Investing

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401(k) investors retreat to cash and bonds as retail traders chase equities
EQUITIES OCT 13, 2025
401(k) investors retreat to cash and bonds as retail traders chase equities

Alight data show 401(k) plan participants favored fixed income in September, while Schwab’s retail clients expanded their stock holdings.

By Leo Almazora
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype
EQUITIES OCT 13, 2025
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as 'good bubble' — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

By Matthew Sellers
Jefferies addresses fallout from First Brands bankruptcy, says losses 'readily absorbable'
FIXED INCOME OCT 13, 2025
Jefferies addresses fallout from First Brands bankruptcy, says losses 'readily absorbable'

With First Brands’ CEO resigning and bankruptcy fallout ongoing, Jefferies reassures investors its exposure through Point Bonita is limited and manageable.

By Leo Almazora
JPMorgan launches $1.5T initiative to strengthen critical US industries
EQUITIES OCT 13, 2025
JPMorgan launches $1.5T initiative to strengthen critical US industries

With a $10 billion direct investment commitment, it aims to strengthen US economic resilience by supporting companies in sectors from AI to pharmaceuticals and energy infrastructure.

By Leo Almazora
Weekend wipeout: Crypto crash erases billions in 'brutal reminder' of growing risk
ALTERNATIVES OCT 13, 2025
Weekend wipeout: Crypto crash erases billions in 'brutal reminder' of growing risk

Market reacts to new spike in the US-China trade war with flash crash.

By Steve Randall
Advisors handicap the race between gold and Nvidia
EQUITIES OCT 10, 2025
Advisors handicap the race between gold and Nvidia

Gold and shares of AI chipmaker Nvidia are flying so far in 2025 and advisors are being asked by clients how long those runs can last.

By Gregg Greenberg
Advisors react to Goldman report showing alternative use rising with wealth
ALTERNATIVES OCT 10, 2025
Advisors react to Goldman report showing alternative use rising with wealth

A report released by Goldman Sachs Asset Management this week shows alternative adoption directly related to wealth, and more Millennials getting on board.

By Gregg Greenberg
Is First Brands implosion a new subprime crisis?
ALTERNATIVES OCT 10, 2025
Is First Brands implosion a new subprime crisis?

Renowned short-seller blasts private credit’s ‘magical machine’ but industry expert tells InvestmentNews bankruptcy is an isolated credit event.

By James Burton
Trump's China tariff threat sends markets tumbling
EQUITIES OCT 10, 2025
Trump's China tariff threat sends markets tumbling

Major indices hit as President's social media posts rekindle trade war fears.

By James Burton
Morgan Stanley broadens crypto fund access to wealth clients as ETF landscape shifts
ALTERNATIVES OCT 10, 2025
Morgan Stanley broadens crypto fund access to wealth clients as ETF landscape shifts

The Wall Street giant's updated requirement gives its advisors more leeway to pitch crypto funds, which are primed for a big bang following recent changes at the SEC.

By Leo Almazora
Fallout from First Brands bankruptcy ripples through credit markets
FIXED INCOME OCT 10, 2025
Fallout from First Brands bankruptcy ripples through credit markets

Billions in missing funds and revelations of opaque financing spark federal probe and heighten concerns among creditors.

By Leo Almazora
Tesla shares slip as U.S. regulators probe self-driving software risks
EQUITIES OCT 09, 2025
Tesla shares slip as U.S. regulators probe self-driving software risks

2.9 million vehicles under investigation give Musk’s flagship business a new headache.

By Matthew Sellers
Is an AI bubble forming? Market leaders and institutions weigh in
EQUITIES OCT 09, 2025
Is an AI bubble forming? Market leaders and institutions weigh in

Leaders from the IMF, Nvidia, and JPMorgan offer split views on the staying power of AI-driven market gains.

By Leo Almazora
Netflix expected a ‘KPop’ rally. Elon Musk and tariffs got in the way
EQUITIES OCT 09, 2025
Netflix expected a ‘KPop’ rally. Elon Musk and tariffs got in the way

President Donald Trump's recent call for 100% tariffs on movies, a redux of a similar threat in May, appears to be somewhat more consequential this time around.

By Bloomberg
JPMorgan’s Jamie Dimon warns of potential stock market correction
EQUITIES OCT 09, 2025
JPMorgan’s Jamie Dimon warns of potential stock market correction

Top banker says there is a 30% chance of correction and that he is 'more worried than others'

By James Burton
How is middle-class America holding up financially as headwinds continue to blow?
LIFE INSURANCE AND ANNUITIES OCT 09, 2025
How is middle-class America holding up financially as headwinds continue to blow?

New report shows steady financial resilience, yet inflation and income concerns linger.

By Steve Randall
Crypto investors more likely to leap before looking as new products test protections
EQUITIES OCT 08, 2025
Crypto investors more likely to leap before looking as new products test protections

New FINRA findings suggest younger crypto- and meme-focused investors may be especially vulnerable to fraud and counterparty risks.

By Leo Almazora
Fed minutes show caution over inflation even as officials cut rates
FIXED INCOME OCT 08, 2025
Fed minutes show caution over inflation even as officials cut rates

Policymakers at the September meeting acknowledged risks to the labor market, but placed low adds on a rapid drop in employment.

By Bloomberg
Jamie Dimon throws support behind changes to quarterly reporting
EQUITIES OCT 08, 2025
Jamie Dimon throws support behind changes to quarterly reporting

The longtime CEO of JPMorgan sided with President Trump's proposal for less frequent disclosures, citing "endless rules" that are "part of a much bigger problem."

By Leo Almazora
Meme-stock ETF left for dead gets resurrected for retail crowd
EQUITIES OCT 08, 2025
Meme-stock ETF left for dead gets resurrected for retail crowd

Two years after the original strategy was shuttered, a renewed appetite for long-shot bets and a more hospitable regulatory climate has spurred its comeback.

By Bloomberg