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Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities
EQUITIES SEP 02, 2025
Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities

Fed policy, tariffs, inflation are risks, but PM says advisors can still uncover attractive entry points in overlooked sectors.

By Steve Randall
Treasuries hold recent gains as inflation gauge stabilizes
FIXED INCOME AUG 29, 2025
Treasuries hold recent gains as inflation gauge stabilizes

The Fed's preferred barometer of inflation stood unchanged at 2.6% in July, preserving expectations of interest rate cuts potentially starting in September.

By Bloomberg
Advisors prepare for the end of summer, markets 'September Effect'
EQUITIES AUG 29, 2025
Advisors prepare for the end of summer, markets 'September Effect'

Wealth managers are wrapping up their summer and getting ready for the historically choppy trading season that starts in September.

By Gregg Greenberg
Investors account for almost one third of all home purchases nationwide
ALTERNATIVES AUG 29, 2025
Investors account for almost one third of all home purchases nationwide

The share has dipped slightly from earlier in the year but is up year-over-year.

By Steve Randall
Raymond James taps Allianz alum in continued push into ETF space
INDEPENDENT BROKER DEALERS AUG 28, 2025
Raymond James taps Allianz alum in continued push into ETF space

The appointment to its investment management arm comes roughly a year after the firm first announced plans to launch its own exchange-traded fund platform.

By Leo Almazora
US firms racing through $1 trillion buyback spree in record time
EQUITIES AUG 27, 2025
US firms racing through $1 trillion buyback spree in record time

Financial and tech giants reemerge as "the ultimate dip buyer," with announced share repurchases hitting an all-time high of $166 billion in July.

By Bloomberg
Housing market snapshot: What's happening with prices, sales, affordability?
ALTERNATIVES AUG 27, 2025
Housing market snapshot: What's happening with prices, sales, affordability?

InvestmentNews wraps up the latest stats on residential real estate.

By Steve Randall
Consumer Confidence declined in August amid income stagnation, cooling job market
EQUITIES AUG 26, 2025
Consumer Confidence declined in August amid income stagnation, cooling job market

"Consumers' appraisal of current job availability declined for the eighth consecutive month, but stronger views of current business conditions mitigated the retreat in the Present Situation Index," said The Conference Board's Stephanie Guichard.

By Andy Burt
Carlyle to acquire intelliflo from Invesco, spinning off RedBlack for US RIAs
ALTERNATIVES AUG 26, 2025
Carlyle to acquire intelliflo from Invesco, spinning off RedBlack for US RIAs

The deal will see the global alts giant snap up the fintech firm, which has struggled to gain traction among advisors over the years, for up to $200 million.

By Leo Almazora
FIRED: Fed governor Lisa Cook dismissed immediately as Trump claims ‘sufficient cause’
EQUITIES AUG 26, 2025
FIRED: Fed governor Lisa Cook dismissed immediately as Trump claims ‘sufficient cause’

Cook’s lawyers vow to fight back as White House publishes president’s letter.

By Steve Randall
Advisors redefine income strategies amid market complexity, Nasdaq survey reveals
ETFS AUG 25, 2025
Advisors redefine income strategies amid market complexity, Nasdaq survey reveals

ETFs are playing a larger role and taking center stage.

By Steve Randall
Life insurance linked to greater financial confidence: Corebridge
RETIREMENT PLANNING AUG 25, 2025
Life insurance linked to greater financial confidence: Corebridge

Americans with life insurance coverage are far more likely to feel assured of their loved ones' future, though myths and misconceptions still hold many back from getting coverage.

By Leo Almazora
BofA, UBS see small-cap outperformance as Powell turns dovish
EQUITIES AUG 25, 2025
BofA, UBS see small-cap outperformance as Powell turns dovish

Bank strategists cite growing optimism following Jackson Hole remarks, though earnings, sales trends, and tariff risks could make or break the small-cap rally.

By Bloomberg
University endowments under pressure are rethinking investment strategies, Cerulli says
ALTERNATIVES AUG 25, 2025
University endowments under pressure are rethinking investment strategies, Cerulli says

Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management and the secondary market for private equity.

By Leo Almazora
Hassett sees Fed chair pick taking ‘another few months’
FIXED INCOME AUG 25, 2025
Hassett sees Fed chair pick taking ‘another few months’

The National Economic Council Director said "a thorough search process" is underway as Jerome Powell's term is set to expire in May next year.

By Bloomberg
Nearly half of retirement plan participants would invest in private assets, Schroders finds
RETIREMENT PLANNING AUG 25, 2025
Nearly half of retirement plan participants would invest in private assets, Schroders finds

Poll of 1,500 retirement plan investors finds 45% interested in private equity and private debt, with more than three-quarters saying they'd ramp up contributions as a result.

By Leo Almazora
Private equity exits surge 69%, but RIAs flex staying power
ALTERNATIVES AUG 25, 2025
Private equity exits surge 69%, but RIAs flex staying power

Private equity exit values and volume are up sharply, but investments in RIAs are taking a different path: “Many PE firms are now structuring proposals that allow RIAs to roll equity into their next fund,” Hue Partners' Emily Blue told InvestmentNews.

By Andrew Cohen
ETFs eclipse mutual funds as advisors double down on active management
PRACTICE MANAGEMENT AUG 25, 2025
ETFs eclipse mutual funds as advisors double down on active management

Report shows advisors also shifting time toward client relationships and embracing AI tools.

By Steve Randall
Private infrastructure: Why wealthy families are turning to an often overlooked asset class
ALTERNATIVES AUG 25, 2025
Private infrastructure: Why wealthy families are turning to an often overlooked asset class

Luke Taylor, co-president of Stonepeak shares his insights with InvestmentNews.

By Steve Randall
Robinhood’s stock climbs 440% amid push into RIA custody
EQUITIES AUG 21, 2025
Robinhood’s stock climbs 440% amid push into RIA custody

Robinhood’s stock has skyrocketed 440% over the past year ahead of the company's upcoming referral program launch with RIA custodian TradePMR.

By Andrew Cohen