Mutual fund and ETF costs stayed subdued in 2025 as flows favored low-fee products.
Fresh attacks, strained Gulf flows and rising risk premiums jolt global investors and energy outlook
Recent economic data has pointed to slower growth and higher prices ahead, and the Iran war has investors unnerved. The answer according to advisors, is not adding to cash
Alternative trading systems and crypto are of particular interest to Fidelity.
Japan’s Sumitomo Mitsui Financial Group is reportedly exploring a potential purchase of the investment bank.
An oil shock and inflationary pressures have some wealth managers comparing this period is reminiscent of the 1970s.
New study shows fundraising surge, $1.6T AUM and widening sector bets.
HarbourVest managing director Scott Voss says investors must rethink valuation frameworks.
Financial advisors’ sales of nontraded BDCs, which invest in private credit, have tanked in the past couple of months.
“That’s a new business line for us,” says CEO Erin Friez.
“Investors who are cash-heavy may consider being opportunistic,” says Clark Bellin, president and chief investment officer of Bellwether Wealth, in a statement.
Purchase of $22B alternatives specialist aims to meet rising global demand for private assets.
Energy supply risks mount and stocks retreat as US-Iran tensions threaten key shipping corridor.
The Russell 2000’s correction adds to the market volatility that advisors and their clients are dealing with.
Regulator says Avinesh Shankar used electronic signature software to submit 115 annuity applications tied to 64 customers.
Seven advisors offer their 2026 outlooks for the once-spectacular septet.
“Tax efficiency is usually the number one thing that people think about,” said Scott Davis, head of ETFs at Capital Group.
Military effort to reopen shipping chokepoint stokes supply hopes, inflation fears and bond volatility.
Higher purchase costs, thin margins and fewer deals challenge property investors nationwide.
Investors may be underpricing conflict risks as bonds, emerging markets and AI trends reshape portfolios.
