Latest sentiment barometers show mixed opinions on how well 2026 is progressing.
Fragmented market leadership and uneven valuations push advisors to rethink global equity allocations in 2026.
The White House bid to bar large investors from single-family purchases clashes with bipartisan housing supply agenda.
Even with stronger-than-expected quarterly results, markets are punishing the "poster child for the AI-killing-software narrative" while keeping the faith in Oracle, Microsoft, and Nvidia.
Wealth managers rotating out of large-cap tech stocks are starting positions in less crowded areas like mid-caps.
Almost 5 million homeowners joined refi-eligible cohort as small rate moves reshapes mortgage math, while equity stress and regional price gaps persist nationwide.
From advertising to sports betting, the numbers are eyewatering with one notable exception.
Research widens revenue range to $10B, highlighting complexity, consolidation and digital-first models.
Steep losses in digital assets, alongside a pullback in growth names, are forcing investors to revisit how much volatility they can stomach.
Strong 2025 returns haven’t translated into allocations as advisors cite education and perception gaps.
Software rivals are not the only businesses that could be impacted, leading to questions for portfolio managers.
Record inflows and structural shifts show active ETFs becoming a core tool for advisors.
Magnificent 7 firm reports earnings after the closing bell but extends AI concerns
Report highlights stable ratings, strong capital buffers and steady annuity growth into 2026.
Robust earnings overshadowed as software and AI stocks plunge, leaving advisors to rethink tech exposure.
His exit from the Council of Economic Advisers ends a rare dual role that had raised fresh questions about the Fed’s independence and the Trump administration’s grip on monetary policy.
The January jobs report may be pushed back due to the partial government shutdown, but that doesn't mean wealth managers don't have it on their minds.
House prices are still rising but rental returns may be harder to maximize in the current climate.
Selloff grips legal tech and software names with investors reassessing software, private credit, and AI‑exposed holdings across public and private markets.
Nuveen, which has over $200 billion in municipal assets under management, will release co-branded apparel with Wahlberg's Municipal brand after the idea was introduced by financial advisor Bruce Lee.
