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Jefferies plummets 9% as investors question First Brands fallout
EQUITIES OCT 16, 2025
Jefferies plummets 9% as investors question First Brands fallout

Wall Street powerhouse sees annual share slide to nearly 40%, lawyers look for class action.

By Matthew Sellers
Schwab posts Q3 earnings beat estimates as client assets, trading surge
EQUITIES OCT 16, 2025
Schwab posts Q3 earnings beat estimates as client assets, trading surge

The brokerage giant added over one million new brokerage accounts for the fourth straight quarter, while total client assets reached a record $11.59 trillion.

By Leo Almazora
Private markets poised for a $32T boom by 2030, new report predicts
ALTERNATIVES OCT 16, 2025
Private markets poised for a $32T boom by 2030, new report predicts

Drivers include AI, credit innovation, infrastructure growth.

By Steve Randall
Morningstar's US Modern Market 100 Index brings public, private markets together
EQUITIES OCT 15, 2025
Morningstar's US Modern Market 100 Index brings public, private markets together

A new benchmark blends Wall Street giants with Silicon Valley disruptors — capturing how innovation and capital formation now transcend the boundary between public and private markets.

By Andy Burt
Blackstone muscling into 401(k) space with new DC plan unit
RETIREMENT PLANNING OCT 15, 2025
Blackstone muscling into 401(k) space with new DC plan unit

The move to enter the $13 trillion DC plan market follows recent regulatory shifts, with Blackstone joining other asset managers seeking to bring private assets to workplace retirement plans.

By Leo Almazora
ETF assets top $11 trillion as advisors drive record growth
PRACTICE MANAGEMENT OCT 15, 2025
ETF assets top $11 trillion as advisors drive record growth

Wirehouses and RIAs drive record ETF asset growth, fueling a surge in active and fixed-income strategies amid a changing regulatory landscape.

By Leo Almazora
Hashdex's vision for digital finance: Stablecoins, trust, and crypto's future
ALTERNATIVES OCT 15, 2025
Hashdex's vision for digital finance: Stablecoins, trust, and crypto's future

Hashdex's Bruno Caratori and Gerry O'Shea are betting that trust — not speculation — will define the next era of crypto investing.

By Andy Burt
F2 Strategy acquires HBMJ Consulting, deepens alternative investment consulting focus
ALTERNATIVES OCT 15, 2025
F2 Strategy acquires HBMJ Consulting, deepens alternative investment consulting focus

The deal adds hedge fund and private credit operations expertise to growing advisory platform.

By Steve Randall
Global wealth surges to new record but inequality and debt patterns shift sharply
EQUITIES OCT 15, 2025
Global wealth surges to new record but inequality and debt patterns shift sharply

North America leads amid booming markets and widening divides.

By Steve Randall
Powell signals more Fed rate cuts ahead as job market risks mount
FIXED INCOME OCT 14, 2025
Powell signals more Fed rate cuts ahead as job market risks mount

Fed chair highlights labor market concerns, hints at further rate reductions this year.

BlackRock's assets reach new $13.5T high as private markets, ETFs drive growth
ALTERNATIVES OCT 14, 2025
BlackRock's assets reach new $13.5T high as private markets, ETFs drive growth

CEO Larry Fink highlights ETF and alternatives growth in quarterly results, with new acquisitions and digital asset offerings contributing to higher revenue and expenses.

By Leo Almazora
Investor confidence hits record high as more Americans embrace financial risk
EQUITIES OCT 14, 2025
Investor confidence hits record high as more Americans embrace financial risk

More investors feel secure, set multiple goals, and see greater value in professional advice.

By Steve Randall
Most lower-income Americans now investing in capital markets, study reveals
EQUITIES OCT 14, 2025
Most lower-income Americans now investing in capital markets, study reveals

These new market participants are reshaping the investment landscape.

By Steve Randall
401(k) investors retreat to cash and bonds as retail traders chase equities
EQUITIES OCT 13, 2025
401(k) investors retreat to cash and bonds as retail traders chase equities

Alight data show 401(k) plan participants favored fixed income in September, while Schwab’s retail clients expanded their stock holdings.

By Leo Almazora
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype
EQUITIES OCT 13, 2025
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as 'good bubble' — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

By Matthew Sellers
Jefferies addresses fallout from First Brands bankruptcy, says losses 'readily absorbable'
FIXED INCOME OCT 13, 2025
Jefferies addresses fallout from First Brands bankruptcy, says losses 'readily absorbable'

With First Brands’ CEO resigning and bankruptcy fallout ongoing, Jefferies reassures investors its exposure through Point Bonita is limited and manageable.

By Leo Almazora
JPMorgan launches $1.5T initiative to strengthen critical US industries
EQUITIES OCT 13, 2025
JPMorgan launches $1.5T initiative to strengthen critical US industries

With a $10 billion direct investment commitment, it aims to strengthen US economic resilience by supporting companies in sectors from AI to pharmaceuticals and energy infrastructure.

By Leo Almazora
Weekend wipeout: Crypto crash erases billions in 'brutal reminder' of growing risk
ALTERNATIVES OCT 13, 2025
Weekend wipeout: Crypto crash erases billions in 'brutal reminder' of growing risk

Market reacts to new spike in the US-China trade war with flash crash.

By Steve Randall
Advisors handicap the race between gold and Nvidia
EQUITIES OCT 10, 2025
Advisors handicap the race between gold and Nvidia

Gold and shares of AI chipmaker Nvidia are flying so far in 2025 and advisors are being asked by clients how long those runs can last.

By Gregg Greenberg
Advisors react to Goldman report showing alternative use rising with wealth
ALTERNATIVES OCT 10, 2025
Advisors react to Goldman report showing alternative use rising with wealth

A report released by Goldman Sachs Asset Management this week shows alternative adoption directly related to wealth, and more Millennials getting on board.

By Gregg Greenberg