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Wells Fargo Investment Institute warns that US debt trajectory is serious, but not a crisis yet
FIXED INCOME MAY 14, 2026
Wells Fargo Investment Institute warns that US debt trajectory is serious, but not a crisis yet

Washington's borrowing binge is unsustainable long-term, but Treasuries remain a cornerstone of global portfolios.

By Steve Randall
Has Warsh just been given a poisoned chalice?
EQUITIES MAY 13, 2026
Has Warsh just been given a poisoned chalice?

Balance sheet risk and sticky inflation rewrite the rate-cut playbook for RIAs.

By Matthew Sellers
PPI data comes in much hotter than expected. This is what the inflation spike means for advisors
EQUITIES MAY 13, 2026
PPI data comes in much hotter than expected. This is what the inflation spike means for advisors

The spike in the latest PPI data was the largest 12-month increase since December 2022.

By James Rogers
BlackRock says bond investors can earn 6%+ as geopolitical shocks reshape markets
FIXED INCOME MAY 13, 2026
BlackRock says bond investors can earn 6%+ as geopolitical shocks reshape markets

Asset manager urges “dynamic patience” as higher yields and wider dispersion boost active fixed income.

By Steve Randall
April budget surplus falls short as refunds dent tax season gains
FIXED INCOME MAY 12, 2026
April budget surplus falls short as refunds dent tax season gains

A $43 billion drop in the federal surplus signals that new tax breaks are reshaping how much Washington collects – and keeps.

By Leo Almazora
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs
EQUITIES MAY 12, 2026
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs

“Our corporations are in a great position and that feeds the economy,” said Lindsay Rosner, head of multi-sector investing at Goldman Sachs.

By James Rogers
Is $100 billion the new normal for quarterly annuity sales?
RETIREMENT PLANNING MAY 12, 2026
Is $100 billion the new normal for quarterly annuity sales?

The latest preliminary data release from LIMRA show advisors leaning into RILAs, income annuities and protection strategies as clients put certainty over yield.

By Leo Almazora
The latest CPI data came in pretty hot. This is what it means for advisors
EQUITIES MAY 12, 2026
The latest CPI data came in pretty hot. This is what it means for advisors

CPI, an important measure for inflation, increased 3.8% over the last 12 months.

By James Rogers
What do rising home prices and stabilizing sales mean for your clients’ wealth plans?
ALTERNATIVES MAY 12, 2026
What do rising home prices and stabilizing sales mean for your clients’ wealth plans?

April sales edge higher while data points to broadening home-price momentum.

By Steve Randall
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors
EQUITIES MAY 11, 2026
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors

Former Fed Governor Kevin Warsh has been nominated by President Donald Trump to succeed Jerome Powell as Fed Chair.

By James Rogers
Cracks widen in private credit as Apollo weighs $3B fund sale
ALTERNATIVES MAY 11, 2026
Cracks widen in private credit as Apollo weighs $3B fund sale

Rising defaults, investor redemptions and AI-driven loan markdowns are straining business development companies across the industry.

By Leo Almazora
Franklin Templeton expands alts push with model portfolio launch on Corastone network
ALTERNATIVES MAY 11, 2026
Franklin Templeton expands alts push with model portfolio launch on Corastone network

The global asset manager and the self-styled private markets hyperscaler are making it easier for advisors to diversify portfolios at speed and at scale.

By Leo Almazora
Private markets face retail reset as firms push for greater transparency
ALTERNATIVES MAY 11, 2026
Private markets face retail reset as firms push for greater transparency

Apollo explores $3 billion fund sale, KKR shrugs off turmoil, and new data tools aim to reassure investors.

By Steve Randall
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan
EQUITIES MAY 11, 2026
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan

Oil market along with inflation concerns remain escalated as tension remains.

By Steve Randall
AI M&A surges as software captures nearly three-quarters of North American deals
ALTERNATIVES MAY 11, 2026
AI M&A surges as software captures nearly three-quarters of North American deals

S&P Global report shows AI transactions hit record levels, with software dominating investor interest.

By Steve Randall
Morningstar, Perplexity, and Plaid are reshaping how advisors research investments
ALTERNATIVES MAY 08, 2026
Morningstar, Perplexity, and Plaid are reshaping how advisors research investments

New AI integrations, which also includes intelligence from Pitchbook, is pushing advisor-grade investment data directly into the tools financial professionals already use.

By Leo Almazora
VanEck launches 'WARP' space ETF to tap into exploration and satellite boom
ETFS MAY 08, 2026
VanEck launches 'WARP' space ETF to tap into exploration and satellite boom

“Space is becoming a distinct and investable theme,” said VanEck Product Manager Nick Frasse.

By James Rogers
Jobs data comes in strong, crushing estimates. This is what it means for advisors
EQUITIES MAY 08, 2026
Jobs data comes in strong, crushing estimates. This is what it means for advisors

“The economy is so much better than what the doom crew has been saying," said Chris Zaccarelli, chief investment officer for Northlight Asset Management.

By James Rogers
ProShares touts new ‘Aristocrats’ ETF targeting S&P 500 buyback kings
ETFS MAY 07, 2026
ProShares touts new ‘Aristocrats’ ETF targeting S&P 500 buyback kings

The ProShares S&P 500 Buyback Aristocrats ETF aims to ride corporate America’s share repurchase wave.

By James Rogers
ETFs win the wrapper war as advisors and RIAs pull away from mutual funds
ETFS MAY 07, 2026
ETFs win the wrapper war as advisors and RIAs pull away from mutual funds

Advisor ETF preference has climbed to 60% from 53% in 2022, while mutual fund selection has halved – and RIA portfolio data show the shift is only deepening.

By Leo Almazora