Investing

Displaying 16874 results
Round-the-clock trading of US equities could begin by year-end as Cboe files SEC proposal
EQUITIES MAR 17, 2026
Round-the-clock trading of US equities could begin by year-end as Cboe files SEC proposal

Exchange eyes late-2026 debut of extended trading hours as global demand for US equities climbs.

By Steve Randall
Active ETF assets on track to hit $10 trillion by 2033, BBH survey suggests
ALTERNATIVES MAR 16, 2026
Active ETF assets on track to hit $10 trillion by 2033, BBH survey suggests

Study shows investors planning to fund higher active ETF exposure by trimming mutual funds, while also signaling strong interest in private equity and private credit ETFs.

By Leo Almazora
Markets misread AI's impact on brokerages, Morgan Stanley says
EQUITIES MAR 16, 2026
Markets misread AI's impact on brokerages, Morgan Stanley says

Analysis finds scale and sweep‑balance edge position firms such as Schwab and LPL to benefit as AI boosts advisor capacity and trims costs.

By Leo Almazora
Envestnet brings interval funds onto UMA platform as focus sharpens on private credit
ALTERNATIVES MAR 16, 2026
Envestnet brings interval funds onto UMA platform as focus sharpens on private credit

Move aims to bundle semi-liquid private markets into everyday portfolio workflows while Envestnet handles research, trading and rebalancing behind the scenes.

By Leo Almazora
This is how advisors are tackling client demand for ETFs, says Independent Advisor Alliance
ETFS MAR 16, 2026
This is how advisors are tackling client demand for ETFs, says Independent Advisor Alliance

“The great advisor is going to be ahead of what their clients are asking,” says David Buzo, chief marketing officer at Independent Advisor Alliance.

By James Rogers
US-China trade talks in Paris test fragile truce ahead of Trump-Xi summit
EMERGING MARKETS MAR 15, 2026
US-China trade talks in Paris test fragile truce ahead of Trump-Xi summit

Negotiators tackle tariffs, rare-earth supplies and geopolitical risks as investors watch for signs of lasting stability in the world’s most critical economic relationship.

By Steve Randall
GDP growth slashed and latest inflation data a 'troubling signal'. Here is what it means for advisors
EQUITIES MAR 13, 2026
GDP growth slashed and latest inflation data a 'troubling signal'. Here is what it means for advisors

"With inflation still running hot, the bar for cutting rates in the near term remains high," said John Lloyd, global head of multi-sector credit and portfolio manager at Janus Henderson Investors.

By James Rogers
Judge blocks DOJ subpoenas targeting Fed chair Jerome Powell
FIXED INCOME MAR 13, 2026
Judge blocks DOJ subpoenas targeting Fed chair Jerome Powell

'Mountain of evidence’ points to Trump pressuring Powell for lower rates

Another troubling week for investors in private credit, BDCs
ALTERNATIVES MAR 13, 2026
Another troubling week for investors in private credit, BDCs

Investors are looking to exit high-yield, illiquid or nontraded BDCs through a process called redemption, or selling shares back to the fund company.

By Bruce Kelly
US debt, geopolitics top advisors' market risks list through 2028
EQUITIES MAR 13, 2026
US debt, geopolitics top advisors' market risks list through 2028

FUSE research survey shows elevated concern over fiscal policy, trade disruptions, market volatility, and recession risks.

By Leo Almazora
Wealth managers still keeping an eye on private credit mess as Iran war roils market
ALTERNATIVES MAR 13, 2026
Wealth managers still keeping an eye on private credit mess as Iran war roils market

While the Middle East war has markets swirling, financial advisors are not losing sight of the problems in the private credit arena.

By Gregg Greenberg
Fear grips retail investors while institutions dial back return hopes
EQUITIES MAR 12, 2026
Fear grips retail investors while institutions dial back return hopes

Sentiment snapshot shows rising pessimism, geopolitical risk concerns and tempered equity expectations.

By Steve Randall
Advisor-centric product design reshapes distribution strategies in 2026
PRACTICE MANAGEMENT MAR 12, 2026
Advisor-centric product design reshapes distribution strategies in 2026

Mary Mock, head of distribution at Touchstone Investments, tells InvestmentNews how asset managers are pivoting.

By Steve Randall
DPL rolls out new Annuity Review tool for fee-based RIAs
RETIREMENT PLANNING MAR 12, 2026
DPL rolls out new Annuity Review tool for fee-based RIAs

After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.

By Leo Almazora
Morgan Stanley, JPMorgan turn cautious on private credit as redemptions surge
ALTERNATIVES MAR 12, 2026
Morgan Stanley, JPMorgan turn cautious on private credit as redemptions surge

North Haven fund limits quarterly repurchases as banks cut leverage and mark down software loans

By Leo Almazora
Fund industry’s top performers clinch honors at Lipper awards
MUTUAL FUNDS MAR 12, 2026
Fund industry’s top performers clinch honors at Lipper awards

Fidelity and Franklin Templeton were big winners at the awards, which celebrate the industry’s top funds and fund management firms.

By James Rogers
Advisors may be watching the war, but market's tariff troubles remain
EQUITIES MAR 12, 2026
Advisors may be watching the war, but market's tariff troubles remain

The Supreme Court slapped down Trump's tariffs, but advisors and investors are not done contending with the battle between the two governmental branches.

By Gregg Greenberg
Advisors prioritize customization, alternatives as ETF momentum reshapes 2026 strategies
ALTERNATIVES MAR 12, 2026
Advisors prioritize customization, alternatives as ETF momentum reshapes 2026 strategies

Demand for tailored portfolios, tax efficiency and new vehicles is driving asset-manager focus.

By Steve Randall
Oil jumps despite historic reserve release as war fears tighten supply
ALTERNATIVES MAR 11, 2026
Oil jumps despite historic reserve release as war fears tighten supply

Markets shrug off 400M-barrel plan, betting geopolitical risks will outweigh emergency stock draw.

By Steve Randall
Latest CPI data holds steady. This is what it means for advisors
EQUITIES MAR 11, 2026
Latest CPI data holds steady. This is what it means for advisors

The latest CPI data, a key inflation metric, came in in line with expectations Wednesday, but rising energy costs from the Iran conflict are casting a long shadow.

By James Rogers