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'Good' economic news may drive interest rate hikes, says Macquarie. This is what it means for advisors
EQUITIES JUN 08, 2026
'Good' economic news may drive interest rate hikes, says Macquarie. This is what it means for advisors

“We see the next move as a hike with our baseline timing being in 1Q27,” said David Doyle, head of economics at Macquarie Group.

By James Rogers
RFG Advisory teams up with iCapital to expand alternatives access
ALTERNATIVES JUN 08, 2026
RFG Advisory teams up with iCapital to expand alternatives access

Advisor demand for structured products and private markets puts pressure on independent platforms to deliver institutional-grade solutions.

By Leo Almazora
Triple shock kills private equity's second consecutive revival attempt
ALTERNATIVES JUN 08, 2026
Triple shock kills private equity's second consecutive revival attempt

Bain midyear report finds 33,000 unsold portfolio companies stuck in limbo as AI rout, credit stress, and Iran conflict stall dealmaking.

By Steve Randall
Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future
EQUITIES JUN 08, 2026
Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future

Tech giants dominate, but Friday’s $1.3T chip selloff highlights the risks alongside the opportunity.

By Steve Randall
ETF pioneer Dan Dolan calls for governance overhaul as fund industry tops $40T
ETFS JUN 07, 2026
ETF pioneer Dan Dolan calls for governance overhaul as fund industry tops $40T

The sector SPDR architect says proxy reform is the industry's next big win for investors.

By Steve Randall
OPEC+ raises output targets for fourth straight month despite Hormuz crisis crippling actual supply
ALTERNATIVES JUN 07, 2026
OPEC+ raises output targets for fourth straight month despite Hormuz crisis crippling actual supply

Paper increases mask a production collapse as Gulf exports remain blocked by the US-Iran war.

By Steve Randall
May jobs data blows past estimates as labor market shows strength. This is what it means for advisors
EQUITIES JUN 05, 2026
May jobs data blows past estimates as labor market shows strength. This is what it means for advisors

“The U.S. economy is in solid shape – and farther from a recession than many had feared,” said Katie Klingensmith, chief investment strategist at Edelman Financial Engines.

By James Rogers
Schwab opens up trading on crypto futures
ALTERNATIVES JUN 05, 2026
Schwab opens up trading on crypto futures

Demand for digital assets from retail investors and their advisors is likely to keep increasing.

By Bruce Kelly
Western Asset agrees to $100M SEC penalty over cherry-picking scheme
MUTUAL FUNDS JUN 05, 2026
Western Asset agrees to $100M SEC penalty over cherry-picking scheme

Franklin Resources' fixed-income unit settles SEC charges and closes firm-level DOJ and regulatory probes, but Kenneth Leech's criminal case continues.

By Leo Almazora
SpaceX shot down as S&P 500 blocks bid for fast-track entry
EQUITIES JUN 05, 2026
SpaceX shot down as S&P 500 blocks bid for fast-track entry

S&P Global reaffirms its profitability rules, leaving SpaceX's lofty $135-a-share IPO without the benchmark's passive fund boost.

By Leo Almazora
Housing market stalls as rising rates, foreclosure risk weigh on outlook
ALTERNATIVES JUN 05, 2026
Housing market stalls as rising rates, foreclosure risk weigh on outlook

New data from Zillow and ATTOM points to mounting headwinds for buyers and sellers alike as spring momentum fades.

By Steve Randall
PDT rule removal opens active trading to millions of retail investors
EQUITIES JUN 05, 2026
PDT rule removal opens active trading to millions of retail investors

Brokerages roll out real-time risk frameworks as $25,000 equity barrier falls after 25 years.

By Steve Randall
Why would an AI company headed for an IPO with a $1T valuation want to hit the brakes?
EQUITIES JUN 04, 2026
Why would an AI company headed for an IPO with a $1T valuation want to hit the brakes?

Anthropic says self-improving AI is closer than most think and believes the world should be ready to pause.

By Steve Randall
Betting language creeps into Robinhood’s RIA conference
ALTERNATIVES JUN 04, 2026
Betting language creeps into Robinhood’s RIA conference

“It's probably a $500 bet, so it's not like I've made a massive bet on the game, but I probably check it as much as I do my portfolio,” Robinhood user Ryan Frankel said at TradePMR's Synergy conference for financial advisors in Washington D.C.

By Andrew Cohen
Franklin Templeton touts first CLO ETF
ETFS JUN 04, 2026
Franklin Templeton touts first CLO ETF

The actively managed ETF targets CLO debt tranches in the U.S. and European markets.

By James Rogers
Vanguard's VOO becomes first ETF to surpass $1 trillion in assets
ETFS JUN 04, 2026
Vanguard's VOO becomes first ETF to surpass $1 trillion in assets

The milestone caps a relentless run driven by low costs and a historic shift toward passive index-based strategies among American investors.

By Leo Almazora
Defiance launches ETF built around the autism ecosystem
ETFS JUN 04, 2026
Defiance launches ETF built around the autism ecosystem

“For many advisors and investors, autism is not an abstract concept,” Sylvia Jablonski, CIO of Defiance ETFs, says of the new impact-focused offering.

By James Rogers
Is there a bubble in technology stocks or not? Advisors weigh in
EQUITIES JUN 04, 2026
Is there a bubble in technology stocks or not? Advisors weigh in

The massive run-up in AI technology stocks has wealth managers wondering what they should be doing to protect client portfolios from a replay of the dotcom bubble.

By Gregg Greenberg
Partners Group flags US fund under redemption pressure as private equity withdrawal fears deepen
ALTERNATIVES JUN 04, 2026
Partners Group flags US fund under redemption pressure as private equity withdrawal fears deepen

Delaware-domiciled fund may face liquidity cap, highlighting a need for clients to be certain of potential restrictions when investing in private markets funds.

By Steve Randall
Wellington Management strikes acquisition deal with Hartford Funds in $1.9B wealth push
MUTUAL FUNDS JUN 03, 2026
Wellington Management strikes acquisition deal with Hartford Funds in $1.9B wealth push

The agreement marks the end of a four-decade sub-advisory partnership while giving Wellington a scaled distribution platform for financial advisors.

By Leo Almazora