts 'very strong' 2026

Treasury Secretary defends administration's economic strategy, acknowledges sectoral downturns.

By Steve Randall
How advisors create financial plans when they don't manage all a client's assets
EQUITIES NOV 21, 2025
How advisors create financial plans when they don't manage all a client's assets

Wealth managers often have to create holistic financial plans without having all a client's assets under their management. This is how they do it.

By Gregg Greenberg
Advisors warm up to emerging energy plays in client portfolios
EQUITIES NOV 20, 2025
Advisors warm up to emerging energy plays in client portfolios

Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.

By Gregg Greenberg
Buffett’s Alphabet blessing puts valuation paradox back in focus
EQUITIES NOV 20, 2025
Buffett’s Alphabet blessing puts valuation paradox back in focus

With its historically lofty price relative to earnings, the Google parent's future leadership in search and AI is once again a burning question.

By Bloomberg
What does Goldman Sachs see as the big themes for 2026?
EQUITIES NOV 20, 2025
What does Goldman Sachs see as the big themes for 2026?

Firm's senior investment leaders have been speaking at a roundtable.

By Steve Randall