Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering.
The Iran war has cut global oil supply by about 9 million barrels per day, according to BloombergNEF estimates
IRAs maintained their dominance, while DC plans rose modestly in the fourth quarter and mutual funds continued to anchor account-based savings.
As withdrawals rise and fundraising cools, the debate is shifting from returns to redemption mechanics – and whether today’s guardrails can allay or aggravate investor unease.
The VanEck Alternative Asset Manager ETF recently posted its highest trading volume on record.
Wealth managers are enjoying energy stock gains in an otherwise tough investing environment. Advisors debate how much more juice is left in the sector.
Middle East conflict tests resilience as AI momentum offsets slower growth outlook.
Institutional desks warn round-the-clock markets may dilute liquidity and increase burnout pressures.
Most taxpayers expect to break even, save refunds, and delay filing amid tight household budgets.
Mutual fund and ETF costs stayed subdued in 2025 as flows favored low-fee products.
Fresh attacks, strained Gulf flows and rising risk premiums jolt global investors and energy outlook
Recent economic data has pointed to slower growth and higher prices ahead, and the Iran war has investors unnerved. The answer according to advisors, is not adding to cash
Alternative trading systems and crypto are of particular interest to Fidelity.
Japan’s Sumitomo Mitsui Financial Group is reportedly exploring a potential purchase of the investment bank.
An oil shock and inflationary pressures have some wealth managers comparing this period is reminiscent of the 1970s.
New study shows fundraising surge, $1.6T AUM and widening sector bets.
HarbourVest managing director Scott Voss says investors must rethink valuation frameworks.
Financial advisors’ sales of nontraded BDCs, which invest in private credit, have tanked in the past couple of months.
“That’s a new business line for us,” says CEO Erin Friez.
“Investors who are cash-heavy may consider being opportunistic,” says Clark Bellin, president and chief investment officer of Bellwether Wealth, in a statement.
