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One win, one loss for Trump as Fed heads to September rate decision
FIXED INCOME SEP 16, 2025
One win, one loss for Trump as Fed heads to September rate decision

The president's pick to fill a seat at the FOMC was confirmed as his bid to fire Fed Governor Lisa Cook faces a setback.

By Leo Almazora
Younger clients push back on life insurance, forcing advisors to rethink approach
LIFE INSURANCE AND ANNUITIES SEP 16, 2025
Younger clients push back on life insurance, forcing advisors to rethink approach

Delayed marriages, parenthood leave under 40s unconvinced of insurance relevance.

By Steve Randall
Wall Street raises alarm on Trump push to end quarterly earnings
EQUITIES SEP 15, 2025
Wall Street raises alarm on Trump push to end quarterly earnings

Analysts say the president's call for a six-month reporting schedule, which he first suggested in 2018, would increase uncertainty even as it reduces the burden for public companies.

By Bloomberg
Fed leadership under pressure as September rate decision looms
FIXED INCOME SEP 15, 2025
Fed leadership under pressure as September rate decision looms

Stephen Miran set to be confirmed, Fed Governor Cook still fighting fraud charges, and BlackRock's Rieder joins list of potential successors to Fed Chair Powell.

By Leo Almazora
These are common missteps of UHNW people, says $10B multi-family office founder
ALTERNATIVES SEP 14, 2025
These are common missteps of UHNW people, says $10B multi-family office founder

TwinFocus’ Wes Karger shares his experience with InvestmentNews

By Steve Randall
CBO sees lower US growth, higher unemployment this year
EQUITIES SEP 12, 2025
CBO sees lower US growth, higher unemployment this year

The latest economic projections, going through 2028, factor in the impact of President Donald Trump's tax law, tariffs, and immigration policies.

By Bloomberg
SEC decision on dual-share class funds nears, with major implications for advisors
ETFS SEP 12, 2025
SEC decision on dual-share class funds nears, with major implications for advisors

Where the federal regulator comes down on ETF share classes in mutual funds could have significant consequences for brokerage firms and RIAs.

By Leo Almazora
Klarna CEO's $1B stock pledge pays off with surge in wealth
EQUITIES SEP 12, 2025
Klarna CEO's $1B stock pledge pays off with surge in wealth

The founder of the fintech giant's decision to put up company stock against a loan offers a glimpse into how the ultra-rich can leverage their assets.

By Bloomberg
Goldman Sachs: Family offices favor men's sports investing more than 3-to-1 over women's sports
ALTERNATIVES SEP 12, 2025
Goldman Sachs: Family offices favor men's sports investing more than 3-to-1 over women's sports

Amid recent $10 billion pro team valuations, Goldman Sachs' report highlights both the growth and gap in sports investing.

By Andrew Cohen
Advisors and investors at odds over inflation and bonds, Vanguard survey finds
FIXED INCOME SEP 12, 2025
Advisors and investors at odds over inflation and bonds, Vanguard survey finds

Advisors expect stability while investors brace for higher inflation and volatile bond.

By Steve Randall
BlackRock, Franklin Templeton deepen push into tokenization
ALTERNATIVES SEP 11, 2025
BlackRock, Franklin Templeton deepen push into tokenization

The giant asset managers are advancing further into the digital asset space, with Franklin teaming up with crypto exchange giant Binance to develop novel products.

By Leo Almazora
Rapid growth seen for interval funds: Cerulli 
RETIREMENT PLANNING SEP 11, 2025
Rapid growth seen for interval funds: Cerulli 

While RIA uptake has been significant, a new Cerulli report asks whether the momentum in interval funds can continue as new entrants go up against ETFs and CITs.

By Leo Almazora
Inflation jumps to 2.9% in August as jobless claims surge, muddying Fed outlook
FIXED INCOME SEP 11, 2025
Inflation jumps to 2.9% in August as jobless claims surge, muddying Fed outlook

A double dose of data from the BLS shows an intensifying struggle between the two ends of the central bank's dual mandate.

By Leo Almazora
Retail investors reignite faith in US markets as optimism returns
EQUITIES SEP 11, 2025
Retail investors reignite faith in US markets as optimism returns

Global portfolios are tilting back to US assets despite local concerns.

By Steve Randall
Move over, Musk: Larry Ellison takes over as world's richest person
EQUITIES SEP 10, 2025
Move over, Musk: Larry Ellison takes over as world's richest person

The co-founder of Oracle's net worth is now nearly $400 billion.

By Leo Almazora
Bahamas-based fund adviser, firms agree to multimillion-dollar SEC settlement over fund misrepresentations
ALTERNATIVES SEP 10, 2025
Bahamas-based fund adviser, firms agree to multimillion-dollar SEC settlement over fund misrepresentations

The former Colorado resident allegedly caused private funds his firms advised to make detrimental short-term loans without investors' knowledge, among other fiduciary breaches.

By Leo Almazora
ETFs have surpassed US stocks; how can advisors pivot?
ETFS SEP 10, 2025
ETFs have surpassed US stocks; how can advisors pivot?

With more ETFs than US stocks now trading, strategists say cybersecurity, energy infrastructure, and animal care rank among the most viable themes for ETF investing.

By Andrew Cohen
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients
ALTERNATIVES SEP 10, 2025
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients

Baird will take a minority stake in the Canadian asset manager as part of the deal.

By Steve Randall
Judge gives blessing to $25M settlement in Vanguard target-date fund tax lawsuit
RETIREMENT PLANNING SEP 09, 2025
Judge gives blessing to $25M settlement in Vanguard target-date fund tax lawsuit

The approved compensation would be on top of an even larger $133 million fair fund set up in a related SEC settlement, according to lawyers for the aggrieved investors.

By Leo Almazora
BLS revises jobs growth data downward by 911,000, raising more question marks around labor market
FIXED INCOME SEP 09, 2025
BLS revises jobs growth data downward by 911,000, raising more question marks around labor market

The annual revision, indicating 76,000 fewer jobs added per month across sectors, marks one of the largest negative adjustments in years.

By Leo Almazora