Investing

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What advisors need to know as Iran tensions threaten to reignite Fed hawkishness
EQUITIES JUL 10, 2026
What advisors need to know as Iran tensions threaten to reignite Fed hawkishness

Renewed U.S.-Iran conflict has pushed oil prices higher this week — and could tip the Fed back toward a more hawkish stance heading into its September and October meetings.

By James Rogers
Bitcoin's 2026 pullback: Buying opportunity or broken thesis? Advisors debate
EQUITIES JUL 10, 2026
Bitcoin's 2026 pullback: Buying opportunity or broken thesis? Advisors debate

Wealth managers weigh in on whether bitcoin's retreat from its $126,000 all-time high changes the long-term investment case — and what role it should play in client portfolios

By Gregg Greenberg
MSCI and UBS join forces to fix private markets' data gap
ALTERNATIVES JUL 10, 2026
MSCI and UBS join forces to fix private markets' data gap

The tie-up, arriving days after BlackRock's own push to introduce new benchmarking tools, pairs MSCI's index expertise with UBS's alternatives book.

By Leo Almazora
Oil prices swing wildly amid latest Gulf tensions, IEA says durable ceasefire is needed for stabilization
ALTERNATIVES JUL 10, 2026
Oil prices swing wildly amid latest Gulf tensions, IEA says durable ceasefire is needed for stabilization

Global supply rebounded sharply in June before renewed clashes reignited market volatility.

By Steve Randall
Russell Investments to be acquired by B Capital-led investor group
MUTUAL FUNDS JUL 09, 2026
Russell Investments to be acquired by B Capital-led investor group

B Capital and pension giant CalPERS lead a consortium buying the 90-year-old asset manager from TA Associates and Reverence Capital Partners.

By Leo Almazora
Small investors get a rare break as home prices lose ground to inflation
ALTERNATIVES JUL 09, 2026
Small investors get a rare break as home prices lose ground to inflation

Real estate investors see improving entry costs even as rental income keeps softening.

By Steve Randall
Fed minutes spotlight competing views over interest rates. This is what advisors can expect
EQUITIES JUL 08, 2026
Fed minutes spotlight competing views over interest rates. This is what advisors can expect

Fed divisions are grabbing attention, but future policy is heavily contingent on the situation in the Middle East, says Jeffrey Roach of LPL Financial.

By James Rogers
Citi brings back Matt Newnham to drive EMEA and UK asset manager partnerships as wealth push continues
MUTUAL FUNDS JUL 08, 2026
Citi brings back Matt Newnham to drive EMEA and UK asset manager partnerships as wealth push continues

The fund distribution veteran had a 10-year stint at Citi in Luxembourg, Hong Kong, and Sydney earlier in his care.

By James Rogers
BlackRock expands Aladdin's private markets benchmarking tools
ALTERNATIVES JUL 08, 2026
BlackRock expands Aladdin's private markets benchmarking tools

New Preqin-powered benchmarks add transparency to private equity and credit performance across BlackRock's platforms.

By Leo Almazora
Private markets infrastructure must catch up with wealth industry demand, says CEO of Fidelity backed Corastone
ALTERNATIVES JUL 08, 2026
Private markets infrastructure must catch up with wealth industry demand, says CEO of Fidelity backed Corastone

Rashad Kurbanov on why scalable, permissioned technology is the missing piece in private markets.

By Steve Randall
Why advisors need infrastructure, not just access, for pre-IPO equity
ALTERNATIVES JUL 08, 2026
Why advisors need infrastructure, not just access, for pre-IPO equity

CEO of KPC Private Funds says advisors gain an edge through institutional-grade access, not by chasing pre-IPO deals directly.

By Leo Almazora
Voya expands advisor managed accounts to add private market assets
RETIREMENT PLANNING JUL 07, 2026
Voya expands advisor managed accounts to add private market assets

Voya Financial adds private equity, credit and real estate options to its AMA program, building on support for looser federal investment rules in retirement accounts.

By Leo Almazora
Collapse zone declared, buildings evacuated as Manhattan skyscraper starts to buckle
ALTERNATIVES JUL 07, 2026
Collapse zone declared, buildings evacuated as Manhattan skyscraper starts to buckle

Midtown tower puts a spotlight on private credit's growing bet on office conversions.

BlackRock touts new iShares Nasdaq 100 ETF on the same day that SpaceX joins index
ETFS JUL 07, 2026
BlackRock touts new iShares Nasdaq 100 ETF on the same day that SpaceX joins index

Elon Musk’s SpaceX has been fast-tracked onto the Nasdaq 100 less than a month after its mega IPO.

By James Rogers
ESG investing isn't dead — it's just been stripped of its buzzword
EQUITIES JUL 07, 2026
ESG investing isn't dead — it's just been stripped of its buzzword

Despite $27 billion in ESG fund outflows in late 2025 and political headwinds, three advisors say values-based investing is maturing, not disappearing

By Gregg Greenberg
US-listed ETFs smash records: $196B in June, $1T at half-year, on target for $2.3T full year
ETFS JUL 07, 2026
US-listed ETFs smash records: $196B in June, $1T at half-year, on target for $2.3T full year

Active funds and credit lead a record first half even as equities dipped 0.9% in June.

By Steve Randall
IRA investors keep rushing toward lower-cost mutual funds
RETIREMENT PLANNING JUL 06, 2026
IRA investors keep rushing toward lower-cost mutual funds

New ICI research shows these retirement savers pay expense ratios nearly matching industrywide averages, extending years of fee declines

By Leo Almazora
US household wealth grows more liquid than global peers
RETIREMENT PLANNING JUL 06, 2026
US household wealth grows more liquid than global peers

UBS data show American net worth is shifting from property to cash and funds faster than in seven other wealthy nations.

By Leo Almazora
Oil supply glut clouds outlook, but new supply does not mean risk is over
ALTERNATIVES JUL 06, 2026
Oil supply glut clouds outlook, but new supply does not mean risk is over

Cheap crude and swelling stockpiles complicate the inflation picture even as geopolitical risk lingers.

By Steve Randall
High-end homes boost latest HPI, but more recent data highlights two-speed market
ALTERNATIVES JUL 03, 2026
High-end homes boost latest HPI, but more recent data highlights two-speed market

Case-Shiller data shows price growth accelerating while Realtor.com sees buyers gaining ground.

By Steve Randall