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Fed set to defy Trump again, say advisors
EQUITIES FEB 11, 2026
Fed set to defy Trump again, say advisors

Wednesday’s jobs report showed a more robust labor market than feared

By James Rogers
Tax deferral proposal could narrow mutual funds’ long-standing disadvantage, says ICI
MUTUAL FUNDS FEB 11, 2026
Tax deferral proposal could narrow mutual funds’ long-standing disadvantage, says ICI

Proposed GROWTH Act may add up to $1,340 in returns, reshaping taxable-account planning.

By Steve Randall
How structured notes are entering a new phase of advisor adoption
ALTERNATIVES FEB 11, 2026
How structured notes are entering a new phase of advisor adoption

Halo’s co-founder and president Jason Barsema tells InvestmentNews that these investment vehicles are moving from niche to core.

By Steve Randall
Advisors are diversifying through alternate ETF vehicles due to index concentration
ETFS FEB 10, 2026
Advisors are diversifying through alternate ETF vehicles due to index concentration

The elevated concentration of stocks in passive large cap ETFs is forcing advisors to look elsewhere to increase diversification and limit volatility.

By Gregg Greenberg
Robinhood caps record 2025 with Q4 revenue surge, but shares fall on investor concerns
EQUITIES FEB 10, 2026
Robinhood caps record 2025 with Q4 revenue surge, but shares fall on investor concerns

Strong deposits, asset growth, and product breadth position platform for continued scale in 2026.

By Steve Randall
YCharts adds Hamilton Lane private markets benchmarks as advisors seek better data
ALTERNATIVES FEB 10, 2026
YCharts adds Hamilton Lane private markets benchmarks as advisors seek better data

New data integration gives advisors standardized views of private equity, credit, and real assets performance amid growing demand for private markets exposures.

By Leo Almazora
Energy stocks surge amid Trump climate rollback
EQUITIES FEB 10, 2026
Energy stocks surge amid Trump climate rollback

EPA expected to scrap Obama-era ‘endangerment finding’ on greenhouse gases.

By Steve Randall
Business owners, households and markets split on path of US economy
EQUITIES FEB 10, 2026
Business owners, households and markets split on path of US economy

Latest sentiment barometers show mixed opinions on how well 2026 is progressing.

By Steve Randall
Global equities enter 2026 without a clear leader as investors look beyond the US
EQUITIES FEB 10, 2026
Global equities enter 2026 without a clear leader as investors look beyond the US

Fragmented market leadership and uneven valuations push advisors to rethink global equity allocations in 2026.

By Steve Randall
Trump push to curb Wall Street homebuyers stalls in Congress
ALTERNATIVES FEB 09, 2026
Trump push to curb Wall Street homebuyers stalls in Congress

The White House bid to bar large investors from single-family purchases clashes with bipartisan housing supply agenda.

By Leo Almazora
Tech bloodbath continues as Monday.com stock tanks
EQUITIES FEB 09, 2026
Tech bloodbath continues as Monday.com stock tanks

Even with stronger-than-expected quarterly results, markets are punishing the "poster child for the AI-killing-software narrative" while keeping the faith in Oracle, Microsoft, and Nvidia.

By Leo Almazora
Diversifying out of last year's winners? Advisors offer some overlooked options
FIXED INCOME FEB 09, 2026
Diversifying out of last year's winners? Advisors offer some overlooked options

Wealth managers rotating out of large-cap tech stocks are starting positions in less crowded areas like mid-caps.

By Gregg Greenberg
Lower rates widen mortgage refinance opportunity with affordability near 4-year high
ALTERNATIVES FEB 09, 2026
Lower rates widen mortgage refinance opportunity with affordability near 4-year high

Almost 5 million homeowners joined refi-eligible cohort as small rate moves reshapes mortgage math, while equity stress and regional price gaps persist nationwide.

By Steve Randall
Super Bowl LX: The finances are as gripping as the football
ALTERNATIVES FEB 09, 2026
Super Bowl LX: The finances are as gripping as the football

From advertising to sports betting, the numbers are eyewatering with one notable exception.

By Steve Randall
Is it time to redefine the middle market? RSM says it should now be $30M-$10B
EQUITIES FEB 09, 2026
Is it time to redefine the middle market? RSM says it should now be $30M-$10B

Research widens revenue range to $10B, highlighting complexity, consolidation and digital-first models.

By Steve Randall
Bitcoin’s brutal week tests risk appetite for investors
EQUITIES FEB 06, 2026
Bitcoin’s brutal week tests risk appetite for investors

Steep losses in digital assets, alongside a pullback in growth names, are forcing investors to revisit how much volatility they can stomach.

By Leo Almazora
Advisors acknowledge commodity gains but portfolios still lag behind performance
ALTERNATIVES FEB 06, 2026
Advisors acknowledge commodity gains but portfolios still lag behind performance

Strong 2025 returns haven’t translated into allocations as advisors cite education and perception gaps.

By Steve Randall
Anthropic is a market mover and its latest upgrade supercharges financial analysis
EQUITIES FEB 06, 2026
Anthropic is a market mover and its latest upgrade supercharges financial analysis

Software rivals are not the only businesses that could be impacted, leading to questions for portfolio managers.

By Steve Randall
Active ETFs step out of the shadows as advisors rethink portfolio construction
ETFS FEB 06, 2026
Active ETFs step out of the shadows as advisors rethink portfolio construction

Record inflows and structural shifts show active ETFs becoming a core tool for advisors.

By Steve Randall
Amazon’s $200 billion AI bet tests investors’ nerves as earnings rise below expectations
EQUITIES FEB 05, 2026
Amazon’s $200 billion AI bet tests investors’ nerves as earnings rise below expectations

Magnificent 7 firm reports earnings after the closing bell but extends AI concerns

By Steve Randall