Investing

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Bankruptcy hits assisted living developer that raised money through brokers
ALTERNATIVES FEB 17, 2026
Bankruptcy hits assisted living developer that raised money through brokers

Inspired Healthcare Capital “looks like the next GWG,” said one plaintiff’s attorney.

By Bruce Kelly
Who wins when the Magnificent 7 squares off against the anxious parent?
EQUITIES FEB 17, 2026
Who wins when the Magnificent 7 squares off against the anxious parent?

Wealth managers are increasingly hearing from worried clients that AI will negatively impact their children's economic futures, even as those same forces benefit their portfolios.

By Gregg Greenberg
Property tax divide widens as data reveals stark gaps across all 50 states
ALTERNATIVES FEB 17, 2026
Property tax divide widens as data reveals stark gaps across all 50 states

New report highlights the states where residents pay the most and least property tax.

By Steve Randall
Stablecoins move from crypto curiosity to everyday currency, global survey shows
ALTERNATIVES FEB 17, 2026
Stablecoins move from crypto curiosity to everyday currency, global survey shows

Research finds widespread use of stablecoins for income and daily payments across 15 countries.

By Steve Randall
Private market FOMO? Why Kaitlin Hendrix says most investors aren’t missing out
ALTERNATIVES FEB 17, 2026
Private market FOMO? Why Kaitlin Hendrix says most investors aren’t missing out

Dimensional Fund Advisors asset allocation research chief tells InvestmentNews that public portfolios already offer meaningful private exposure without the fees, illiquidity, and complexity.

By Steve Randall
Fed wants to help banks regain mortgage business to benefit revenue, relationships
ALTERNATIVES FEB 16, 2026
Fed wants to help banks regain mortgage business to benefit revenue, relationships

Fed vice chair Bowman urges capital rule tweaks to draw lenders back, boost ties.

By Steve Randall
Americans are footing 90% of the tariff bill, Fed study reveals
EQUITIES FEB 13, 2026
Americans are footing 90% of the tariff bill, Fed study reveals

New report finds that domestic businesses and individuals have taken the largest hit from tariffs.

By Steve Randall
Media rights are becoming a cornerstone of private equity strategy, says $1.8B firm co-founder
ALTERNATIVES FEB 13, 2026
Media rights are becoming a cornerstone of private equity strategy, says $1.8B firm co-founder

Gus Araya of Cordillera tells InvestmentNews why IP is no longer a niche corner of alternative investing.

By Steve Randall
Retail traders shed ‘dumb money’ tag, show sharper focus and broader portfolios
EQUITIES FEB 13, 2026
Retail traders shed ‘dumb money’ tag, show sharper focus and broader portfolios

New data reveals retail investors adopt thoughtful strategies, diversified holdings and macro awareness.

By Steve Randall
UBS loses $5.5 million lawsuit to real estate broker over shares in Compass
EQUITIES FEB 12, 2026
UBS loses $5.5 million lawsuit to real estate broker over shares in Compass

UBS has a history of costly litigation stemming from the sale of volatile investment products.

By Bruce Kelly
Annuity sales notch fourth straight yearly record amid demand for protection
RETIREMENT PLANNING FEB 12, 2026
Annuity sales notch fourth straight yearly record amid demand for protection

LIMRA data show 2025 annuity sales topping $460 billion as RILAs, FIAs, and fixed-rate deferred products drive growth.

By Leo Almazora
Fidelity debuts pair of active CLO ETFs as investor appetite broadens
ETFS FEB 12, 2026
Fidelity debuts pair of active CLO ETFs as investor appetite broadens

New active funds split exposure between AAA-rated and lower-rated CLO tranches, marking Fidelity’s first ETFs dedicated to the asset class.

By Leo Almazora
Advisors can’t wait too long for muni yields opportunity, warns Franklin Templeton’s Barber
PRACTICE MANAGEMENT FEB 12, 2026
Advisors can’t wait too long for muni yields opportunity, warns Franklin Templeton’s Barber

Holding out for perfect clarity could mean a missed chance, municipal bonds director tells InvestmentNews.

By Steve Randall
Fed set to defy Trump again, say advisors
EQUITIES FEB 11, 2026
Fed set to defy Trump again, say advisors

Wednesday’s jobs report showed a more robust labor market than feared

By James Rogers
Tax deferral proposal could narrow mutual funds’ long-standing disadvantage, says ICI
MUTUAL FUNDS FEB 11, 2026
Tax deferral proposal could narrow mutual funds’ long-standing disadvantage, says ICI

Proposed GROWTH Act may add up to $1,340 in returns, reshaping taxable-account planning.

By Steve Randall
How structured notes are entering a new phase of advisor adoption
ALTERNATIVES FEB 11, 2026
How structured notes are entering a new phase of advisor adoption

Halo’s co-founder and president Jason Barsema tells InvestmentNews that these investment vehicles are moving from niche to core.

By Steve Randall
Advisors are diversifying through alternate ETF vehicles due to index concentration
ETFS FEB 10, 2026
Advisors are diversifying through alternate ETF vehicles due to index concentration

The elevated concentration of stocks in passive large cap ETFs is forcing advisors to look elsewhere to increase diversification and limit volatility.

By Gregg Greenberg
Robinhood caps record 2025 with Q4 revenue surge, but shares fall on investor concerns
EQUITIES FEB 10, 2026
Robinhood caps record 2025 with Q4 revenue surge, but shares fall on investor concerns

Strong deposits, asset growth, and product breadth position platform for continued scale in 2026.

By Steve Randall
YCharts adds Hamilton Lane private markets benchmarks as advisors seek better data
ALTERNATIVES FEB 10, 2026
YCharts adds Hamilton Lane private markets benchmarks as advisors seek better data

New data integration gives advisors standardized views of private equity, credit, and real assets performance amid growing demand for private markets exposures.

By Leo Almazora
Energy stocks surge amid Trump climate rollback
EQUITIES FEB 10, 2026
Energy stocks surge amid Trump climate rollback

EPA expected to scrap Obama-era ‘endangerment finding’ on greenhouse gases.

By Steve Randall