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Advisor-centric product design reshapes distribution strategies in 2026
PRACTICE MANAGEMENT MAR 12, 2026
Advisor-centric product design reshapes distribution strategies in 2026

Mary Mock, head of distribution at Touchstone Investments, tells InvestmentNews how asset managers are pivoting.

By Steve Randall
DPL rolls out new Annuity Review tool for fee-based RIAs
RETIREMENT PLANNING MAR 12, 2026
DPL rolls out new Annuity Review tool for fee-based RIAs

After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.

By Leo Almazora
Morgan Stanley, JPMorgan turn cautious on private credit as redemptions surge
ALTERNATIVES MAR 12, 2026
Morgan Stanley, JPMorgan turn cautious on private credit as redemptions surge

North Haven fund limits quarterly repurchases as banks cut leverage and mark down software loans

By Leo Almazora
Fund industry’s top performers clinch honors at Lipper awards
MUTUAL FUNDS MAR 12, 2026
Fund industry’s top performers clinch honors at Lipper awards

Fidelity and Franklin Templeton were big winners at the awards, which celebrate the industry’s top funds and fund management firms.

By James Rogers
Advisors may be watching the war, but market's tariff troubles remain
EQUITIES MAR 12, 2026
Advisors may be watching the war, but market's tariff troubles remain

The Supreme Court slapped down Trump's tariffs, but advisors and investors are not done contending with the battle between the two governmental branches.

By Gregg Greenberg
Advisors prioritize customization, alternatives as ETF momentum reshapes 2026 strategies
ALTERNATIVES MAR 12, 2026
Advisors prioritize customization, alternatives as ETF momentum reshapes 2026 strategies

Demand for tailored portfolios, tax efficiency and new vehicles is driving asset-manager focus.

By Steve Randall
Oil jumps despite historic reserve release as war fears tighten supply
ALTERNATIVES MAR 11, 2026
Oil jumps despite historic reserve release as war fears tighten supply

Markets shrug off 400M-barrel plan, betting geopolitical risks will outweigh emergency stock draw.

By Steve Randall
Latest CPI data holds steady. This is what it means for advisors
EQUITIES MAR 11, 2026
Latest CPI data holds steady. This is what it means for advisors

The latest CPI data, a key inflation metric, came in in line with expectations Wednesday, but rising energy costs from the Iran conflict are casting a long shadow.

By James Rogers
More advisors talk about the market risks of a protracted conflict
EQUITIES MAR 11, 2026
More advisors talk about the market risks of a protracted conflict

Wealth managers say the longer the Iran war goes on, the greater the risk to the market. Here's what they are watching.

By Gregg Greenberg
 Income ETFs move beyond simple covered calls as issuers ‘overlay everything’ says Tidal’s Aga Kuplinska
ETFS MAR 11, 2026
Income ETFs move beyond simple covered calls as issuers ‘overlay everything’ says Tidal’s Aga Kuplinska

$45B AUM firm’s SVP of product development explains the shift in income ETFs.

By Steve Randall
AI, private credit and secondaries set to reshape portfolios, says Hamilton Lane
ALTERNATIVES MAR 11, 2026
AI, private credit and secondaries set to reshape portfolios, says Hamilton Lane

A surge in AI investment, expanding private credit markets and persistent liquidity constraints are creating structural shifts in private markets.

By Steve Randall
Oil rollercoaster as a proclamation and a deleted message fuel volatility
ALTERNATIVES MAR 10, 2026
Oil rollercoaster as a proclamation and a deleted message fuel volatility

Trump signals possible de-escalation while a now-deleted post from Washington jolts crude markets.

By Steve Randall
Bill Ackman revives plan for dual NYSE listing tied to Pershing Square USA
EQUITIES MAR 10, 2026
Bill Ackman revives plan for dual NYSE listing tied to Pershing Square USA

A $2.8 billion anchor book is already in place as the outspoken hedge-fund investor looks to broaden distribution beyond institutions.

By Leo Almazora
Investors are sculpting art collections focused on quality as market rebounds
ALTERNATIVES MAR 09, 2026
Investors are sculpting art collections focused on quality as market rebounds

Report paints a picture of a recovering market as US art auction sales jump 23%.

By Steve Randall
Northwestern Mutual: ‘Financially behind’ young investors turn to prediction markets, sports betting
EMERGING MARKETS MAR 09, 2026
Northwestern Mutual: ‘Financially behind’ young investors turn to prediction markets, sports betting

While Robinhood fully embraces prediction markets, Schwab CEO Rick Wurster says he’s “absolutely open” to integrating trades on employment or inflation predictions instead of current markets dominated by sports events.

By Andrew Cohen
Lipper awards set to highlight fund industry stars
MUTUAL FUNDS MAR 09, 2026
Lipper awards set to highlight fund industry stars

“It's going to be an amazing event,” Brandon Adkins, head of Lipper North America Research at the London Stock Exchange Group, told InvestmentNews.

By James Rogers
Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’
EQUITIES MAR 09, 2026
Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

Supply fears spike as G7 weighs emergency oil reserves to stabilize global energy markets.

By Steve Randall
A slew of negative news has anxious clients calling their advisors. Here is how they are responding
EQUITIES MAR 09, 2026
A slew of negative news has anxious clients calling their advisors. Here is how they are responding

Sinking stocks, rising oil prices and a poor jobs number has given investors a jolt. Here is how wealth managers are calming client nerves.

By Gregg Greenberg
Raising the bar: What ‘IPO-ready’ means for middle-market companies in 2026
ALTERNATIVES MAR 09, 2026
Raising the bar: What ‘IPO-ready’ means for middle-market companies in 2026

BDO's Robert Trinchetto shares his insights with InvestmentNews.

By Steve Randall
'Ugly’ jobs data comes in worse than expected. This is what it means for advisors
EQUITIES MAR 06, 2026
'Ugly’ jobs data comes in worse than expected. This is what it means for advisors

"Today’s data signals the economy is entering a slower phase," said Gina Bolvin, president of Bolvin Wealth Management Group.

By James Rogers