A new iCapital survey of 870 advisors finds surging allocation intent but growing operational and compliance barriers to delivering alts at scale.
US life insurance new premium hit $4.7B in Q2 2026, up 3%, with whole life and VUL leading gains, LIMRA data reveals.
Meanwhile, other clients are waiting in line to sell back shares worth billions of dollars to private loan funds.
A score is generated to show coverage needs across life insurance, long-term care coverage, retirement income protection, and annuities.
New SEC guidance eases securitization rules for data centers as Nvidia and Wall Street unveil a $500 billion AI financing push.
FTSE Russell's August outlook warns of higher rate volatility under Warsh while finding resilience beyond AI mega-caps.
The bankrupt fintech platform, which had drawn users seeking access to pre-IPO shares of tech startups, claims a last-minute breach of contract threatens to delay recovery for more than 13,000 defrauded customers.
“Could the data push the FOMC to delay the rate hike to December? Yes, it could,” wrote Thierry Wizman, global FX & rates strategist at Macquarie Group.
Jeff Bezos is closing in on an ownership deal involving the legacy soccer franchise, the latest sign of ultra-wealthy investors eyeing sports franchises as a core portfolio asset.
New data shows defaults at Ares, Blackstone, Blue Owl and Golub at their worst since 2021, even as Q2 fundraising sets pace for a record year.
New LIMRA data show most pre-retirees seek protected retirement income yet lack updated plans, exposing an advice and adoption gap.
“The July payroll release disappointed across the board reversing the trend of this year’s positive labor market momentum,” said Jeff Schulze of ClearBridge Investments
ViewTrade's James St. Clair says overnight markets are maturing fast, and advisors who ignore them risk leaving clients behind.
Report finds that small, disciplined crypto allocations improved risk-adjusted returns across all client profiles over a three-year period.
The new offering joins Direxion’s SpaceX bull ETF in the provider’s lineup.
New research from UMB Fund Services and FUSE Research Network shows active ETF adoption has tripled in five years, with 54% of advisors planning to increase allocations in the next 12 months.
Affordability has edged slightly higher for first-time buyers, but the gap between what Americans earn and what homeownership costs remains historically wide.
SpaceX shares ended Wednesday's session down more than 13%.
Sentiment survey shows investor bullishness nearly doubled from Q2, as traders grew more optimistic despite overvaluation concerns.
Platforms like Agentiq offering athletes upfront cash are drawing red flags from wealth advisors.
