Investing

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VistaShares looks to tap space, defense, and robotics booms with thematic ETF trio
ETFS JUL 21, 2026
VistaShares looks to tap space, defense, and robotics booms with thematic ETF trio

"We've always believed the biggest opportunities come from long-term shifts that reshape entire industries,” said Jon McNeill, co-founder of VistaShares

By James Rogers
Why RIA firms are launching their own ETFs — and what it takes to win
PRACTICE MANAGEMENT (GORIA) JUL 21, 2026
Why RIA firms are launching their own ETFs — and what it takes to win

Three firms using Section 351 exchanges, deregulation themes, and active allocation explain why the ETF wrapper has become the structure of choice — and why distribution remains the hardest problem.

By Gregg Greenberg
Trump imposes new 50% tariffs on Canada, but the legal basis is shaky
EQUITIES JUL 21, 2026
Trump imposes new 50% tariffs on Canada, but the legal basis is shaky

Autos, dairy and alcohol targeted as Ottawa weighs retaliation and Carney cites sovereignty threats.

By Steve Randall
ETF flows in the first half of the year surpass $1 trillion, hitting record pace, says JPMorgan
ETFS JUL 20, 2026
ETF flows in the first half of the year surpass $1 trillion, hitting record pace, says JPMorgan

SMA conversions are pushing ETFs further into advisor workflows, according to JP Morgan Asset Management.

By James Rogers
Morgan Stanley’s E*Trade starts spot trading of crypto for clients
ALTERNATIVES JUL 20, 2026
Morgan Stanley’s E*Trade starts spot trading of crypto for clients

Demand for digital assets from retail investors is likely to keep increasing.

By Bruce Kelly
Wall Street doubles down on crypto as risky perpetual futures lure retail traders
ALTERNATIVES JUL 20, 2026
Wall Street doubles down on crypto as risky perpetual futures lure retail traders

Institutional momentum intensifies but the public are distrusting of cryptocurrency and potential negatives for society.

By Steve Randall
Where is the fastest growth ahead for ETFs in RIA client portfolios?
ETFS JUL 20, 2026
Where is the fastest growth ahead for ETFs in RIA client portfolios?

BlackRock's Elise Terry on how firms are using ETFs to chase alpha, income and access once reserved for institutions.

By Steve Randall
Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?
ALTERNATIVES JUL 20, 2026
Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?

Mercer survey points to a credit cycle insurers see as mature, risky and worth navigating anyway.

By Steve Randall
Young high earners build luxury collections as long-term investments, leave them exposed
ALTERNATIVES JUL 17, 2026
Young high earners build luxury collections as long-term investments, leave them exposed

Most HENRYs cite future value as a top buying factor, but insurance uptake lags behind.

By Steve Randall
Housing market shows strain on three fronts as sales stall, foreclosures climb and rents soften
ALTERNATIVES JUL 17, 2026
Housing market shows strain on three fronts as sales stall, foreclosures climb and rents soften

Pending sales drop, foreclosures rise and rents flatten, giving advisors a mixed mid-year housing signal.

By Steve Randall
Advisors pile into alternatives, but liquidity fears limit appetite
ALTERNATIVES JUL 16, 2026
Advisors pile into alternatives, but liquidity fears limit appetite

Ninety-five percent of advisors now use alternative investments, a new survey finds, even as illiquidity remains their top concern.

By Leo Almazora
Is the S&P 500 still diversified? Three advisors on the AI concentration problem
EQUITIES JUL 16, 2026
Is the S&P 500 still diversified? Three advisors on the AI concentration problem

With the top 10 stocks now at 43% of the index — a record — and SpaceX joining the Nasdaq-100, three wealth managers explain how they're talking to clients about concentration risk

By Gregg Greenberg
Alternatives gain traction in 401(k) plans as DOL rules open the door
RETIREMENT PLANNING JUL 16, 2026
Alternatives gain traction in 401(k) plans as DOL rules open the door

Large and mega plans show strongest appetite, but fee confusion persists.

By Steve Randall
Elevated Treasury yields signal strong entry point for bond investors, FTSE Russell finds
FIXED INCOME JUL 16, 2026
Elevated Treasury yields signal strong entry point for bond investors, FTSE Russell finds

Starting yields show high correlation with forward returns as US real rates hit multi-year highs.

By Steve Randall
Advisor inflation worries ease as latest PPI data comes in cold
EQUITIES JUL 15, 2026
Advisor inflation worries ease as latest PPI data comes in cold

The latest PPI numbers come hot on the heels of lower-than-expected CPI inflation data earlier this week.

By James Rogers
Mercer and American Beacon launch new US model portfolio suite
ETFS JUL 15, 2026
Mercer and American Beacon launch new US model portfolio suite

Partnership targets advisors, wealth managers, and multi-family offices as third-party model assets swell to near $1 trillion.

By Leo Almazora
BlackRock rides to record $15.3 trillion in assets on ETF and alternatives growth
ALTERNATIVES JUL 15, 2026
BlackRock rides to record $15.3 trillion in assets on ETF and alternatives growth

Q2 profit tops estimates as iShares inflows and private markets bets fuel BlackRock's asset surge.

By Leo Almazora
US luxury housing draws record global demand as wealthy buyers ‘landmaxx’
ALTERNATIVES JUL 15, 2026
US luxury housing draws record global demand as wealthy buyers ‘landmaxx’

Global inquiries double in 2026 as affluent clients chase land, privacy and scale.

By Steve Randall
Americans back sharing AI wealth as debate over industry’s economic benefits grows
EQUITIES JUL 14, 2026
Americans back sharing AI wealth as debate over industry’s economic benefits grows

Public support grows for policies that spread AI’s financial gains beyond tech companies.

By Hallie Diamant
Jur-asset Park? T Rex skeleton cost UHNW investor more than $50M
ALTERNATIVES JUL 14, 2026
Jur-asset Park? T Rex skeleton cost UHNW investor more than $50M

Fossil fuels imagination of specialized investors as dinosaur Gus heads an ancient line up.

By Steve Randall