Regulator says Avinesh Shankar used electronic signature software to submit 115 annuity applications tied to 64 customers.
Seven advisors offer their 2026 outlooks for the once-spectacular septet.
“Tax efficiency is usually the number one thing that people think about,” said Scott Davis, head of ETFs at Capital Group.
Military effort to reopen shipping chokepoint stokes supply hopes, inflation fears and bond volatility.
Investors may be underpricing conflict risks as bonds, emerging markets and AI trends reshape portfolios.
Higher purchase costs, thin margins and fewer deals challenge property investors nationwide.
“The next phase belongs to companies that can grow without relying on lower rates,” said Gina Bolvin, president of Bolvin Wealth Management.
MissionSquare’s head of fixed income speaks with InvestmentNews.
The survey of buy-side traders reveals the biggest causes of workplace pressure.
Recent economic indicators have fueled speculation that the Fed would continue its conservative approach to interest rates.
Stone Ridge fund with BNPL exposure curbs redemptions as Fed analysis of CFPB data unpacks growth and risks in the sector.
Joint SEC–CFTC move clarifies treatment of digital commodities, collectibles, tools, stablecoins and tokenized securities.
Prices ease as Iraq unlocks new route to exports, but the outlook is far from certain.
Survey shows allocations rising as firms demand regulation, governance and ETF access.
“There’s a lot of great stuff going on for the space industry,” said fund manager Andrew Chanin.
“We have seen material flows going into sectors like energy, materials, and infrastructure,” said Anna Paglia, executive vice president and chief business officer at State Street.
Ruling vacates Labor Department’s 2024 fiduciary package and related exemptions, keeping existing Reg BI and state best-interest standards in place.
Alyssa Quinlan's 25-year professional and leadership record includes a blend of fine art credentials and Wall Street training at JPMorgan Chase and Citi.
“Gold has been rallying for two solid years, now almost coming up on three years,” said van Eck.
“I think the younger generation follows performance, so if active managers can generate alpha, money will flow there," said Megan Rust, Franklin Templeton's vice president of ETF capital markets.
