Investing

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Advisors stay bullish yet cautious on stocks heading into second half
EQUITIES MAY 28, 2026
Advisors stay bullish yet cautious on stocks heading into second half

Wealth managers weigh in with their second half outlooks as stocks march higher into the summer months.

By Gregg Greenberg
SpaceX's index fund debut will look nothing like what most investors expect, says Jacob Friedman
PRACTICE MANAGEMENT MAY 28, 2026
SpaceX's index fund debut will look nothing like what most investors expect, says Jacob Friedman

Float mechanics, competing methodologies, and a flurry of rule rewrites mean passive investors face wildly unequal SpaceX exposure.

By Steve Randall
Goldman Sachs ETF platform hits milestone, boosted by demand for active funds
ETFS MAY 27, 2026
Goldman Sachs ETF platform hits milestone, boosted by demand for active funds

“We want to be focused on the active end where we can provide real solutions to investors,” said Bryon Lake of Goldman Sachs Asset Management.

By James Rogers
Mega-IPOs set to force reckoning for mutual funds, ETFs as indexes reshuffle
EQUITIES MAY 27, 2026
Mega-IPOs set to force reckoning for mutual funds, ETFs as indexes reshuffle

SpaceX, OpenAI and Anthropic listings could trigger billions in passive fund rebalancing as index rules accelerate benchmark entry.

By Leo Almazora
REX Shares takes aim at space and data centers with new leveraged ETFs
ETFS MAY 27, 2026
REX Shares takes aim at space and data centers with new leveraged ETFs

The ETFs harness the daily performance of AST SpaceMobile and Lumentum Holdings.

By James Rogers
From firefighter pensions to KKR: How early alts exposure helped shape Doug Krupa
ALTERNATIVES MAY 27, 2026
From firefighter pensions to KKR: How early alts exposure helped shape Doug Krupa

Krupa’s dad talked the young Doug out of following in his footsteps and becoming a firefighter.

By James Rogers
Crypto has arrived in the brokerage account but what does it mean for advisors?
INDEPENDENT BROKER DEALERS MAY 27, 2026
Crypto has arrived in the brokerage account but what does it mean for advisors?

Prometheum's Aaron Kaplan on why clearing ETH inside a US brokerage account changes the conversation and what still needs to happen before adoption scales.

By Steve Randall
Jewish values RIA pushes Meta shareholders to demand antisemitism transparency report
EQUITIES MAY 27, 2026
Jewish values RIA pushes Meta shareholders to demand antisemitism transparency report

JLens managing director speaks to InvestmentNews ahead of today’s Meta vote.

By Steve Randall
Micron above $1T, SpaceX-Tesla merger talk electrify markets, but Dow misses out on 130th birthday bonus
EQUITIES MAY 26, 2026
Micron above $1T, SpaceX-Tesla merger talk electrify markets, but Dow misses out on 130th birthday bonus

Chip rally and speculation about the upcoming IPO have led to a busy post-holiday record for S&P while Nasdaq gains.

By Steve Randall
BP shares plunge as chairman is ousted over 'serious' conduct concerns
EQUITIES MAY 26, 2026
BP shares plunge as chairman is ousted over 'serious' conduct concerns

BP’s board announced the removal of its chairman, Albert Manifold, over what it described as "serious concerns" relating to governance, oversight and conduct

By InvestmentNews
Earnings season proved sunny, but advisors warn of potential summer storm ahead for stocks
EQUITIES MAY 26, 2026
Earnings season proved sunny, but advisors warn of potential summer storm ahead for stocks

“With earnings season over for the next couple of months, the likelihood of a summer selloff is high,” said Dennis Follmer, chief investment officer at Montis Financial.

By James Rogers
Treasury yields drop as Iran ceasefire hopes offset fresh US military strikes
FIXED INCOME MAY 26, 2026
Treasury yields drop as Iran ceasefire hopes offset fresh US military strikes

Bond markets returned from the holiday weekend pricing in peace deal optimism, even as fighting flared in the Strait of Hormuz.

By Steve Randall
Why cryptocurrency can be an estate planning 'nightmare'
ALTERNATIVES MAY 22, 2026
Why cryptocurrency can be an estate planning 'nightmare'

Cryptocurrency keys, and who holds them, add new levels of complexity to the estate planning process, warns Stacy Francis, president of Francis Financial.

By James Rogers
Don't forget dividend stocks as market spotlight shines on technology, Treasury yields
EQUITIES MAY 22, 2026
Don't forget dividend stocks as market spotlight shines on technology, Treasury yields

Advisors say dividend stocks are a smart solution for clients seeking income, especially in an inflationary environment.

By Gregg Greenberg
Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close
EQUITIES MAY 22, 2026
Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close

Confidence is building for H2 2026, but buyers and sellers remain misaligned on price.

By Steve Randall
What really matters to mutual fund investors?
MUTUAL FUNDS MAY 22, 2026
What really matters to mutual fund investors?

Mutual fund investors are scrutinizing costs and returns more closely than ever, according to new research.

By Steve Randall
Vanguard adds dynamic model portfolios as active-passive demand grows
ETFS MAY 21, 2026
Vanguard adds dynamic model portfolios as active-passive demand grows

The giant asset manager's latest foray into blended portfolios extends its efforts to support financial advisors' growth at scale.

By Leo Almazora
SEC chief Atkins signals caution on prediction market ETFs amid broader rethink of novel fund structures
ETFS MAY 21, 2026
SEC chief Atkins signals caution on prediction market ETFs amid broader rethink of novel fund structures

Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.

By Leo Almazora
Polen Capital aims to boost advisor choice with active growth equity ETFs
ETFS MAY 21, 2026
Polen Capital aims to boost advisor choice with active growth equity ETFs

“Many advisors continue to seek more tax-efficient ways to access differentiated active strategies,” said Laura Graff, head of product strategy at Polen.

By James Rogers
Financial advisors dig into energy's impact on stock prices
EQUITIES MAY 21, 2026
Financial advisors dig into energy's impact on stock prices

Oil prices have surged in the past month as the Iran conflict remains unsolved, but equities have bounced back. Wealth managers weigh in on the relationship between crude and stocks.

By Gregg Greenberg