Wealth managers are adjusting portfolios early in 2026 to contain concentration risk stemming from the Magnificent 7.
U.S. military action in Venezuela may have been shocking, but has it caused financial advisors to make any outsized portfolio changes?
Deal value reached a record high, estimated at $191B and 2026 is set for further frantic activity.
Investors are likely to accelerate scrutiny of the firm’s growth narrative after late Thursday warning.
Median-priced homes remain below historic affordability in 99% of counties, with most markets inching better quarter-over-quarter.
Declining distribution rates at some BDCs didn’t help either.
Trade growth persists amid geopolitical splintering; report suggests advisors must recalibrate risk and allocations.
Plan likely part of the president's home affordability focus.
The incentive program will translate into an extra 1% of shares for clients who put money into the REIT through April 1.
December’s $235B surge caps a historic year for ETFs, reshaping portfolio construction into 2026.
Brendan McCurdy and Dave Fazekas discuss why industrial real estate remains one of the firm's highest-conviction investment opportunities.
Spot gold is nearing its late 2025 high as geopolitics and Fed rate easing are in focus.
Survey shows stronger optimism among PE firms and companies fueling broader 2026 deal pipeline.
The two-way agreement, which has TPG overseeing an initially $12 billion mandate, makes Jackson the latest insurance player to tap external expertise in asset-based lending.
Healthcare stocks picked up steam starting in mid-2025 after a slow start. Financial advisors believe low rates and M&A will keep the sector moving higher in 2026.
Bank stocks provided outsized returns in 2025 and wealth managers believe M&A and Fed rate cuts will drive the sector higher again in 2026.
Report suggests that AI’s rise, regulatory shifts and tokenization will reshape trading, yield and institutional strategies.
Who else were market winners from the arrest of Venezuela’s president?
Advisors react to short-term sentiment after action in Venezuela sparks risk-on moves for big oil names.
Peter Ciganik tells InvestmentNews that OZs may become a core component of opportunistic real asset exposure for high-net-worth and sophisticated investors
