Investing

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Investors stay upbeat even as risks mount, Morgan Stanley survey finds
EQUITIES APR 22, 2026
Investors stay upbeat even as risks mount, Morgan Stanley survey finds

Retail sentiment holds firm, but inflation and geopolitics climb list of concerns.

By Steve Randall
For Kevin Warsh, all-powerful AI equals ‘American Ingenuity’: This is what it means for advisors
EQUITIES APR 22, 2026
For Kevin Warsh, all-powerful AI equals ‘American Ingenuity’: This is what it means for advisors

“This is the most disruptive moment in modern economic history in the U.S. and the world,” said Fed chair nominee Kevin Warsh, during this week’s confirmation hearing.

By James Rogers
iPipeline partnerships expand its annuities reach among advisors
RETIREMENT PLANNING APR 22, 2026
iPipeline partnerships expand its annuities reach among advisors

Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind update for the life insurance business.

By Leo Almazora
Old Schorsch REIT, National Healthcare Properties, to start trading this week
ALTERNATIVES APR 21, 2026
Old Schorsch REIT, National Healthcare Properties, to start trading this week

According to the company, National Healthcare Properties expects its IPO price to be between $13.00 and $16.00 per share.

By Bruce Kelly
Raymond James Investment Management taps Kristi Higgins to lead ETF strategy
INDEPENDENT BROKER DEALERS APR 21, 2026
Raymond James Investment Management taps Kristi Higgins to lead ETF strategy

Higgins will support the development of the asset management company’s active ETF platform.

By James Rogers
Citi taps Advyzon for global UMA program as wealth push accelerates
ALTERNATIVES APR 21, 2026
Citi taps Advyzon for global UMA program as wealth push accelerates

The deal will give Citi Wealth clients access to a single account structure combining ETFs, mutual funds, separately managed accounts and alternatives — with BlackRock integration built in.

By Leo Almazora
Milliman touts ETFs targeting the rising cost of healthcare
ETFS APR 21, 2026
Milliman touts ETFs targeting the rising cost of healthcare

“What we’re trying to target is something that doesn’t go down that much, which is healthcare cost inflation,” said Milliman’s Adam Schenck.

By James Rogers
Growth stocks are hot again but advisors caution against purging value plays to get back on bandwagon
EQUITIES APR 21, 2026
Growth stocks are hot again but advisors caution against purging value plays to get back on bandwagon

Just when value stocks had finally taken the baton after years of underperformance, growth stocks are making a massive comeback. Should it be trusted?

By Gregg Greenberg
Apple hands CEO role to Ternus as Cook shifts to chairman in pivotal reset
EQUITIES APR 21, 2026
Apple hands CEO role to Ternus as Cook shifts to chairman in pivotal reset

Hardware chief takes reins as iPhone maker eyes AI era and renewed product focus.

By Steve Randall
ETFs hit $21T tipping point as scale reshapes market structure
ETFS APR 21, 2026
ETFs hit $21T tipping point as scale reshapes market structure

Industry enters new phase where execution, infrastructure and scale define winners.

By Steve Randall
Regulatory shift could influence private markets landscape
ALTERNATIVES APR 20, 2026
Regulatory shift could influence private markets landscape

Proposal would scale back Form PF requirements for some private fund advisors

By Steve Randall
Advisors lean on private markets as volatility rattles public portfolios
ALTERNATIVES APR 20, 2026
Advisors lean on private markets as volatility rattles public portfolios

Blackstone's latest advisor survey finds nearly all respondents holding or adding to private equity positions, even as redemption gates and AI-driven credit concerns shake the asset class.

By Leo Almazora
Advisors should think about the 60/40 portfolio as a ‘throwback track’: Franklin Templeton
EQUITIES APR 20, 2026
Advisors should think about the 60/40 portfolio as a ‘throwback track’: Franklin Templeton

“Investor objectives, like musical tastes, have become more nuanced,” said Max Gokhman, deputy chief investment officer at Franklin Templeton Investment Solutions.

By James Rogers
You can't beat the house: A portfolio manager's POV on prediction markets and sports betting
ALTERNATIVES APR 20, 2026
You can't beat the house: A portfolio manager's POV on prediction markets and sports betting

With Robinhood building a prediction hub and Schwab signaling caution, wealth firms are confronting potentially blurred lines between investment tools and pure speculation.

By Leo Almazora
Oil rising again as US, Iran fire on commercial traffic while peace talks are disputed
EQUITIES APR 19, 2026
Oil rising again as US, Iran fire on commercial traffic while peace talks are disputed

Investors should prepare for another tense week ahead as Middle East tension continues.

By Steve Randall
The market’s Iran-driven correction has likely run its course. This is what advisors need to know
EQUITIES APR 17, 2026
The market’s Iran-driven correction has likely run its course. This is what advisors need to know

“This is the first Friday trading session in well over a month where there isn't this underlying fear heading into the weekend,” said Paul Stanley, chief investment officer at Granite Bay Wealth Management.

By James Rogers
Passive investing risks eroding price discovery, warns CAPIS COO Dave Choate
EQUITIES APR 17, 2026
Passive investing risks eroding price discovery, warns CAPIS COO Dave Choate

Rising dominance of passive investing is pushing growth companies into private markets and reshaping the future of public equities.

By Steve Randall
Canadian boutique advisory expands into New York targeting mid-market private equity clients
ALTERNATIVES APR 17, 2026
Canadian boutique advisory expands into New York targeting mid-market private equity clients

Sapling CEO Rob Hong says relationship-driven growth, valuation gaps, and evolving deal structures are creating new opportunities across the US market.

By Steve Randall
Schwab moves into spot crypto trading with phased retail rollout
ALTERNATIVES APR 17, 2026
Schwab moves into spot crypto trading with phased retail rollout

Brokerage giant adds bitcoin and ethereum trading as demand for digital assets accelerates.

By Steve Randall
New York City plans to use taxpayer dollars to undercut private insurance market
LIFE INSURANCE AND ANNUITIES APR 16, 2026
New York City plans to use taxpayer dollars to undercut private insurance market

Government interference in insurance is always a concern