As advisors move beyond deal-by-deal investing, Ares Wealth Management's Brendan McCurdy says 2026 will mark a deeper integration of private equity, credit and real assets into traditional 60/40 portfolios.
Report highlights behavioral misalignment leading to under-allocation.
Firm's senior investment leaders have been speaking at a roundtable.
Financial advisors explain how they are adapting to the current 'k-shaped' economy.
Industry group says policy switch to electronic delivery, overwhelming supported by Americans, could save funds and investors up to $4 billion.
The drop in Bitcoin prices over the past month has wealth managers answering client questions about their strategy for this risky asset.
"In general, it's a tough time to be a BDC right now," one senior industry executive said.
T. Rowe Price argues that derivatives are at the forefront of ETF innovation by offering advisors more precision
Charles Champagne, Head of ETF Strategy at Allianz, says advisors want protection before volatility returns, and buffered ETFs should be in the conversation.
MFS Investment Management puts the case forward for active ETFs and international exposure.
Baird Funds' Warren Pierson says yields, fundamentals, and the Federal Reserve are lining up to create a 'good value' moment in fixed income.
Proposals to borrow for Social Security benefits could trigger higher interest rates across Treasury and mortgage markets, while dismantling longstanding budget safeguards.
The rally in aerospace and defense stocks is forcing wealth managers to decide whether they want to trim their exposures ahead of 2026.
Advisors are using more ETFs at the expense of single stock trading.
Bitcoin’s record highs and Trump’s new crypto laws mark a turning point for institutions including Schwab, Morgan Stanley, and Citi as they enter digital assets more boldly.
Deal strengthens ties between the insurers and supports long-term growth strategy.
New research points to the value of product education and specialist insight as advisors diversify further beyond mutual funds.
BlackRock survey finds younger, first-time investors fueling a surge in ETF adoption, with diversification and digital access driving the trend.
Diamond says tax policy decisions are driving wealth away from London, as Dubai is the city's main "challenger" over other European destinations.
Allocate's Peter Epstein tells InvestmentNews there's opportunity and operational burden for wealth managers.
