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Powell hints Fed will try to look past oil shock — unless inflation expectations slip
FIXED INCOME MAR 30, 2026
Powell hints Fed will try to look past oil shock — unless inflation expectations slip

Energy-driven price pressures are back in focus as the central bank watches whether households and markets start to expect higher inflation to stick.

By Leo Almazora
What the Department of Labor's new 401(k) proposal means for advisors
RETIREMENT PLANNING MAR 30, 2026
What the Department of Labor's new 401(k) proposal means for advisors

The proposal, which offers plan sponsors a process-based safe harbor to curb ERISA lawsuits, comes as private-credit volatility raises fresh questions for advisors and their clients.

By Leo Almazora
Stay gold! The yellow metal has slipped during the Iran war but strategists say stick with it
ETFS MAR 30, 2026
Stay gold! The yellow metal has slipped during the Iran war but strategists say stick with it

Gold has not served as the geopolitical hedge it is often claimed to be in the past month. But advisors say the long term bull case remains intact.

By Gregg Greenberg
Eli Lilly strikes up to $2.75bn deal with Insilico to accelerate push into AI-developed medicines
EQUITIES MAR 30, 2026
Eli Lilly strikes up to $2.75bn deal with Insilico to accelerate push into AI-developed medicines

Pharma giant expands AI pipeline in bid to speed global rollout of next-gen treatments.

By Steve Randall
Trades ahead of Trump policy moves spark calls for closer oversight
EQUITIES MAR 30, 2026
Trades ahead of Trump policy moves spark calls for closer oversight

Report cites several cases where traders appeared to anticipate the president’s moves.

By Steve Randall
Canadian, UK investment firms partner for wealth, retirement expansion including in US market
RETIREMENT PLANNING MAR 29, 2026
Canadian, UK investment firms partner for wealth, retirement expansion including in US market

Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering.

By Steve Randall
How quickly could Middle East oil production bounce back from Iran conflict? This is what advisors should know
EQUITIES MAR 27, 2026
How quickly could Middle East oil production bounce back from Iran conflict? This is what advisors should know

The Iran war has cut global oil supply by about 9 million barrels per day, according to BloombergNEF estimates

By James Rogers
ICI: US retirement assets hit $49.1T record in 2025
RETIREMENT PLANNING MAR 27, 2026
ICI: US retirement assets hit $49.1T record in 2025

IRAs maintained their dominance, while DC plans rose modestly in the fourth quarter and mutual funds continued to anchor account-based savings.

By Leo Almazora
Private credit redemptions test the model as banks look for an opening
ALTERNATIVES MAR 27, 2026
Private credit redemptions test the model as banks look for an opening

As withdrawals rise and fundraising cools, the debate is shifting from returns to redemption mechanics – and whether today’s guardrails can allay or aggravate investor unease.

By Leo Almazora
Private credit shakeout continues, but investors are still seeking opportunity amid the noise, says VanEck
ETFS MAR 26, 2026
Private credit shakeout continues, but investors are still seeking opportunity amid the noise, says VanEck

The VanEck Alternative Asset Manager ETF recently posted its highest trading volume on record.

By James Rogers
Surging oil has energy stocks powering client portfolios. Should advisors stick around?
EQUITIES MAR 26, 2026
Surging oil has energy stocks powering client portfolios. Should advisors stick around?

Wealth managers are enjoying energy stock gains in an otherwise tough investing environment. Advisors debate how much more juice is left in the sector.

By Gregg Greenberg
OECD warns energy shock will slow global growth while lifting inflation risks
EQUITIES MAR 26, 2026
OECD warns energy shock will slow global growth while lifting inflation risks

Middle East conflict tests resilience as AI momentum offsets slower growth outlook.

By Steve Randall
Buy-side traders raise concerns over risks tied to 24/7 equity trading
EQUITIES MAR 26, 2026
Buy-side traders raise concerns over risks tied to 24/7 equity trading

Institutional desks warn round-the-clock markets may dilute liquidity and increase burnout pressures.

By Steve Randall
Tax refunds seen boosting savings over spending as Americans tread cautiously
EQUITIES MAR 26, 2026
Tax refunds seen boosting savings over spending as Americans tread cautiously

Most taxpayers expect to break even, save refunds, and delay filing amid tight household budgets.

By Steve Randall
Fund fees hold near record lows as investors keep shifting to cheaper options
ETFS MAR 25, 2026
Fund fees hold near record lows as investors keep shifting to cheaper options

Mutual fund and ETF costs stayed subdued in 2025 as flows favored low-fee products.

By Steve Randall
Oil shockwaves spread beyond Gulf as conflict risks and supply crunch rattle markets
EQUITIES MAR 25, 2026
Oil shockwaves spread beyond Gulf as conflict risks and supply crunch rattle markets

Fresh attacks, strained Gulf flows and rising risk premiums jolt global investors and energy outlook

By Steve Randall
Stagflation fears and volatility are up. But advisors are not raising their cash positions in response
EQUITIES MAR 25, 2026
Stagflation fears and volatility are up. But advisors are not raising their cash positions in response

Recent economic data has pointed to slower growth and higher prices ahead, and the Iran war has investors unnerved. The answer according to advisors, is not adding to cash

By Gregg Greenberg
Fidelity wants clarity from SEC on rules for broker-dealers and crypto assets
ALTERNATIVES MAR 24, 2026
Fidelity wants clarity from SEC on rules for broker-dealers and crypto assets

Alternative trading systems and crypto are of particular interest to Fidelity.

By Bruce Kelly
Takeover chatter swirls around Jefferies with Japan’s SMFG a rumored suitor
MUTUAL FUNDS MAR 24, 2026
Takeover chatter swirls around Jefferies with Japan’s SMFG a rumored suitor

Japan’s Sumitomo Mitsui Financial Group is reportedly exploring a potential purchase of the investment bank.

By James Rogers
Advisors debate whether economy will return to that '70s show
EQUITIES MAR 24, 2026
Advisors debate whether economy will return to that '70s show

An oil shock and inflationary pressures have some wealth managers comparing this period is reminiscent of the 1970s.

By Gregg Greenberg