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US consumer credit shows signs of stability as borrowers manage debt responsibly
ALTERNATIVES AUG 15, 2025
US consumer credit shows signs of stability as borrowers manage debt responsibly

Report reveals measured growth, easing delinquencies, resilient credit behavior.

By Steve Randall
Wholesale inflation surges in July, raising questions for Fed and markets
EQUITIES AUG 14, 2025
Wholesale inflation surges in July, raising questions for Fed and markets

The surprise PPI reading, driven by the biggest monthly gain in core since 2022, further muddies the central bank's September decision to hold or cut rates in September.

By Leo Almazora
Jackson study reveals gaps in retirement resilience as market risks persist
RETIREMENT PLANNING AUG 13, 2025
Jackson study reveals gaps in retirement resilience as market risks persist

Market risk index shows hidden perils in seeking safety, and potential benefits from non-traditional investment vehicles.

By Leo Almazora
iCapital and Alto announce key hires
RETIREMENT PLANNING AUG 13, 2025
iCapital and Alto announce key hires

The fintech firms' latest additions, including veterans from Bloomberg and JPMorgan, come amid rising demand for alternative assets in the retirement space.

By Leo Almazora
Trump says he may allow lawsuit against Powell over Fed renovation
FIXED INCOME AUG 12, 2025
Trump says he may allow lawsuit against Powell over Fed renovation

Threat follows President's repeated criticism of the Fed chair over the central bank’s decision to hold interest rates steady

By Bloomberg
Latest US inflation report stokes mixed reactions
EQUITIES AUG 12, 2025
Latest US inflation report stokes mixed reactions

"CPI data that was in-line with expectations will not change the outlook for a September rate cut which was already largely priced into markets," said Josh Jamner, senior investment strategy analyst, ClearBridge Investments.

By Andy Burt
SEC: Fractional life insurance policies considered an investment contract
LIFE INSURANCE AND ANNUITIES AUG 12, 2025
SEC: Fractional life insurance policies considered an investment contract

A federal court's decision puts fractional life insurance policies under SEC scrutiny, forcing wealth advisors to revisit compliance and sales strategies for alternative investments.

By Matthew Sellers
CEOs are hardly talking about a recession this reporting season
EQUITIES AUG 12, 2025
CEOs are hardly talking about a recession this reporting season

Despite recent data pointing to an economic slowdown, investors have remained optimistic on hopes of a just-in-time Fed rate cut.

By Bloomberg
Inflation edges up in July as investors eye BLS integrity
FIXED INCOME AUG 12, 2025
Inflation edges up in July as investors eye BLS integrity

Shelter costs drove a modest CPI increase, while investors weigh data reliability and the Fed's next move.

By Leo Almazora
Labor Department withdraws annuity safe harbor rule after industry pushback
RETIREMENT PLANNING AUG 12, 2025
Labor Department withdraws annuity safe harbor rule after industry pushback

Industry group IRI hails regulator's reversal as a win for financial professionals, plan sponsors, and retirement savers.

By Leo Almazora
Scoring big with investment in the untapped sports, media and entertainment economy
ALTERNATIVES AUG 11, 2025
Scoring big with investment in the untapped sports, media and entertainment economy

Mark Affolter, co-head of Sports, Media, and Entertainment at Ares, shares insights.

By Steve Randall
Three interest cuts in 2025 says Fed vice chair
EQUITIES AUG 11, 2025
Three interest cuts in 2025 says Fed vice chair

Calls come as weak labor market figures roll in.

By Matthew Sellers
Insurer's shares plummet with profit warning
EQUITIES AUG 08, 2025
Insurer's shares plummet with profit warning

Over 8% fall as US unit sees grim figures, Trump policy threats

By Matthew Sellers
Trump reportedly preparing Fannie, Freddie IPOs
EQUITIES AUG 08, 2025
Trump reportedly preparing Fannie, Freddie IPOs

New report says administration could launch multibillion-dollar offering by year end

Still haven't tried AI? Financial advisors offer tips for getting started
PRACTICE MANAGEMENT (GORIA) AUG 08, 2025
Still haven't tried AI? Financial advisors offer tips for getting started

Wealth managers weigh in on the best ways to access AI tools to increase office productivity.

By Gregg Greenberg
Gold hit by surprise US tariffs, unleashing new turmoil
ALTERNATIVES AUG 08, 2025
Gold hit by surprise US tariffs, unleashing new turmoil

Traders, analysts, and executives left reeling as ramifications of reciprocal tariffs on bullion imports slowly sink in.

By Bloomberg
Stephen Miran's Fed nomination signals Trump's monetary policy priorities and potential institutional shift
FIXED INCOME AUG 07, 2025
Stephen Miran's Fed nomination signals Trump's monetary policy priorities and potential institutional shift

Fed could get new policy hawk who would love to remould the bank.

By Matthew Sellers
Trump greenlights alternative investments in 401(k) accounts – Industry reacts
RETIREMENT PLANNING AUG 07, 2025
Trump greenlights alternative investments in 401(k) accounts – Industry reacts

The president signed an executive order late Thursday which he says will broaden choice.

By Steve Randall
Advyzon and SS&C roll out wealth tech platform updates for advisors
ALTERNATIVES AUG 07, 2025
Advyzon and SS&C roll out wealth tech platform updates for advisors

Advyzon has launched a new hub for professionally managed model portfolios, while SS&C unveiled a unified suite of wealth solutions under the Black Diamond banner.

By Leo Almazora
Elon Musk's $29B equity compensation package elicits advice from advisors
EQUITIES AUG 07, 2025
Elon Musk's $29B equity compensation package elicits advice from advisors

Wealth managers are using the Tesla CEO's multi-billion dollar package to educate clients on windfalls and option-based pay strategies.

By Gregg Greenberg