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Why these Starbucks investors want the firm to split CEO and chair roles
EQUITIES AUG 31, 2026
Why these Starbucks investors want the firm to split CEO and chair roles

Shareholders group cites a 70% drop in board engagement and collapsed union talks as reasons to separate Brian Niccol's dual role.

By Steve Randall
Aon confirms $17B deal to acquire USI Insurance from KKR
LIFE INSURANCE AND ANNUITIES AUG 31, 2026
Aon confirms $17B deal to acquire USI Insurance from KKR

Insurance brokerage and consulting firm has roughly $3 billion in annual revenue and serves midsize businesses across the US.

By Steve Randall
No Fed relief at Jackson Hole: Warsh keeps rate-hike door open
EQUITIES AUG 28, 2026
No Fed relief at Jackson Hole: Warsh keeps rate-hike door open

In his first Jackson Hole address as Fed Chair, Kevin Warsh pushed back on hopes for easing — and markets now put the odds of a September hike above 55%

By James Rogers
What life insurance are clients buying? New data reveals the trends
LIFE INSURANCE AND ANNUITIES AUG 28, 2026
What life insurance are clients buying? New data reveals the trends

LIMRA data shows clients are gravitating toward whole life and variable universal life as demand for guaranteed and market-linked coverage grows.

By Steve Randall
Lunar economy could be worth $566 billion. Who gets there first?
ALTERNATIVES AUG 28, 2026
Lunar economy could be worth $566 billion. Who gets there first?

A new Deloitte report maps the business case for the moon, projecting hundreds of billions in economic value, with some big winners.

By Steve Randall
US housing market flashes mixed signals for investors in August 2026
ALTERNATIVES AUG 28, 2026
US housing market flashes mixed signals for investors in August 2026

Rising foreclosures, easing mortgage delinquencies, and a supply surge paint a complex picture of housing stress and opportunity.

By Steve Randall
PCE comes in hot days before Warsh's Jackson Hole test
EQUITIES AUG 26, 2026
PCE comes in hot days before Warsh's Jackson Hole test

Inflation held stubbornly above target just as the Fed chair prepares to signal his next move — a combination that has advisors bracing for volatility.

By James Rogers
Regulation lags rising private credit risks as retail access widens
ALTERNATIVES AUG 26, 2026
Regulation lags rising private credit risks as retail access widens

New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients.

By Steve Randall
The AI trade and the Fed meet this week — Here's what advisors need to know
EQUITIES AUG 24, 2026
The AI trade and the Fed meet this week — Here's what advisors need to know

This week's Nvidia earnings and the Jackson Hole speech aren't usually linked — but with Kevin Warsh sitting as Fed chair this year, they are.

By James Rogers
Barings taps DWS veteran to lead U.S. wealth push
ALTERNATIVES AUG 24, 2026
Barings taps DWS veteran to lead U.S. wealth push

New role puts DWS veteran Brian Maute in charge of expanding Barings' reach across RIAs, broker-dealers and private banks.

By Leo Almazora
Gemini, Apex deal reflects prediction markets move towards mainstream retail investing
ALTERNATIVES AUG 24, 2026
Gemini, Apex deal reflects prediction markets move towards mainstream retail investing

Regulated prediction markets for retail brokerage clients is the latest sign that prediction markets are entering the mainstream investing toolkit.

By Steve Randall
Both sides lick their wounds as US-Canada trade talks collapse
EQUITIES AUG 24, 2026
Both sides lick their wounds as US-Canada trade talks collapse

With tariffs ahead for US exports into Canada, experts believe the failure of a new agreement will hit US firms and last beyond the Trump era.

By Steve Randall
Active ETF assets hit record $2.59 trillion in July
ETFS AUG 24, 2026
Active ETF assets hit record $2.59 trillion in July

Global active ETF industry surpasses previous highs with year-to-date inflows nearly doubling 2025 figures, ETFGI data show.

By Steve Randall
Yields snap back after Treasury's buyback surprise — why one advisor says the move isn't over yet
FIXED INCOME AUG 21, 2026
Yields snap back after Treasury's buyback surprise — why one advisor says the move isn't over yet

“The bond yield surge is another brick in the market's wall of worry and ultimately,” said Arca’s Paul Stanley.

By James Rogers
Citi continues wealth management push with Kokolis hire from MSCI
ALTERNATIVES AUG 21, 2026
Citi continues wealth management push with Kokolis hire from MSCI

Based in New York, Alex Kokolis will bring his experience from MSCI, Wilmington Trust, UBS and Merrill Lynch to Citi on Sept. 8

By James Rogers
T. Rowe Price fixed income ETF assets to surge with F/m Investments deal
ETFS AUG 21, 2026
T. Rowe Price fixed income ETF assets to surge with F/m Investments deal

Asset manager acquisition will more than double its fixed income ETF assets and expand SMA capabilities for advisors.

By Steve Randall
Franklin Templeton sees S&P 500 as high as 7,800, beating consensus
EQUITIES AUG 21, 2026
Franklin Templeton sees S&P 500 as high as 7,800, beating consensus

Firm’s survey suggests above-consensus US growth and a strong year-end for leading equities index.

By Steve Randall
Private markets convergence is reshaping how advisors build portfolios
ALTERNATIVES AUG 20, 2026
Private markets convergence is reshaping how advisors build portfolios

CAIS partner Brad Walker on AI-powered tools, alternative allocations and the future of integrated portfolio construction.

By Steve Randall
Fed minutes reveal appetite for rate hikes as inflation lingers
EQUITIES AUG 19, 2026
Fed minutes reveal appetite for rate hikes as inflation lingers

With Fed Chair Kevin Warsh opting to drop forward guidance, FOMC meeting minutes are coming under increasing scrutiny.

By James Rogers
Dynasty Financial Partners takes stake in Tom Brady's NoBull
ALTERNATIVES AUG 19, 2026
Dynasty Financial Partners takes stake in Tom Brady's NoBull

The company's investment in the NFL legend's $1 billion athletic brand comes as Dynasty crosses $200 million in private markets funds over the last nine months.

By Andrew Cohen