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Oil spikes and Iran conflict rattles stocks as markets reassess risk
EQUITIES MAR 03, 2026
Oil spikes and Iran conflict rattles stocks as markets reassess risk

Surging oil prices, rising bond yields, and headlines of escalating tensions in the Middle East are pressuring stocks and testing the “buy-the-dip” playbook.

By Leo Almazora
Energy stocks offer a hedge against market volatility, advisors say
ALTERNATIVES MAR 03, 2026
Energy stocks offer a hedge against market volatility, advisors say

Wealth managers are not aggressively changing client portfolios in response to the Iran war, but they are using energy shares as a hedge.

By Gregg Greenberg
Jamie Dimon: Iran tensions unlikely to spur lasting inflation, warns of credit and cyber risks
EQUITIES MAR 03, 2026
Jamie Dimon: Iran tensions unlikely to spur lasting inflation, warns of credit and cyber risks

JPMorgan CEO says conflict impact will be limited if it is short-lived. IMF says it’s too early to assess the impact on global economy.

By Steve Randall
It’s not just wealthy Americans who are investing, new research shows
EQUITIES MAR 02, 2026
It’s not just wealthy Americans who are investing, new research shows

Low- and moderate-income households drive post-2020 surge in retail investing.

By Steve Randall
ETFs on track for $35 trillion as advisors eye active, digital asset boom
ETFS MAR 02, 2026
ETFs on track for $35 trillion as advisors eye active, digital asset boom

Global survey shows retail surge, AI adoption and tokenization reshaping ETF playbook.

By Steve Randall
Gotta catch them all? Record Pokemon card auction raises fresh questions for collectibles
ALTERNATIVES MAR 02, 2026
Gotta catch them all? Record Pokemon card auction raises fresh questions for collectibles

Following the historic $16.5 million “Pikachu Illustrator” sale, top advisor Tom Ruggie sees potential risks in the trading card market, with "artificial scarcity" giving rise to FOMO and a possible speculative bubble.

By Leo Almazora
Fidelity earnings surge as bull market, retail trading power growth
ETFS MAR 02, 2026
Fidelity earnings surge as bull market, retail trading power growth

The Boston-based investment giant’s latest snapshot shows strong gains in operating income, trading activity, and ETF assets.

By Leo Almazora
The Iran war has roiled markets and sent oil prices surging. But these are the reasons why advisors shouldn't be spooked
EQUITIES MAR 02, 2026
The Iran war has roiled markets and sent oil prices surging. But these are the reasons why advisors shouldn't be spooked

"The most likely outcomes are manageable," said Adrian Helfert, chief investment officer of multi-asset strategies at Westwood, as the markets and oil prices react to the escalating Iran war.

By James Rogers
Janus Henderson’s Adam Hetts considers what’s ahead for markets as Iran conflict escalates
EQUITIES MAR 02, 2026
Janus Henderson’s Adam Hetts considers what’s ahead for markets as Iran conflict escalates

Global head of multi-asset gives first reaction to the latest Middle East tensions.

By Steve Randall
Markets shift into defense mode as Iran conflict jolts oil, equities and trading oversight debate
EQUITIES MAR 01, 2026
Markets shift into defense mode as Iran conflict jolts oil, equities and trading oversight debate

Safe-haven demand rises as oil disruption fears grow and prediction markets face scrutiny.

By Steve Randall
Latest inflation data comes in hotter than expected. Here is what it means for advisors
EQUITIES FEB 27, 2026
Latest inflation data comes in hotter than expected. Here is what it means for advisors

The latest PPI data could give the Fed “another reason to be more patient with rate cuts,” said Chris Zaccarelli of Northlight Asset Management.

By James Rogers
Allocate taps advisor demand for fund exposure to OpenAI, Anthropic
ALTERNATIVES FEB 27, 2026
Allocate taps advisor demand for fund exposure to OpenAI, Anthropic

CEO Samir Kaji explains how Allocate's private markets platform positions RIAs to capitalize on companies driving the AI economy outside of Nvidia and other blue chips.

By Andrew Cohen
From boom to bust: BDC sales tank in the midst of market turmoil for private credit
ALTERNATIVES FEB 27, 2026
From boom to bust: BDC sales tank in the midst of market turmoil for private credit

Meanwhile, some business development companies have started slashing dividends.

By Bruce Kelly
Block shares surge after mass AI-fuelled layoffs
EQUITIES FEB 27, 2026
Block shares surge after mass AI-fuelled layoffs

Markets welcome mo e to slash 40% of jobs as Jack Dorsey sets out his AI strategy.

By James Burton
BlackRock sees global bond revival as labor risks rise and yield opportunities expand
FIXED INCOME FEB 27, 2026
BlackRock sees global bond revival as labor risks rise and yield opportunities expand

Global dispersion, softer labor markets and higher real yields reshape fixed income outlook.

By Steve Randall
Kalshi adds another brokerage partner amid insider trading tied to MrBeast employee
FINTECH FEB 26, 2026
Kalshi adds another brokerage partner amid insider trading tied to MrBeast employee

Brokerage fintech DriveWealth will integrate with Kalshi's prediction markets, as a MrBeast employee was fined and suspended over insider trading on Kalshi.

By Andrew Cohen
Warner Bros. Discovery board backs Paramount bid as Netflix declines to raise offer
EQUITIES FEB 26, 2026
Warner Bros. Discovery board backs Paramount bid as Netflix declines to raise offer

The news sets the path for a conclusion to the long-running media industry saga.

By Steve Randall
Bullish sentiment cools as younger investors grow wary, but dip-buying appetite holds firm
EQUITIES FEB 26, 2026
Bullish sentiment cools as younger investors grow wary, but dip-buying appetite holds firm

Research shows under 40s are more likely to be pulling back from the market despite overall market optimism.

By Steve Randall
Closing the annuity implementation gap: Why advisor adoption still lags
RETIREMENT PLANNING FEB 26, 2026
Closing the annuity implementation gap: Why advisor adoption still lags

FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.

By Steve Randall
Tariff refund frenzy draws Wall Street traders, litigation funders into $130 billion battle
EQUITIES FEB 26, 2026
Tariff refund frenzy draws Wall Street traders, litigation funders into $130 billion battle

Investors rush to buy claims as courts weigh who ultimately gets billions in tariff refunds.

By Steve Randall