Investing

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Franklin Templeton buying crypto shop as it continues push into nontraditional assets
ALTERNATIVES APR 01, 2026
Franklin Templeton buying crypto shop as it continues push into nontraditional assets

“Crypto’s institutional moment has arrived,” an executive said.

By Bruce Kelly
Former JPMorgan advisor fights zero-dollar FINRA award in federal court
ALTERNATIVES APR 01, 2026
Former JPMorgan advisor fights zero-dollar FINRA award in federal court

Comparable cases against JPMorgan resulted in awards up to $2.5 million.

By Tez Romero
Delaware court greenlights lawsuit over Hatteras fund's disastrous $305M asset sale
ALTERNATIVES APR 01, 2026
Delaware court greenlights lawsuit over Hatteras fund's disastrous $305M asset sale

Investors lost 98%. The manager never stopped collecting fees.

By Carleen Bongat
Trump eyes rapid Iran exit as markets rally, but it’s no time to be a foolish investor
EQUITIES APR 01, 2026
Trump eyes rapid Iran exit as markets rally, but it’s no time to be a foolish investor

President signals weeks-long timeline while investors bet on de-escalation.

By Steve Randall
No more silos! Why life insurance and annuities are joining the same conversation
RETIREMENT PLANNING APR 01, 2026
No more silos! Why life insurance and annuities are joining the same conversation

As advisors shift from a product‑centric mindset to one focused on client outcomes, they’ve become more open to bringing annuities and life insurance into a single, integrated planning conversation.

By Gregg Greenberg
Corporate revenue misses surge as AI hype meets reality, Bain warns
EQUITIES MAR 30, 2026
Corporate revenue misses surge as AI hype meets reality, Bain warns

Executives still upbeat on 2026 growth despite rising shortfalls and macro uncertainty.

By Steve Randall
Powell hints Fed will try to look past oil shock — unless inflation expectations slip
FIXED INCOME MAR 30, 2026
Powell hints Fed will try to look past oil shock — unless inflation expectations slip

Energy-driven price pressures are back in focus as the central bank watches whether households and markets start to expect higher inflation to stick.

By Leo Almazora
What the Department of Labor's new 401(k) proposal means for advisors
RETIREMENT PLANNING MAR 30, 2026
What the Department of Labor's new 401(k) proposal means for advisors

The proposal, which offers plan sponsors a process-based safe harbor to curb ERISA lawsuits, comes as private-credit volatility raises fresh questions for advisors and their clients.

By Leo Almazora
Stay gold! The yellow metal has slipped during the Iran war but strategists say stick with it
ETFS MAR 30, 2026
Stay gold! The yellow metal has slipped during the Iran war but strategists say stick with it

Gold has not served as the geopolitical hedge it is often claimed to be in the past month. But advisors say the long term bull case remains intact.

By Gregg Greenberg
Eli Lilly strikes up to $2.75bn deal with Insilico to accelerate push into AI-developed medicines
EQUITIES MAR 30, 2026
Eli Lilly strikes up to $2.75bn deal with Insilico to accelerate push into AI-developed medicines

Pharma giant expands AI pipeline in bid to speed global rollout of next-gen treatments.

By Steve Randall
Trades ahead of Trump policy moves spark calls for closer oversight
EQUITIES MAR 30, 2026
Trades ahead of Trump policy moves spark calls for closer oversight

Report cites several cases where traders appeared to anticipate the president’s moves.

By Steve Randall
Canadian, UK investment firms partner for wealth, retirement expansion including in US market
RETIREMENT PLANNING MAR 29, 2026
Canadian, UK investment firms partner for wealth, retirement expansion including in US market

Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering.

By Steve Randall
How quickly could Middle East oil production bounce back from Iran conflict? This is what advisors should know
EQUITIES MAR 27, 2026
How quickly could Middle East oil production bounce back from Iran conflict? This is what advisors should know

The Iran war has cut global oil supply by about 9 million barrels per day, according to BloombergNEF estimates

By James Rogers
ICI: US retirement assets hit $49.1T record in 2025
RETIREMENT PLANNING MAR 27, 2026
ICI: US retirement assets hit $49.1T record in 2025

IRAs maintained their dominance, while DC plans rose modestly in the fourth quarter and mutual funds continued to anchor account-based savings.

By Leo Almazora
Private credit redemptions test the model as banks look for an opening
ALTERNATIVES MAR 27, 2026
Private credit redemptions test the model as banks look for an opening

As withdrawals rise and fundraising cools, the debate is shifting from returns to redemption mechanics – and whether today’s guardrails can allay or aggravate investor unease.

By Leo Almazora
Private credit shakeout continues, but investors are still seeking opportunity amid the noise, says VanEck
ETFS MAR 26, 2026
Private credit shakeout continues, but investors are still seeking opportunity amid the noise, says VanEck

The VanEck Alternative Asset Manager ETF recently posted its highest trading volume on record.

By James Rogers
Surging oil has energy stocks powering client portfolios. Should advisors stick around?
EQUITIES MAR 26, 2026
Surging oil has energy stocks powering client portfolios. Should advisors stick around?

Wealth managers are enjoying energy stock gains in an otherwise tough investing environment. Advisors debate how much more juice is left in the sector.

By Gregg Greenberg
OECD warns energy shock will slow global growth while lifting inflation risks
EQUITIES MAR 26, 2026
OECD warns energy shock will slow global growth while lifting inflation risks

Middle East conflict tests resilience as AI momentum offsets slower growth outlook.

By Steve Randall
Buy-side traders raise concerns over risks tied to 24/7 equity trading
EQUITIES MAR 26, 2026
Buy-side traders raise concerns over risks tied to 24/7 equity trading

Institutional desks warn round-the-clock markets may dilute liquidity and increase burnout pressures.

By Steve Randall
Tax refunds seen boosting savings over spending as Americans tread cautiously
EQUITIES MAR 26, 2026
Tax refunds seen boosting savings over spending as Americans tread cautiously

Most taxpayers expect to break even, save refunds, and delay filing amid tight household budgets.

By Steve Randall