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Canada dethrones the US as infrastructure investors lose faith in American political stability
ALTERNATIVES MAY 15, 2026
Canada dethrones the US as infrastructure investors lose faith in American political stability

Record $289B raised in 2025, but geopolitical risk reshapes where global capital wants to go.

By Steve Randall
Homeownership challenges: 50-year mortgages, retirement account raids considered
ALTERNATIVES MAY 15, 2026
Homeownership challenges: 50-year mortgages, retirement account raids considered

New research shows the risks aspiring buyers are willing to take get a foot in the door, but Black and Hispanic Americans are still likely to struggle to own.

By Steve Randall
Cerebras IPO explodes onto Nasdaq as AI chip frenzy mints billionaires, but is SpaceX next?
EQUITIES MAY 14, 2026
Cerebras IPO explodes onto Nasdaq as AI chip frenzy mints billionaires, but is SpaceX next?

Silicon Valley's blockbuster $5.55 billion debut signals a coming wave of AI listings — and South Korea is riding the same wave.

By Steve Randall
BDCs face new pressure. Sales slide. Will values follow?
ALTERNATIVES MAY 14, 2026
BDCs face new pressure. Sales slide. Will values follow?

Clients sold back $6.9 billion of BDC shares to funds in the first quarter, outpacing fund raising by $2 billion, according to Stanger.

By Bruce Kelly
WallStreetBets takes on the SEC — and makes a surprisingly sharp case
EQUITIES MAY 14, 2026
WallStreetBets takes on the SEC — and makes a surprisingly sharp case

The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.

By Leo Almazora
The worlds of AI and ETFs are converging. Pacer ETFs wants a part of it
ETFS MAY 14, 2026
The worlds of AI and ETFs are converging. Pacer ETFs wants a part of it

Fund provider Pacer ETFs is one of the latest companies to ride the fast-growing AI wave.

By James Rogers
Wells Fargo Investment Institute warns that US debt trajectory is serious, but not a crisis yet
FIXED INCOME MAY 14, 2026
Wells Fargo Investment Institute warns that US debt trajectory is serious, but not a crisis yet

Washington's borrowing binge is unsustainable long-term, but Treasuries remain a cornerstone of global portfolios.

By Steve Randall
Has Warsh just been given a poisoned chalice?
EQUITIES MAY 13, 2026
Has Warsh just been given a poisoned chalice?

Balance sheet risk and sticky inflation rewrite the rate-cut playbook for RIAs.

By Matthew Sellers
PPI data comes in much hotter than expected. This is what the inflation spike means for advisors
EQUITIES MAY 13, 2026
PPI data comes in much hotter than expected. This is what the inflation spike means for advisors

The spike in the latest PPI data was the largest 12-month increase since December 2022.

By James Rogers
BlackRock says bond investors can earn 6%+ as geopolitical shocks reshape markets
FIXED INCOME MAY 13, 2026
BlackRock says bond investors can earn 6%+ as geopolitical shocks reshape markets

Asset manager urges “dynamic patience” as higher yields and wider dispersion boost active fixed income.

By Steve Randall
April budget surplus falls short as refunds dent tax season gains
FIXED INCOME MAY 12, 2026
April budget surplus falls short as refunds dent tax season gains

A $43 billion drop in the federal surplus signals that new tax breaks are reshaping how much Washington collects – and keeps.

By Leo Almazora
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs
EQUITIES MAY 12, 2026
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs

“Our corporations are in a great position and that feeds the economy,” said Lindsay Rosner, head of multi-sector investing at Goldman Sachs.

By James Rogers
Is $100 billion the new normal for quarterly annuity sales?
RETIREMENT PLANNING MAY 12, 2026
Is $100 billion the new normal for quarterly annuity sales?

The latest preliminary data release from LIMRA show advisors leaning into RILAs, income annuities and protection strategies as clients put certainty over yield.

By Leo Almazora
The latest CPI data came in pretty hot. This is what it means for advisors
EQUITIES MAY 12, 2026
The latest CPI data came in pretty hot. This is what it means for advisors

CPI, an important measure for inflation, increased 3.8% over the last 12 months.

By James Rogers
What do rising home prices and stabilizing sales mean for your clients’ wealth plans?
ALTERNATIVES MAY 12, 2026
What do rising home prices and stabilizing sales mean for your clients’ wealth plans?

April sales edge higher while data points to broadening home-price momentum.

By Steve Randall
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors
EQUITIES MAY 11, 2026
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors

Former Fed Governor Kevin Warsh has been nominated by President Donald Trump to succeed Jerome Powell as Fed Chair.

By James Rogers
Cracks widen in private credit as Apollo weighs $3B fund sale
ALTERNATIVES MAY 11, 2026
Cracks widen in private credit as Apollo weighs $3B fund sale

Rising defaults, investor redemptions and AI-driven loan markdowns are straining business development companies across the industry.

By Leo Almazora
Franklin Templeton expands alts push with model portfolio launch on Corastone network
ALTERNATIVES MAY 11, 2026
Franklin Templeton expands alts push with model portfolio launch on Corastone network

The global asset manager and the self-styled private markets hyperscaler are making it easier for advisors to diversify portfolios at speed and at scale.

By Leo Almazora
Private markets face retail reset as firms push for greater transparency
ALTERNATIVES MAY 11, 2026
Private markets face retail reset as firms push for greater transparency

Apollo explores $3 billion fund sale, KKR shrugs off turmoil, and new data tools aim to reassure investors.

By Steve Randall
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan
EQUITIES MAY 11, 2026
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan

Oil market along with inflation concerns remain escalated as tension remains.

By Steve Randall