Investing

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BlackRock touts new iShares Nasdaq 100 ETF on the same day that SpaceX joins index
ETFS JUL 07, 2026
BlackRock touts new iShares Nasdaq 100 ETF on the same day that SpaceX joins index

Elon Musk’s SpaceX has been fast-tracked onto the Nasdaq 100 less than a month after its mega IPO.

By James Rogers
ESG investing isn't dead — it's just been stripped of its buzzword
EQUITIES JUL 07, 2026
ESG investing isn't dead — it's just been stripped of its buzzword

Despite $27 billion in ESG fund outflows in late 2025 and political headwinds, three advisors say values-based investing is maturing, not disappearing

By Gregg Greenberg
US-listed ETFs smash records: $196B in June, $1T at half-year, on target for $2.3T full year
ETFS JUL 07, 2026
US-listed ETFs smash records: $196B in June, $1T at half-year, on target for $2.3T full year

Active funds and credit lead a record first half even as equities dipped 0.9% in June.

By Steve Randall
IRA investors keep rushing toward lower-cost mutual funds
RETIREMENT PLANNING JUL 06, 2026
IRA investors keep rushing toward lower-cost mutual funds

New ICI research shows these retirement savers pay expense ratios nearly matching industrywide averages, extending years of fee declines

By Leo Almazora
US household wealth grows more liquid than global peers
RETIREMENT PLANNING JUL 06, 2026
US household wealth grows more liquid than global peers

UBS data show American net worth is shifting from property to cash and funds faster than in seven other wealthy nations.

By Leo Almazora
Oil supply glut clouds outlook, but new supply does not mean risk is over
ALTERNATIVES JUL 06, 2026
Oil supply glut clouds outlook, but new supply does not mean risk is over

Cheap crude and swelling stockpiles complicate the inflation picture even as geopolitical risk lingers.

By Steve Randall
High-end homes boost latest HPI, but more recent data highlights two-speed market
ALTERNATIVES JUL 03, 2026
High-end homes boost latest HPI, but more recent data highlights two-speed market

Case-Shiller data shows price growth accelerating while Realtor.com sees buyers gaining ground.

By Steve Randall
June jobs data surprise with 'big miss'. This is what it means for advisors
EQUITIES JUL 02, 2026
June jobs data surprise with 'big miss'. This is what it means for advisors

“The market was braced for a strong jobs report, but this was a big miss,” said Stephen Coltman, head of macro at 21shares.

By James Rogers
Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street
RETIREMENT PLANNING JUL 01, 2026
Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street

Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients

By Leo Almazora
Gold logs worst quarter in 13 years as rate-hike fears mount
ALTERNATIVES JUL 01, 2026
Gold logs worst quarter in 13 years as rate-hike fears mount

Bullion's steepest quarterly slide since 2013 has advisors weighing rate risk against signs of a possible second-half rebound

By Leo Almazora
Trump crypto ventures generated more than $1.2 billion in disclosed proceeds
ALTERNATIVES JUL 01, 2026
Trump crypto ventures generated more than $1.2 billion in disclosed proceeds

Annual ethics filing details token sales, pledged asset line and modest retirement income from two pensions.

By Steve Randall
SEC seeks comment on prediction-market ETFs after May pause
ALTERNATIVES JUN 30, 2026
SEC seeks comment on prediction-market ETFs after May pause

Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.

By Leo Almazora
Citi appoints Michael Yannell as hedge funds chief as wealth management push continues
ALTERNATIVES JUN 30, 2026
Citi appoints Michael Yannell as hedge funds chief as wealth management push continues

Michael Yannell rejoined Citi in 2019 as head of hedge fund research.

By James Rogers
North America largely shielded as Hormuz shock reshapes global outlook
EQUITIES JUN 30, 2026
North America largely shielded as Hormuz shock reshapes global outlook

S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil.

By Steve Randall
$65bn a year: the hidden cost of mortgage borrowers not shopping around
ALTERNATIVES JUN 30, 2026
$65bn a year: the hidden cost of mortgage borrowers not shopping around

Delinquencies and foreclosure inventory creep higher as affordability pressures weigh on borrowers.

By Steve Randall
Dynasty taps ex-MLB player Matt LaPorta for sports investing push
ALTERNATIVES JUN 29, 2026
Dynasty taps ex-MLB player Matt LaPorta for sports investing push

The former Cleveland first baseman says youth sports has become an "arms race" as Congress proposed a bill to restrict private equity in youth sports

By Andrew Cohen
A double-digit market correction is looming. This is what advisors need to know
EQUITIES JUN 29, 2026
A double-digit market correction is looming. This is what advisors need to know

“The market volatility seen so far in June is the tip of the iceberg,” says David Laut, chief investment officer at Kerux Financial.

By James Rogers
Bitcoin ETF outflows cross record $4 billion in June
ALTERNATIVES JUN 29, 2026
Bitcoin ETF outflows cross record $4 billion in June

Investor withdrew from spot bitcoin funds at their fastest pace ever this month, eclipsing last year's worst period and raising questions about the durability of institutional demand.

By Leo Almazora
IPO scarcity rush is a trap: How advisors should handle AI stock demand
EQUITIES JUN 29, 2026
IPO scarcity rush is a trap: How advisors should handle AI stock demand

Clients want SpaceX, Anthropic, and OpenAI — but three advisors say the smart money was already in long before any listing, and chasing the IPO pop is where the real risk lives

By Gregg Greenberg
Advisor use of alternatives doubles in depth as portfolio integration deepens, Brookfield finds
ALTERNATIVES JUN 29, 2026
Advisor use of alternatives doubles in depth as portfolio integration deepens, Brookfield finds

Deep alternatives knowledge among advisors has nearly doubled as evergreen fund appetite grows.

By Steve Randall