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Hot IPOs are back! Financial advisors discuss how to deal with client demand
EQUITIES AUG 20, 2025
Hot IPOs are back! Financial advisors discuss how to deal with client demand

This summer has seen IPOs popping like its 1999 and that means wealth managers are getting requests from clients for new issues.

By Gregg Greenberg
Amid market turbulence, self-directed investors keep the faith, study reveals
EQUITIES AUG 20, 2025
Amid market turbulence, self-directed investors keep the faith, study reveals

Fidelity research finds resilience as DIY investors balance caution with optimism.

By Steve Randall
BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach
ETFS AUG 18, 2025
BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach

Self-confessed ETF geek shares his take on the market with InvestmentNews.

By Steve Randall
US stocks steady as retail sales ease economic slowdown concerns
EQUITIES AUG 15, 2025
US stocks steady as retail sales ease economic slowdown concerns

The broad-based advance in July, boosted by car sales and major online promotions, is another factor for the Fed to ponder ahead of its annual Jackson Hole symposium.

By Bloomberg
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