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Fed committee torn over inflation worries, June meeting minutes show
EQUITIES JUL 09, 2025
Fed committee torn over inflation worries, June meeting minutes show

"Considerable uncertainty" around timing, size, and duration of tariffs' potential impacts divides Federal Reserve officials.

By Bloomberg
Can leveraged ETFs continue to excite investors?
EQUITIES JUL 09, 2025
Can leveraged ETFs continue to excite investors?

Launches of new ride-or-die strategies, featuring exposure to CLOs and single stocks, are set to test the retail crowd's appetite for risk.

By Leo Almazora
Advisors forced to figure out fixed income allocations with Fed on sidelines
PRACTICE MANAGEMENT (GORIA) JUL 09, 2025
Advisors forced to figure out fixed income allocations with Fed on sidelines

Wealth managers weigh in on their bond strategies as Fed Chairman Powell appears to be holding on rate cuts this summer.

By Gregg Greenberg
Wellington Shields to ring NYSE bell to mark 100 years of independence, advisor ownership
EQUITIES JUL 09, 2025
Wellington Shields to ring NYSE bell to mark 100 years of independence, advisor ownership

The registered broker-dealer and RIA is 75% employee owned and advises on $3.5 billion in assets with no plans to court private equity. "We do not view PE as aligned with the long-term culture we’ve worked hard to build," CEO Jameson McFadden says as Wellington Shields celebrates 100 years.

By Andrew Cohen
Nvidia hits historic $4T valuation as S&P rally rolls on
EQUITIES JUL 09, 2025
Nvidia hits historic $4T valuation as S&P rally rolls on

Following a choppy first half, investors have piled back into the AI trade as mega-cap tech giants announce big spending plans.

By Bloomberg
Empower defends private market access in 401(k)s in response to Warren scrutiny
RETIREMENT PLANNING JUL 09, 2025
Empower defends private market access in 401(k)s in response to Warren scrutiny

Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.

By Leo Almazora
Trump Media deepens crypto push with third ETF filing
ALTERNATIVES JUL 08, 2025
Trump Media deepens crypto push with third ETF filing

The firm's applications to the SEC place it among a crowded field of offerings looking to capitalize on a friendlier environment for digital assets.

By Bloomberg
HSBC downgrades JPMorgan, Goldman, and BofA on bank stock rally concerns
EQUITIES JUL 08, 2025
HSBC downgrades JPMorgan, Goldman, and BofA on bank stock rally concerns

Analyst report suggests the Wall Street lenders' stock prices have generally not factored in downside risks from macro uncertainty and anticipated rate cuts.

By Bloomberg
Morningstar announces 2025 winners for investing excellence
EQUITIES JUL 08, 2025
Morningstar announces 2025 winners for investing excellence

Morningstar recognizes its top portfolio and asset fund managers in 2025.

By Andy Burt
Why Trump’s latest tariff play may have an outsized impact on inflation, retailers
EQUITIES JUL 08, 2025
Why Trump’s latest tariff play may have an outsized impact on inflation, retailers

New levies on imports to the US now delayed until August 1.

By Steve Randall
Stocks sink on fresh 25% tariffs on Japan, South Korea
EQUITIES JUL 07, 2025
Stocks sink on fresh 25% tariffs on Japan, South Korea

The new trade levies set to take effect on August 1 sent all 11 sectors of the S&P 500 down into the red.

By Bloomberg
Trump's rate-cut pressure campaign sets challenges for Powell's successor
FIXED INCOME JUL 07, 2025
Trump's rate-cut pressure campaign sets challenges for Powell's successor

The president's next pick for Federal Reserve chair, whom he pledged would be "somebody that wants to cut rates," is likely to face questions to their credibility.

By Bloomberg
Fresh off HPS acquisition, BlackRock inks deal for $7.3B ElmTree Funds
ALTERNATIVES JUL 07, 2025
Fresh off HPS acquisition, BlackRock inks deal for $7.3B ElmTree Funds

The St. Louis-based real estate investment firm gives the asset management giant a valuable access point to the roughly $1 trillion net lease market.

By Leo Almazora
Tesla investors can't quite believe what Musk has done now, stock drops
EQUITIES JUL 07, 2025
Tesla investors can't quite believe what Musk has done now, stock drops

Is the billionaire entrepreneur's focus wandering again?

By Steve Randall
US employment report reactions: Overall better than expected, but concerns with underlying data
EQUITIES JUL 03, 2025
US employment report reactions: Overall better than expected, but concerns with underlying data

Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.

By Andy Burt
Advisors turn to derivative income ETFs as allocations grow across channels
ALTERNATIVES JUL 03, 2025
Advisors turn to derivative income ETFs as allocations grow across channels

Cerulli research reveals adoption among broker-dealers and wirehouses as investors seek inflation-beating returns.

By Leo Almazora
After three-year retreat, Wells Fargo jumping back into CLOs
FIXED INCOME JUL 03, 2025
After three-year retreat, Wells Fargo jumping back into CLOs

With a Federal Reserve-imposed asset cap now off its shoulders, the Wall Street lender is ramping up its buying within the $1.3 trillion market.

By Bloomberg
Fed case for lower rates still murky as job market comes in strong in June
EQUITIES JUL 03, 2025
Fed case for lower rates still murky as job market comes in strong in June

The latest federal data release showed nonfarm payrolls increasing by 147,000, edging down but still in line with previous readings, while adjusting April and May figures upward.

By Leo Almazora
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
EQUITIES JUL 03, 2025
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

By Andrew Cohen
LPL Financial chief economist Jeffrey Roach: Despite weak ADP report, 'soft landing' still in play
EQUITIES JUL 03, 2025
LPL Financial chief economist Jeffrey Roach: Despite weak ADP report, 'soft landing' still in play

Roach said he will be paying close attention to whether the risks between growth and inflation remain in balance.

By Andy Burt