Deal momentum builds for 2026 as advisors navigate selective growth, tech focus and liquidity innovation.
Events in Venezuela, Greenland and Iran are dominating the news and prompting client questions, but does geopolitical instability really mean portfolio changes are necessary?
European leaders hope that diplomacy can avoid trade war escalation including ‘bazooka’ option.
New blockchain-based venue promises 24/7 equity trading, faster settlement and new liquidity dynamics.
Report highlights the generational wealth wave forcing a new playbook for luxury real estate advice dubbed ‘nest investing’
Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another look in the coming months.
Despite heavy investment in the technology, business leaders are not confident in ROI any time soon.
The Rams owner’s latest mega-deal spotlights how an elite circle of billionaires is amassing control over ranches and farmland as an asset class.
The Larry Fink-led asset manager posted strong inflows and fee growth to end 2025, while insisting credit conditions are stable in its core portfolios.
After a dismal year for venture capital investing in 2025, wealth managers decide whether to step up their allocations in 2026.
Rising defaults, shifting allocations and structural change define a more complex private credit landscape.
Cronk, Timmerman urge balance of resilient growth data with rising geopolitical risk in client strategies.
Weekly ICI estimates show $23.34B pulled from long-term mutual funds, while one asset class is attracting significant inflows.
Tie-up seeks to deepen retirement-plan access to private markets as advisors weigh diversification benefits, fees, and suitability.
Survey points to a disconnect between high-net-worth demand for sophisticated tax guidance and the relatively limited role of after-tax returns in many advisors’ decisions.
Bitcoin finished 2025 slightly lower after a turbulent ride, but wealth managers see it bouncing back in the coming months. Here's why.
Individual investor assets surge, forcing firms and advisors to rethink growth strategies.
Survey reveals unparalleled advisor crypto adoption, rising access, and fresh areas of focus in 2026.
US asset manager transfers C$26B in Canadian funds while retaining portfolio oversight role.
Wall Street and global central bankers fear politicizing the Fed could rattle markets and push US borrowing costs higher.
