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Home investors face a bifurcated market as rates hit 7.4%
ALTERNATIVES OCT 16, 2026
Home investors face a bifurcated market as rates hit 7.4%

With buying costs soaring and rental demand surging, real estate investors must rethink strategy in a divided housing market.

By Steve Randall
PPI shatters expectations, piling more rate hike pressure on the Fed
EQUITIES OCT 15, 2026
PPI shatters expectations, piling more rate hike pressure on the Fed

PPI, an important measure of inflation, rose 1.3% in September, marking its biggest advance since March 2022.

By James Rogers
Is Montenegro a hidden investment opportunity as it closes in on the EU?
EMERGING MARKETS OCT 15, 2026
Is Montenegro a hidden investment opportunity as it closes in on the EU?

Stevan Katić has spent nine years rebuilding a once-neglected Adriatic town. Now he's betting that EU membership, luxury tourism and year-round attractions can make it a magnet for long-term investment.

By Matthew Sellers
Wealthy investors eye advisor guidance as 2026 midterms approach
EQUITIES OCT 15, 2026
Wealthy investors eye advisor guidance as 2026 midterms approach

UBS finds millionaire investors are more optimistic than before 2024 but are actively repositioning portfolios ahead of November 3.

By Steve Randall
351 exchanges still viable after IRS ruling, says Baird planning leader
PRACTICE MANAGEMENT OCT 14, 2026
351 exchanges still viable after IRS ruling, says Baird planning leader

Advisors fielding client questions on the tax deferral strategy can't afford to skip the fine print, Baird's Tim Steffen warns.

By Leo Almazora
Alternatives and AI in focus for advisors at wirehouses in Q3
ALTERNATIVES OCT 14, 2026
Alternatives and AI in focus for advisors at wirehouses in Q3

“The next wave of alternative investments being offering by wirehouses is centered around private equity and infrastructure,” said a senior executive.

By Bruce Kelly
T. Rowe Price adds 50-plus roles in bid to win over financial advisors
ETFS OCT 14, 2026
T. Rowe Price adds 50-plus roles in bid to win over financial advisors

The fund giant's efforts to beef up support roles land as research suggests asset managers are missing the mark on advisor support from distribution teams.

By Leo Almazora
Core inflation comes in hot again, increasing the likelihood of an October Fed rate hike
EQUITIES OCT 14, 2026
Core inflation comes in hot again, increasing the likelihood of an October Fed rate hike

“Today’s CPI report came in hot, with annual headline inflation reaching its highest level since May,” said etoro’s Bret Kenwell.

By James Rogers
BlackRock books Q3 earnings beat as AI rally offsets rate hike jitters
ALTERNATIVES OCT 14, 2026
BlackRock books Q3 earnings beat as AI rally offsets rate hike jitters

Asset manager draws $205 billion in net inflows as private credit redemption pressure eases at its HPS Corporate Lending Fund

By Leo Almazora
Wait, what — Pokémon cards? The $16.5 million Pikachu that’s crashing the planning meeting
ALTERNATIVES OCT 13, 2026
Wait, what — Pokémon cards? The $16.5 million Pikachu that’s crashing the planning meeting

A record Pikachu sale, a near-fourfold jump in card trading and a 125% surge in fake Pokémon cards mean the binder in a client’s closet may deserve the same attention as their 401(k).

By Matthew Sellers
Wealth Enhancement strategist warns AI risk hides in 'diversified' alts portfolios
ALTERNATIVES OCT 13, 2026
Wealth Enhancement strategist warns AI risk hides in 'diversified' alts portfolios

As AI spreads across public and private markets, Ayako Yoshioka of the $160 billion mega-RIA Wealth Enhancement says investors face a "false sense of diversification."

By Andrew Cohen
Gas prices to heat up CPI, but core inflation holds the key to the Fed’s October call
EQUITIES OCT 13, 2026
Gas prices to heat up CPI, but core inflation holds the key to the Fed’s October call

This week’s CPI data will be a tale of two inflation stories, according to Gene Goldman of Cetera.

By James Rogers
Pace of investors selling nontraded BDCs slows but remains significant,  says Fitch
ALTERNATIVES OCT 13, 2026
Pace of investors selling nontraded BDCs slows but remains significant,  says Fitch

Investor demand to redeem BDC shares may be “cresting” but it will still take time resolve the backlog, according to one executive.  

By Bruce Kelly
Jobs report hides an investment signal advisors shouldn't ignore
EQUITIES OCT 13, 2026
Jobs report hides an investment signal advisors shouldn't ignore

Strategists at Global X, Empower and Guardian say hiring trends, capex and earnings together show where AI infrastructure momentum is real

By Gregg Greenberg
Life insurance trust deficit widens as Gen Z clients demand more
LIFE INSURANCE AND ANNUITIES OCT 13, 2026
Life insurance trust deficit widens as Gen Z clients demand more

New JD Power data reveals trust satisfaction fell 9 points industry-wide, with Gen Z customers hit hardest.

By Steve Randall
ICI annual report flags private markets, ETF reform as 2026 priorities
ETFS OCT 13, 2026
ICI annual report flags private markets, ETF reform as 2026 priorities

The fund industry's leading trade group outlines a year of landmark SEC wins and a push to open 401(k) plans to alternative assets

By Steve Randall
IMF warns bond yields face disorderly spike on debt and AI risks
ALTERNATIVES OCT 13, 2026
IMF warns bond yields face disorderly spike on debt and AI risks

Surging sovereign debt, AI capital competition, and leveraged hedge fund Treasury exposure combine into a convergent threat.

By Steve Randall
Pre-IPO investing: When should advisors buy into Anthropic or SpaceX?
EQUITIES OCT 09, 2026
Pre-IPO investing: When should advisors buy into Anthropic or SpaceX?

As companies stay private longer, advisors weigh valuation, liquidity and access when clients ask about late-stage private companies

By Gregg Greenberg
Private market valuation practices under pressure as AI use surges
ALTERNATIVES OCT 09, 2026
Private market valuation practices under pressure as AI use surges

Deloitte’s latest fair valuation survey finds AI adoption surging among fund groups, even as governance frameworks and SEC exams intensify pressure.

By Steve Randall
Gen Z collectors outspend every generation in global art market
ALTERNATIVES OCT 09, 2026
Gen Z collectors outspend every generation in global art market

A new UBS and Art Basel report finds younger HNW investors are reshaping art collecting - and multi-generational wealth planning.

By Steve Randall