Notice 2026-62 also flags box spread ETFs and tax-aware fund trades as Treasury opens month-long consultation period.
The AI lab disclosed more than $8 billion in 2025 losses on an operating basis as financial advisors weigh a supersized listing likely to land past the midterms.
Advisors turn to dividend growth strategies to diversify portfolios amid mega-cap concentration risk in 2026
Shareholder support strengthens even as median pay rises 6% - but outlier awards draw intensifying scrutiny.
A 51% price drop, a lab-grown takeover of the bridal market, and a two-tier split that leaves mid-range natural stones most exposed.
Bill would make PE firms liable for portfolio company debts and close carried interest loophole as alternatives push into 401(k)s.
Advisors say record government debt, central bank buying and inflation risk still support a strategic allocation to gold
EQT private wealth veteran explains why building a private markets portfolio is a construction decision, not a product decision.
SpaceX became a mega-cap constituent last quarter, pushing market concentration higher and prompting fresh scrutiny of index design.
Actively managed ETFs are capturing an outsized share of flows as advisors lean on them to complement passive strategies and scale their practices
Elise Terry, BlackRock’s co-head of the Americas for global product solutions and head of Americas iShares, offers her outlook for the ETF industry
Three wealth managers reveal which ETFs they’re buying, avoiding, and holding as small caps and non-US stocks rally
Williams' comments land amid a bond selloff that sent the 30-year Treasury yield to a 2004 high and pushed mortgage rates near 7%.
Alternative ETFs are on a tear this year, with Morningstar reporting $10.7 billion of net inflows through July. This comes as some semiliquid alternative funds, particularly private credit, struggle
The democratization of ETFs cuts both ways
A new Bitwise report reveals major institutions held - and some bought more - through a 50% crypto drawdown.
ProShares autocallable funds bring ETF-versus-note comparisons into a single advisor workflow for the first time.
Shipping disruptions in the Strait of Hormuz are driving crude above $100 and pushing the Fed's rate-cut window into 2027.
Private equity lifted modeled retirement wealth by 13%, but CFA Institute warns that glide-path design may matter more
A new Marsh survey of 430 asset owners finds capital shifting toward real assets and growth markets as geopolitical risk reshapes portfolios.
