Investors eye AI spending returns and Powell’s final meeting outcome this week.
New research says fixed income ETFs now underpin income, liquidity, and resilience in modern portfolios.
Larger companies lead in AI ROI as firms shift spending to scalable digital strategies
Famed fund manager Ray Dalio made his case for stagflation on CNBC on Monday. But not all wealth managers agree with the market guru.
Bridgewater's founder argues the US is in a stagflationary period, and that the Fed's next chair would damage the central bank's credibility by lowering borrowing costs.
Advisors will be looking for the impact of higher oil prices on the trajectory of rates, according to David Laut of Kerux Financial.
Seasonal trends ease borrower stress while refinancing-driven payoffs surge sharply.
CIO of systematic strategies at Focus Partners says shifting market leadership reflects both cyclical forces and deeper structural trends.
FINTRX data shows active ETF assets in RIA portfolios surged from $27.7 billion to nearly $400 billion in four years, even as dozens of weaker funds were shut down or liquidated in 2025.
Small-cap stocks took the baton from large-cap stocks about a year ago and some advisors don't see them giving it back anytime soon.
Investment outlook highlights resilient earnings, sticky inflation, and shifting global opportunities.
Schwab is following Fidelity in tightening guidance of RIAs using such strategies.
The DRAM ETF launched with no seed investors and little fanfare, but a supply crunch in AI memory chips has investors pouring money in at a record clip.
Geopolitics, inflation and AI investment cycles reshape valuations as earnings outlook and sector dispersion point to deeper structural shifts.
Retail sentiment holds firm, but inflation and geopolitics climb list of concerns.
“This is the most disruptive moment in modern economic history in the U.S. and the world,” said Fed chair nominee Kevin Warsh, during this week’s confirmation hearing.
Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind update for the life insurance business.
According to the company, National Healthcare Properties expects its IPO price to be between $13.00 and $16.00 per share.
Higgins will support the development of the asset management company’s active ETF platform.
The deal will give Citi Wealth clients access to a single account structure combining ETFs, mutual funds, separately managed accounts and alternatives — with BlackRock integration built in.
