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BofA, UBS see small-cap outperformance as Powell turns dovish
EQUITIES AUG 25, 2025
BofA, UBS see small-cap outperformance as Powell turns dovish

Bank strategists cite growing optimism following Jackson Hole remarks, though earnings, sales trends, and tariff risks could make or break the small-cap rally.

By Bloomberg
University endowments under pressure are rethinking investment strategies, Cerulli says
ALTERNATIVES AUG 25, 2025
University endowments under pressure are rethinking investment strategies, Cerulli says

Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management and the secondary market for private equity.

By Leo Almazora
Hassett sees Fed chair pick taking ‘another few months’
FIXED INCOME AUG 25, 2025
Hassett sees Fed chair pick taking ‘another few months’

The National Economic Council Director said "a thorough search process" is underway as Jerome Powell's term is set to expire in May next year.

By Bloomberg
Nearly half of retirement plan participants would invest in private assets, Schroders finds
RETIREMENT PLANNING AUG 25, 2025
Nearly half of retirement plan participants would invest in private assets, Schroders finds

Poll of 1,500 retirement plan investors finds 45% interested in private equity and private debt, with more than three-quarters saying they'd ramp up contributions as a result.

By Leo Almazora
Private equity exits surge 69%, but RIAs flex staying power
ALTERNATIVES AUG 25, 2025
Private equity exits surge 69%, but RIAs flex staying power

Private equity exit values and volume are up sharply, but investments in RIAs are taking a different path: “Many PE firms are now structuring proposals that allow RIAs to roll equity into their next fund,” Hue Partners' Emily Blue told InvestmentNews.

By Andrew Cohen
ETFs eclipse mutual funds as advisors double down on active management
PRACTICE MANAGEMENT AUG 25, 2025
ETFs eclipse mutual funds as advisors double down on active management

Report shows advisors also shifting time toward client relationships and embracing AI tools.

By Steve Randall
Private infrastructure: Why wealthy families are turning to an often overlooked asset class
ALTERNATIVES AUG 25, 2025
Private infrastructure: Why wealthy families are turning to an often overlooked asset class

Luke Taylor, co-president of Stonepeak shares his insights with InvestmentNews.

By Steve Randall
Robinhood’s stock climbs 440% amid push into RIA custody
EQUITIES AUG 21, 2025
Robinhood’s stock climbs 440% amid push into RIA custody

Robinhood’s stock has skyrocketed 440% over the past year ahead of the company's upcoming referral program launch with RIA custodian TradePMR.

By Andrew Cohen
Hot IPOs are back! Financial advisors discuss how to deal with client demand
EQUITIES AUG 20, 2025
Hot IPOs are back! Financial advisors discuss how to deal with client demand

This summer has seen IPOs popping like its 1999 and that means wealth managers are getting requests from clients for new issues.

By Gregg Greenberg
Amid market turbulence, self-directed investors keep the faith, study reveals
EQUITIES AUG 20, 2025
Amid market turbulence, self-directed investors keep the faith, study reveals

Fidelity research finds resilience as DIY investors balance caution with optimism.

By Steve Randall
BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach
ETFS AUG 18, 2025
BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach

Self-confessed ETF geek shares his take on the market with InvestmentNews.

By Steve Randall
US stocks steady as retail sales ease economic slowdown concerns
EQUITIES AUG 15, 2025
US stocks steady as retail sales ease economic slowdown concerns

The broad-based advance in July, boosted by car sales and major online promotions, is another factor for the Fed to ponder ahead of its annual Jackson Hole symposium.

By Bloomberg
US consumer credit shows signs of stability as borrowers manage debt responsibly
ALTERNATIVES AUG 15, 2025
US consumer credit shows signs of stability as borrowers manage debt responsibly

Report reveals measured growth, easing delinquencies, resilient credit behavior.

By Steve Randall
Wholesale inflation surges in July, raising questions for Fed and markets
EQUITIES AUG 14, 2025
Wholesale inflation surges in July, raising questions for Fed and markets

The surprise PPI reading, driven by the biggest monthly gain in core since 2022, further muddies the central bank's September decision to hold or cut rates in September.

By Leo Almazora
Jackson study reveals gaps in retirement resilience as market risks persist
RETIREMENT PLANNING AUG 13, 2025
Jackson study reveals gaps in retirement resilience as market risks persist

Market risk index shows hidden perils in seeking safety, and potential benefits from non-traditional investment vehicles.

By Leo Almazora
iCapital and Alto announce key hires
RETIREMENT PLANNING AUG 13, 2025
iCapital and Alto announce key hires

The fintech firms' latest additions, including veterans from Bloomberg and JPMorgan, come amid rising demand for alternative assets in the retirement space.

By Leo Almazora
Trump says he may allow lawsuit against Powell over Fed renovation
FIXED INCOME AUG 12, 2025
Trump says he may allow lawsuit against Powell over Fed renovation

Threat follows President's repeated criticism of the Fed chair over the central bank’s decision to hold interest rates steady

By Bloomberg
Latest US inflation report stokes mixed reactions
EQUITIES AUG 12, 2025
Latest US inflation report stokes mixed reactions

"CPI data that was in-line with expectations will not change the outlook for a September rate cut which was already largely priced into markets," said Josh Jamner, senior investment strategy analyst, ClearBridge Investments.

By Andy Burt
SEC: Fractional life insurance policies considered an investment contract
LIFE INSURANCE AND ANNUITIES AUG 12, 2025
SEC: Fractional life insurance policies considered an investment contract

A federal court's decision puts fractional life insurance policies under SEC scrutiny, forcing wealth advisors to revisit compliance and sales strategies for alternative investments.

By Matthew Sellers
CEOs are hardly talking about a recession this reporting season
EQUITIES AUG 12, 2025
CEOs are hardly talking about a recession this reporting season

Despite recent data pointing to an economic slowdown, investors have remained optimistic on hopes of a just-in-time Fed rate cut.

By Bloomberg