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The Iran war has roiled markets and sent oil prices surging. But these are the reasons why advisors shouldn't be spooked
EQUITIES MAR 02, 2026
The Iran war has roiled markets and sent oil prices surging. But these are the reasons why advisors shouldn't be spooked

"The most likely outcomes are manageable," said Adrian Helfert, chief investment officer of multi-asset strategies at Westwood, as the markets and oil prices react to the escalating Iran war.

By James Rogers
Janus Henderson’s Adam Hetts considers what’s ahead for markets as Iran conflict escalates
EQUITIES MAR 02, 2026
Janus Henderson’s Adam Hetts considers what’s ahead for markets as Iran conflict escalates

Global head of multi-asset gives first reaction to the latest Middle East tensions.

By Steve Randall
Markets shift into defense mode as Iran conflict jolts oil, equities and trading oversight debate
EQUITIES MAR 01, 2026
Markets shift into defense mode as Iran conflict jolts oil, equities and trading oversight debate

Safe-haven demand rises as oil disruption fears grow and prediction markets face scrutiny.

By Steve Randall
Latest inflation data comes in hotter than expected. Here is what it means for advisors
EQUITIES FEB 27, 2026
Latest inflation data comes in hotter than expected. Here is what it means for advisors

The latest PPI data could give the Fed “another reason to be more patient with rate cuts,” said Chris Zaccarelli of Northlight Asset Management.

By James Rogers
Allocate taps advisor demand for fund exposure to OpenAI, Anthropic
ALTERNATIVES FEB 27, 2026
Allocate taps advisor demand for fund exposure to OpenAI, Anthropic

CEO Samir Kaji explains how Allocate's private markets platform positions RIAs to capitalize on companies driving the AI economy outside of Nvidia and other blue chips.

By Andrew Cohen
From boom to bust: BDC sales tank in the midst of market turmoil for private credit
ALTERNATIVES FEB 27, 2026
From boom to bust: BDC sales tank in the midst of market turmoil for private credit

Meanwhile, some business development companies have started slashing dividends.

By Bruce Kelly
Block shares surge after mass AI-fuelled layoffs
EQUITIES FEB 27, 2026
Block shares surge after mass AI-fuelled layoffs

Markets welcome mo e to slash 40% of jobs as Jack Dorsey sets out his AI strategy.

By James Burton
BlackRock sees global bond revival as labor risks rise and yield opportunities expand
FIXED INCOME FEB 27, 2026
BlackRock sees global bond revival as labor risks rise and yield opportunities expand

Global dispersion, softer labor markets and higher real yields reshape fixed income outlook.

By Steve Randall
Kalshi adds another brokerage partner amid insider trading tied to MrBeast employee
FINTECH FEB 26, 2026
Kalshi adds another brokerage partner amid insider trading tied to MrBeast employee

Brokerage fintech DriveWealth will integrate with Kalshi's prediction markets, as a MrBeast employee was fined and suspended over insider trading on Kalshi.

By Andrew Cohen
Warner Bros. Discovery board backs Paramount bid as Netflix declines to raise offer
EQUITIES FEB 26, 2026
Warner Bros. Discovery board backs Paramount bid as Netflix declines to raise offer

The news sets the path for a conclusion to the long-running media industry saga.

By Steve Randall
Bullish sentiment cools as younger investors grow wary, but dip-buying appetite holds firm
EQUITIES FEB 26, 2026
Bullish sentiment cools as younger investors grow wary, but dip-buying appetite holds firm

Research shows under 40s are more likely to be pulling back from the market despite overall market optimism.

By Steve Randall
Closing the annuity implementation gap: Why advisor adoption still lags
RETIREMENT PLANNING FEB 26, 2026
Closing the annuity implementation gap: Why advisor adoption still lags

FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.

By Steve Randall
Tariff refund frenzy draws Wall Street traders, litigation funders into $130 billion battle
EQUITIES FEB 26, 2026
Tariff refund frenzy draws Wall Street traders, litigation funders into $130 billion battle

Investors rush to buy claims as courts weigh who ultimately gets billions in tariff refunds.

By Steve Randall
Nvidia’s blowout year extends AI rally, deepening mega-cap concentration risk
EQUITIES FEB 25, 2026
Nvidia’s blowout year extends AI rally, deepening mega-cap concentration risk

Explosive AI demand powers data-center surge and massive cash returns for chipmaker.

By Steve Randall
Trump: ‘Golden Age’ economy built on tariffs, new retirement accounts but a skeptical public
EQUITIES FEB 25, 2026
Trump: ‘Golden Age’ economy built on tariffs, new retirement accounts but a skeptical public

InvestmentNews trawls through the highlights of the longest ever State of the Union address.

By Steve Randall
Infrastructure fundraising roars back as data centers, energy transition reset investor priorities
ALTERNATIVES FEB 25, 2026
Infrastructure fundraising roars back as data centers, energy transition reset investor priorities

With $474B sought globally, managers chase AI data centers, secondaries liquidity and energy mandates.

By Steve Randall
Carta links 401(k) plans to cap tables in Morgan Stanley, Vestwell tie-up
RETIREMENT PLANNING FEB 24, 2026
Carta links 401(k) plans to cap tables in Morgan Stanley, Vestwell tie-up

New workplace savings program targets startup employees by merging institutional portfolios, retirement tech, and equity ownership on a single platform.

By Leo Almazora
Private no more! Blue Owl’s struggles have advisors publicly debating the merits of private credit
FIXED INCOME FEB 24, 2026
Private no more! Blue Owl’s struggles have advisors publicly debating the merits of private credit

Blue Owl's struggles over its loan portfolio have enlivened the debate over the benefits of adding private credit to client portfolios.

By Gregg Greenberg
AI’s capital boom is reshaping markets, says Janus Henderson
EQUITIES FEB 24, 2026
AI’s capital boom is reshaping markets, says Janus Henderson

Debt issuance, SaaS disruption and power demand redefine AI investing opportunities ahead, report states.

By Steve Randall
Leveraged ETFs ride retail trading boom as single-stock bets redefine market stress playbook
ETFS FEB 24, 2026
Leveraged ETFs ride retail trading boom as single-stock bets redefine market stress playbook

Research finds retail traders reshaping leveraged ETF behavior across selloffs.

By Steve Randall