Investing

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Advisors expect healthy gains – but not smooth sailing – for stocks in 2026
EQUITIES DEC 08, 2025
Advisors expect healthy gains – but not smooth sailing – for stocks in 2026

Most advisors see double-digit upside for the S&P 500 next year, as well as risks of a correction, at least two Fed cuts, and geopolitical uncertainty.

By Leo Almazora
Todd Combs exits Berkshire for JPMorgan role steering $10B security push
EQUITIES DEC 08, 2025
Todd Combs exits Berkshire for JPMorgan role steering $10B security push

Combs’ move to the banking giant's new Security and Resiliency Initiative reshapes leadership at Berkshire Hathaway as Warren Buffett's retirement draws near.

By Leo Almazora
Motley Fool Wealth Management to join Apollon in 2026 deal
EQUITIES DEC 08, 2025
Motley Fool Wealth Management to join Apollon in 2026 deal

Client services will be broadened under the new partnership

By Steve Randall
InspereX targets RIAs with new single platform for bonds, structured notes, and alts
ALTERNATIVES DEC 05, 2025
InspereX targets RIAs with new single platform for bonds, structured notes, and alts

The new Aria portal pulls in technology from Luma and SUBSCRIBE as advisors look to streamline workflows across public and private markets.

By Leo Almazora
Yieldstreet, now Willow Wealth, racks up more losses for investors: report
ALTERNATIVES DEC 05, 2025
Yieldstreet, now Willow Wealth, racks up more losses for investors: report

"They had to change their name," a business professor told CNBC.com. "Their old name had negative value to it."

By Bruce Kelly
How structural innovation in ETFS is changing the way advisors manage risk
ETFS DEC 05, 2025
How structural innovation in ETFS is changing the way advisors manage risk

Brian Jacobs of Aptus Capital Advisors tells InvestmentNews how structural innovation and smarter equity risk-taking are shaping the ETF market.

By Steve Randall
US markets could advance in 2026 despite headwinds, says RBC Wealth Management
EQUITIES DEC 05, 2025
US markets could advance in 2026 despite headwinds, says RBC Wealth Management

Banking group sees room for stock and economic growth, even with caution advised.

By Steve Randall
Bank of America latest to loosen reins on advisors selling crypto
ALTERNATIVES DEC 04, 2025
Bank of America latest to loosen reins on advisors selling crypto

“I’m still skeptical about cryptocurrency and Bitcoin,” said one senior industry executive. “What’s underlying it?”

By Bruce Kelly
Fidelity sees emerging markets gaining from weak dollar in 2026
EMERGING MARKETS DEC 04, 2025
Fidelity sees emerging markets gaining from weak dollar in 2026

President Donald Trump's pressure campaign for more Fed rate cuts is adding to the prospects of developing-market assets next year.

By Bloomberg
Vanguard adds TIAA-backed annuity option to flagship target-date lineup
RETIREMENT PLANNING DEC 03, 2025
Vanguard adds TIAA-backed annuity option to flagship target-date lineup

Marking its first new target-date addition in two decades, Vanguard’s new CITs offer 401(k) participants another option in the growing market of in-plan annuities.

By Leo Almazora
HPS founder confirms private credit giant almost IPO'd before BlackRock sale
ALTERNATIVES DEC 03, 2025
HPS founder confirms private credit giant almost IPO'd before BlackRock sale

Michael Patterson, founding partner of HPS Investment Partners, said his firm came close to going public before ultimately selling to BlackRock and later investing in the $38 billion RIA Lido Advisors.

By Andrew Cohen
Bessent to push new residency rule for regional Fed heads
FIXED INCOME DEC 03, 2025
Bessent to push new residency rule for regional Fed heads

The Treasury secretary maintains the current Federal Reserve leadership strayed from its founding principles due to districts "importing a bright, shiny object."

By Bloomberg
Payrolls at US Companies fall by most since 2023, ADP says
FIXED INCOME DEC 03, 2025
Payrolls at US Companies fall by most since 2023, ADP says

The deteriorating data on jobs points to a shift from low-hire, low-fire stasis while supporting the case for a December Fed rate cut next week.

By Bloomberg
Financial advisors wonder how the US-China relationship will impact investors in 2026
EQUITIES DEC 03, 2025
Financial advisors wonder how the US-China relationship will impact investors in 2026

The relationship between the US and China was turbulent in 2025. Wealth managers weigh in on how it will affect their client portfolios in the coming year.

By Gregg Greenberg
Active ETFs surge despite market highs as macro clouds linger
ETFS DEC 03, 2025
Active ETFs surge despite market highs as macro clouds linger

Report highlights concerns around recession signals and overlooked income opportunities.

By Steve Randall
ETF flows hit new highs as investors widen the menu beyond US stocks
ETFS DEC 03, 2025
ETF flows hit new highs as investors widen the menu beyond US stocks

Global markets deliver strong returns, while EM and bond ETFs draw heightened attention.

By Steve Randall
Goldman’s $2B Innovator deal mints rare ETF billionaire
ETFS DEC 02, 2025
Goldman’s $2B Innovator deal mints rare ETF billionaire

The CEO and co-founder's personal stake in the active ETF firm is set to enjoy a ten-figure payday, based on details of the transaction and regulatory filings.

By Bloomberg
Vanguard will now allow crypto ETFs on its platform
ALTERNATIVES DEC 02, 2025
Vanguard will now allow crypto ETFs on its platform

The world's second-largest asset manager has capitulated on its long-held anti-crypto stance in the face of persistent retail and institutional demand.

By Bloomberg
Wealthfront seeks $485M in IPO as robo platforms vie for younger investors
EQUITIES DEC 02, 2025
Wealthfront seeks $485M in IPO as robo platforms vie for younger investors

With nearly $90 billion in client assets, the Palo Alto-based fintech is eyeing an addressable market of digital natives projected to reach $140 trillion by 2045.

By Leo Almazora
Where will wealth managers find safe havens in 2026?
EQUITIES DEC 02, 2025
Where will wealth managers find safe havens in 2026?

Gold and foreign stocks have provided shelter for advisors worried about volatility and valuations this year. But where do they expect to find safety in 2026?

By Gregg Greenberg