Strong 2025 returns haven’t translated into allocations as advisors cite education and perception gaps.
Software rivals are not the only businesses that could be impacted, leading to questions for portfolio managers.
Record inflows and structural shifts show active ETFs becoming a core tool for advisors.
Magnificent 7 firm reports earnings after the closing bell but extends AI concerns
Report highlights stable ratings, strong capital buffers and steady annuity growth into 2026.
Robust earnings overshadowed as software and AI stocks plunge, leaving advisors to rethink tech exposure.
His exit from the Council of Economic Advisers ends a rare dual role that had raised fresh questions about the Fed’s independence and the Trump administration’s grip on monetary policy.
The January jobs report may be pushed back due to the partial government shutdown, but that doesn't mean wealth managers don't have it on their minds.
House prices are still rising but rental returns may be harder to maximize in the current climate.
Selloff grips legal tech and software names with investors reassessing software, private credit, and AI‑exposed holdings across public and private markets.
Nuveen, which has over $200 billion in municipal assets under management, will release co-branded apparel with Wahlberg's Municipal brand after the idea was introduced by financial advisor Bruce Lee.
SpaceX acquires xAI which could move IPO closer, but investors were anticipating a deal including the EV maker.
Latest round of lower expense ratios spans 84 mutual fund and ETF share classes and touches roughly one-quarter of Vanguard’s lineup.
President Trump tapped Kevin Warsh to replace Jerome Powell as Fed Chair last Friday and now wealth managers are weighing in on the choice.
A stress-tested asset class emerges more concentrated, more capital-intensive, and increasingly shaped by AI, scale, and new structures for liquidity.
Wall Street futures slide while precious metals erase trillions in value following the pick of Kevin Warsh to lead the Federal Reserve.
Value stocks have outperformed growth in January. But can they do it for the entire year? Wealth managers weigh in.
Magnificent 7 shares are firmly in the spotlight this week as firms unveil earnings, plans
Champagne goes flat after $200 million IPO amid rout in tech stocks
New multi-alts structure bundles private equity, private credit, and real assets into three outcome-based strategies on Morgan Stanley’s wealth platform
