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Advisors offer their European equity outlooks following Trump's Davos speech
EQUITIES JAN 23, 2026
Advisors offer their European equity outlooks following Trump's Davos speech

European shares far outperformed US stocks in 2025. Wealth managers are split as to whether Europe can do it again.

By Gregg Greenberg
Advisor familiarity pushes fixed-income ETFs deeper into client portfolios
ETFS JAN 23, 2026
Advisor familiarity pushes fixed-income ETFs deeper into client portfolios

Cerulli research shows bond-focused ETFs attracting stronger flows as issuers roll out more taxable, municipal, and active strategies.

By Leo Almazora
Janus Henderson buys Richard Bernstein Advisors to bulk up in models, SMAs
ETFS JAN 23, 2026
Janus Henderson buys Richard Bernstein Advisors to bulk up in models, SMAs

The deal for RBA would add a $20 billion macro shop and fresh model portfolio firepower to the active manager, which itself is the object of a take-private acquisition.

By Leo Almazora
Vestmark, T. Rowe Price team up for new RIA-focused model portfolios
ETFS JAN 22, 2026
Vestmark, T. Rowe Price team up for new RIA-focused model portfolios

The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.

By Leo Almazora
$200M fundraise for firm that helps indie musicians monetize their songwriting rights
ALTERNATIVES JAN 22, 2026
$200M fundraise for firm that helps indie musicians monetize their songwriting rights

New capital stack strengthens acquisition engine and tech platform for independent creators.

By Steve Randall
AI continues as core focus of thematic funds in 2026, says BlackRock
ETFS JAN 22, 2026
AI continues as core focus of thematic funds in 2026, says BlackRock

Mega forces converge to reshape portfolios as AI depth, defense digitization, and energy constraints are redefining thematic investing for advisors.

By Steve Randall
Cathie Wood's ARK Invest predicts AI, other tech's great acceleration
EQUITIES JAN 22, 2026
Cathie Wood's ARK Invest predicts AI, other tech's great acceleration

Report considers where investors should pivot next, the breakthrough themes steering the 2026 innovation wave.

By Steve Randall
Trump order targets Wall Street buyers of single-family homes
ALTERNATIVES JAN 21, 2026
Trump order targets Wall Street buyers of single-family homes

White House moves to curb institutional purchases of single-family rentals, with enforcement details still to be set by regulators.

By Leo Almazora
Greenland rhetoric 'a yawn' for markets, says advisor
EQUITIES JAN 21, 2026
Greenland rhetoric 'a yawn' for markets, says advisor

Gold surges past $4,800 on Trump’s Davos remarks; stocks shoot up following details of future deal framework, with the president no longer imposing planned tariffs on Europe.

By Leo Almazora
Managers should 'proactively hedge risks' as gold surges
EQUITIES JAN 21, 2026
Managers should 'proactively hedge risks' as gold surges

Trump’s Greenland tariff threats revive ‘sell America’ trade as global investors dump dollars, Treasurys, and equities.

By Leo Almazora
Netflix’s Warner push pits scale against near‑term shareholder comfort
EQUITIES JAN 21, 2026
Netflix’s Warner push pits scale against near‑term shareholder comfort

Investors weigh solid streaming fundamentals against the risks of an all‑cash Warner Bros. bid, slower 2026 growth, and a pause in buybacks.

By Steve Randall
Private equity enters a new phase of opportunity after a cautious 2025
ALTERNATIVES JAN 21, 2026
Private equity enters a new phase of opportunity after a cautious 2025

Deal momentum builds for 2026 as advisors navigate selective growth, tech focus and liquidity innovation.

By Steve Randall
Advisors staying the course even as headline risk rises
EQUITIES JAN 20, 2026
Advisors staying the course even as headline risk rises

Events in Venezuela, Greenland and Iran are dominating the news and prompting client questions, but does geopolitical instability really mean portfolio changes are necessary?

By Gregg Greenberg
Trump heads to Davos, reiterates Greenland tariff threat despite risks for US economy
EQUITIES JAN 20, 2026
Trump heads to Davos, reiterates Greenland tariff threat despite risks for US economy

European leaders hope that diplomacy can avoid trade war escalation including ‘bazooka’ option.

By Steve Randall
New York takes a step closer to becoming a city where financial markets never sleep
EQUITIES JAN 20, 2026
New York takes a step closer to becoming a city where financial markets never sleep

New blockchain-based venue promises 24/7 equity trading, faster settlement and new liquidity dynamics.

By Steve Randall
Trillions in inherited property wealth to reshape client portfolios, financial planning priorities
ALTERNATIVES JAN 20, 2026
Trillions in inherited property wealth to reshape client portfolios, financial planning priorities

Report highlights the generational wealth wave forcing a new playbook for luxury real estate advice dubbed ‘nest investing’

By Steve Randall
REITs may be worth another look in 2026, advisors say
ALTERNATIVES JAN 19, 2026
REITs may be worth another look in 2026, advisors say

Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another look in the coming months.

By Gregg Greenberg
Corporate AI spending booms, but investors may wait a while for the payoff
EQUITIES JAN 16, 2026
Corporate AI spending booms, but investors may wait a while for the payoff

Despite heavy investment in the technology, business leaders are not confident in ROI any time soon.

By Steve Randall
Sports tycoon Stan Kroenke surges to top spot among US private landowners
ALTERNATIVES JAN 15, 2026
Sports tycoon Stan Kroenke surges to top spot among US private landowners

The Rams owner’s latest mega-deal spotlights how an elite circle of billionaires is amassing control over ranches and farmland as an asset class.

By Leo Almazora
BlackRock hits $14T asset record as it stands firm on private credit
ALTERNATIVES JAN 15, 2026
BlackRock hits $14T asset record as it stands firm on private credit

The Larry Fink-led asset manager posted strong inflows and fee growth to end 2025, while insisting credit conditions are stable in its core portfolios.

By Leo Almazora