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Musk merger creates $1.25T privately-held company ripe for IPO, but what about Tesla?
EQUITIES FEB 03, 2026
Musk merger creates $1.25T privately-held company ripe for IPO, but what about Tesla?

SpaceX acquires xAI which could move IPO closer, but investors were anticipating a deal including the EV maker.

By Steve Randall
Vanguard claims $250M win for mutual fund investors with latest fee cuts
ETFS FEB 02, 2026
Vanguard claims $250M win for mutual fund investors with latest fee cuts

Latest round of lower expense ratios spans 84 mutual fund and ETF share classes and touches roughly one-quarter of Vanguard’s lineup.

By Leo Almazora
Advisors react to President Trump's choice of Kevin Warsh as next Fed Chair
FIXED INCOME FEB 02, 2026
Advisors react to President Trump's choice of Kevin Warsh as next Fed Chair

President Trump tapped Kevin Warsh to replace Jerome Powell as Fed Chair last Friday and now wealth managers are weighing in on the choice.

By Gregg Greenberg
Private markets after the stress test: HarbourVest’s Scott Voss on what’s next
ALTERNATIVES FEB 02, 2026
Private markets after the stress test: HarbourVest’s Scott Voss on what’s next

A stress-tested asset class emerges more concentrated, more capital-intensive, and increasingly shaped by AI, scale, and new structures for liquidity.

By Steve Randall
Silver suffers historic ‘flash crash’ while US equity futures slip following Fed chair nomination
EQUITIES FEB 02, 2026
Silver suffers historic ‘flash crash’ while US equity futures slip following Fed chair nomination

Wall Street futures slide while precious metals erase trillions in value following the pick of Kevin Warsh to lead the Federal Reserve.

By Steve Randall
Will value stocks continue their hot streak in 2026?
EQUITIES JAN 30, 2026
Will value stocks continue their hot streak in 2026?

Value stocks have outperformed growth in January. But can they do it for the entire year? Wealth managers weigh in.

By Gregg Greenberg
Apple reports strong earnings, Tesla rebounds after tech stocks slide as Microsoft disappoints
EQUITIES JAN 29, 2026
Apple reports strong earnings, Tesla rebounds after tech stocks slide as Microsoft disappoints

Magnificent 7 shares are firmly in the spotlight this week as firms unveil earnings, plans

By Steve Randall
Life insurance platform’s shares plunge on trading debut
EQUITIES JAN 29, 2026
Life insurance platform’s shares plunge on trading debut

Champagne goes flat after $200 million IPO amid rout in tech stocks

By James Burton
BlackRock, Partners Group roll out private markets SMA
ALTERNATIVES JAN 29, 2026
BlackRock, Partners Group roll out private markets SMA

New multi-alts structure bundles private equity, private credit, and real assets into three outcome-based strategies on Morgan Stanley’s wealth platform

By Leo Almazora
Tech rout deepens as AI fears hit software and cloud bellwethers
EQUITIES JAN 29, 2026
Tech rout deepens as AI fears hit software and cloud bellwethers

Stumbles at Microsoft and Oracle add to leery investors' scrutiny of heavy AI infrastructure spending and its uncertain payoff timeline.

By Leo Almazora
Wealth managers debate whether small-cap rally is here to stay
EQUITIES JAN 29, 2026
Wealth managers debate whether small-cap rally is here to stay

The Russell 2000 has outperformed the S&P 500 significantly in the past 6 months. This has advisors wondering if it's time to "go small."

By Gregg Greenberg
Record-setting surge in active ETFs redefines 2025 product landscape
ETFS JAN 29, 2026
Record-setting surge in active ETFs redefines 2025 product landscape

Research shows unprecedented active ETF launches and inflows reshaping advisor allocations.

By Steve Randall
Morgan Stanley: Retail investors hold bullish line as inflation anxiety persists
EQUITIES JAN 29, 2026
Morgan Stanley: Retail investors hold bullish line as inflation anxiety persists

Q1 2026 investor pulse shows steady optimism, rising portfolio inertia and sector shifts.

By Steve Randall
Magnificent 7 earnings: Meta, Microsoft and Tesla signal the next phase of AI-driven markets
EQUITIES JAN 28, 2026
Magnificent 7 earnings: Meta, Microsoft and Tesla signal the next phase of AI-driven markets

Record cash flows fund massive AI bets, raising both opportunity and margin questions

By Steve Randall
Should advisors take profits on gold after its amazing run?
EQUITIES JAN 28, 2026
Should advisors take profits on gold after its amazing run?

Wealth managers fortunate enough to own gold in client accounts debate whether they should take profits after the yellow metal's shining run.

By Gregg Greenberg
Wealth advisors eye bigger role for private markets in 2026
ALTERNATIVES JAN 28, 2026
Wealth advisors eye bigger role for private markets in 2026

Private equity, real estate, and venture capital stand out as favored strategies, even as views on private credit turn more cautious.

By Leo Almazora
Federal Reserve keeps interest rate steady despite Trump pressure
FIXED INCOME JAN 28, 2026
Federal Reserve keeps interest rate steady despite Trump pressure

The Federal Reserve has defied President Donald Trump by keeping its policy rate steady at 3.5% to 3.75%

By James Rogers
Amazon's 'Project Dawn' email leak accidentally exposes global redundancies
EQUITIES JAN 28, 2026
Amazon's 'Project Dawn' email leak accidentally exposes global redundancies

Amazon’s closely guarded “Project Dawn” redundancies were accidentally exposed when a draft email from a senior AWS executive was mistakenly sent to staff

Insurers reel as share prices plunge after new Trump administration proposal
EQUITIES JAN 27, 2026
Insurers reel as share prices plunge after new Trump administration proposal

Stock price bloodbath as carriers lose tens of billions of dollars of market value.

By Matthew Sellers
Should wealth managers keep riding the silver train?
ALTERNATIVES JAN 27, 2026
Should wealth managers keep riding the silver train?

Silver has passed the century mark at more than $100 an ounce, but advisors are split as to how long the metal's melt up will continue.

By Gregg Greenberg