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Wednesday's CPI report could reshape the Fed's rate path — here's what advisors should watch
EQUITIES AUG 10, 2026
Wednesday's CPI report could reshape the Fed's rate path — here's what advisors should watch

“Could the data push the FOMC to delay the rate hike to December? Yes, it could,” wrote Thierry Wizman, global FX & rates strategist at Macquarie Group.

By James Rogers
Bezos-led group nears Liverpool stake as UHNW sports bets grow
ALTERNATIVES AUG 10, 2026
Bezos-led group nears Liverpool stake as UHNW sports bets grow

Jeff Bezos is closing in on an ownership deal involving the legacy soccer franchise, the latest sign of ultra-wealthy investors eyeing sports franchises as a core portfolio asset.

By Leo Almazora
Private credit defaults hit 5-year highs even as fundraising surges
ALTERNATIVES AUG 10, 2026
Private credit defaults hit 5-year highs even as fundraising surges

New data shows defaults at Ares, Blackstone, Blue Owl and Golub at their worst since 2021, even as Q2 fundraising sets pace for a record year.

By Steve Randall
Pre-retirees want guaranteed income, but advisors aren't excited to deliver
RETIREMENT PLANNING AUG 07, 2026
Pre-retirees want guaranteed income, but advisors aren't excited to deliver

New LIMRA data show most pre-retirees seek protected retirement income yet lack updated plans, exposing an advice and adoption gap.

By Leo Almazora
Weak jobs report likely keeps the Fed on hold — but next week's CPI could change that
EQUITIES AUG 07, 2026
Weak jobs report likely keeps the Fed on hold — but next week's CPI could change that

“The July payroll release disappointed across the board reversing the trend of this year’s positive labor market momentum,” said Jeff Schulze of ClearBridge Investments

By James Rogers
24-hour trading is coming – is your advisory practice ready?
EQUITIES AUG 07, 2026
24-hour trading is coming – is your advisory practice ready?

ViewTrade's James St. Clair says overnight markets are maturing fast, and advisors who ignore them risk leaving clients behind.

By Steve Randall
Digital assets belong in client portfolios, new 21Shares research argues
ALTERNATIVES AUG 07, 2026
Digital assets belong in client portfolios, new 21Shares research argues

Report finds that small, disciplined crypto allocations improved risk-adjusted returns across all client profiles over a three-year period.

By Steve Randall
Direxion looks to ride SpaceX wave with bear ETF
ETFS AUG 06, 2026
Direxion looks to ride SpaceX wave with bear ETF

The new offering joins Direxion’s SpaceX bull ETF in the provider’s lineup.

By James Rogers
With Active ETFs now at 12% of the $15T US market, is the mutual funds era closing?
ETFS AUG 06, 2026
With Active ETFs now at 12% of the $15T US market, is the mutual funds era closing?

New research from UMB Fund Services and FUSE Research Network shows active ETF adoption has tripled in five years, with 54% of advisors planning to increase allocations in the next 12 months.

By Steve Randall
Income needed to buy a typical US home remains near record high of $110,000
ALTERNATIVES AUG 06, 2026
Income needed to buy a typical US home remains near record high of $110,000

Affordability has edged slightly higher for first-time buyers, but the gap between what Americans earn and what homeownership costs remains historically wide.

By Steve Randall
SpaceX stock tumbles as earnings reveal 'enormous price of growth': This is what advisors need to know
EQUITIES AUG 05, 2026
SpaceX stock tumbles as earnings reveal 'enormous price of growth': This is what advisors need to know

SpaceX shares ended Wednesday's session down more than 13%.

By James Rogers
Schwab clients turn bullish on US stocks as confidence surges in Q3
EQUITIES AUG 05, 2026
Schwab clients turn bullish on US stocks as confidence surges in Q3

Sentiment survey shows investor bullishness nearly doubled from Q2, as traders grew more optimistic despite overvaluation concerns.

By Steve Randall
Selling future earnings: what advisors tell their athlete clients
ALTERNATIVES AUG 04, 2026
Selling future earnings: what advisors tell their athlete clients

Platforms like Agentiq offering athletes upfront cash are drawing red flags from wealth advisors.

By Andrew Cohen
Sharp discounts for private credit funds: buy, sell or hold?
ALTERNATIVES AUG 04, 2026
Sharp discounts for private credit funds: buy, sell or hold?

It’s been a tough year for such funds. For the year ending Monday, the S&P BDC Index was down 21.4%.

By Bruce Kelly
Annuity sales hit a record as war and Fed jitters redraw fixed income
RETIREMENT PLANNING AUG 04, 2026
Annuity sales hit a record as war and Fed jitters redraw fixed income

Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.

By Leo Almazora
Trump rebukes Exxon, Chevron and suggests firms must ‘give back’ some of surging oil profits
EQUITIES AUG 04, 2026
Trump rebukes Exxon, Chevron and suggests firms must ‘give back’ some of surging oil profits

President calls out America's biggest oil companies for record earnings as war-driven crude prices push pump costs up 40%

By Steve Randall
Earnings, then a lockup expiration: Two SpaceX catalysts advisors can't ignore
EQUITIES AUG 03, 2026
Earnings, then a lockup expiration: Two SpaceX catalysts advisors can't ignore

Analysts expect $6.9 billion in SpaceX first-quarter revenue — but there's another big catalyst looming later this week.

By James Rogers
Macquarie touts infrastructure credit-focused BDC
ALTERNATIVES AUG 03, 2026
Macquarie touts infrastructure credit-focused BDC

The new BDC is aimed at wealth investors.

By James Rogers
Expect more hood-popping for continuation vehicles amid SEC scrutiny, says legal expert
ALTERNATIVES AUG 03, 2026
Expect more hood-popping for continuation vehicles amid SEC scrutiny, says legal expert

EisnerAmper's Nick Tsafos argues a reported probe by the SEC, along with fresh questions raised by AI, should push advisors to vet secondary PE exits more like new deals.

By Leo Almazora
The most hawkish Fed vote since 2016 just repriced fixed income — here is how advisors are responding
FIXED INCOME AUG 03, 2026
The most hawkish Fed vote since 2016 just repriced fixed income — here is how advisors are responding

Three dissenting votes from Hammack, Kashkari, and Logan sent the 30-year Treasury to a 19-year high of 5.21% — and advisors who never positioned for cuts are watching the chaos from the sidelines

By Gregg Greenberg