Wealth managers are adjusting portfolios early in 2026 to contain concentration risk stemming from the Magnificent 7.
U.S. military action in Venezuela may have been shocking, but has it caused financial advisors to make any outsized portfolio changes?
Investors are likely to accelerate scrutiny of the firm’s growth narrative after late Thursday warning.
Trade growth persists amid geopolitical splintering; report suggests advisors must recalibrate risk and allocations.
Survey shows stronger optimism among PE firms and companies fueling broader 2026 deal pipeline.
Healthcare stocks picked up steam starting in mid-2025 after a slow start. Financial advisors believe low rates and M&A will keep the sector moving higher in 2026.
Bank stocks provided outsized returns in 2025 and wealth managers believe M&A and Fed rate cuts will drive the sector higher again in 2026.
Report suggests that AI’s rise, regulatory shifts and tokenization will reshape trading, yield and institutional strategies.
Who else were market winners from the arrest of Venezuela’s president?
Advisors react to short-term sentiment after action in Venezuela sparks risk-on moves for big oil names.
Behind the chatbot hype, Morningstar highlights a surge in AI-related capex, questions around execution, and stealth portfolio exposures for equity investors.
The most clustered forecasts in nearly a decade have some market watchers raising alarms about potential vulnerabilities and complacency in the markets.
Wells Fargo Investment Institute president explains the forces he believes will drive growth, volatility, and returns in the year ahead
A new study shows there is a lot more room for private market assets in client portfolios and wealth managers expect to make progress filling that space in 2026.
Economic growth and investment accelerate, but lofty valuations temper expectations for US equities.
Premium income ETFs saw huge inflows in 2025 and wealth managers expect that to continue in the coming year as investors seek steady cash flows and low volatility.
Financial advisors explain why they are looking for another strong performance for precious metals in the coming year.
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
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.
Combs’ move to the banking giant's new Security and Resiliency Initiative reshapes leadership at Berkshire Hathaway as Warren Buffett's retirement draws near.
