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US home price growth picks up but flipping profits keep shrinking
ALTERNATIVES OCT 02, 2026
US home price growth picks up but flipping profits keep shrinking

Annual appreciation reached 1.9% in July, yet flipping margins have declined for two consecutive years as mortgage rate pressures persist.

By Steve Randall
Ex-MLB player turned wealth executive questions expansion team math
ALTERNATIVES OCT 01, 2026
Ex-MLB player turned wealth executive questions expansion team math

As MLB and the NBA pursue expansion, Dynasty's Matt LaPorta says RIA clients may be better off buying into existing clubs

By Andrew Cohen
Clients fear outliving savings as AI and longevity upend retirement math
RETIREMENT PLANNING OCT 01, 2026
Clients fear outliving savings as AI and longevity upend retirement math

TIAA survey finds 53% of Americans worry about running out of money, as AI and medical advances scramble retirement income planning.

By Steve Randall
PCE inflation gauge cools, but further rate hikes from Fed loom
EQUITIES SEP 30, 2026
PCE inflation gauge cools, but further rate hikes from Fed loom

“This is a small relief amid all the doom and gloom,” said Nic Puckrin, macro analyst and founder of Coin Bureau.

By James Rogers
Wealth managers see payoff in leaving cash as Fed hikes
FIXED INCOME SEP 30, 2026
Wealth managers see payoff in leaving cash as Fed hikes

Bond specialists at Touchstone, Aberdeen and Altium Wealth favor quality credit and measured duration over reaching for yield.

By Gregg Greenberg
Single-country ETFs surge as investors target AI, reform plays
ETFS SEP 30, 2026
Single-country ETFs surge as investors target AI, reform plays

US-listed single-country ETFs have pulled in over $26 billion year-to-date, more than four times their full-year 2025 haul, TD Securities data shows.

By Steve Randall
Weekend equity trading is coming - what advisors need to know
EQUITIES SEP 30, 2026
Weekend equity trading is coming - what advisors need to know

Bruce Markets, backed by Robinhood and PEAK6, plans to launch the first continuous weekend U.S. stock trading session, pending SEC review.

By Steve Randall
Arch pushes AI portfolio monitoring into pre-investment due diligence
ALTERNATIVES SEP 29, 2026
Arch pushes AI portfolio monitoring into pre-investment due diligence

New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.

By Leo Almazora
IRS targets 351 ETF conversions in new guidance on tax strategies
ETFS SEP 29, 2026
IRS targets 351 ETF conversions in new guidance on tax strategies

Notice 2026-62 also flags box spread ETFs and tax-aware fund trades as Treasury opens month-long consultation period.

By Leo Almazora
Anthropic's landmark IPO filing shows 12-fold revenue jump, $518B compute bill
EQUITIES SEP 29, 2026
Anthropic's landmark IPO filing shows 12-fold revenue jump, $518B compute bill

The AI lab disclosed more than $8 billion in 2025 losses on an operating basis as financial advisors weigh a supersized listing likely to land past the midterms.

By Leo Almazora
Dividend growth investing gains ground as market concentration rises
EQUITIES SEP 28, 2026
Dividend growth investing gains ground as market concentration rises

Advisors turn to dividend growth strategies to diversify portfolios amid mega-cap concentration risk in 2026

By Gregg Greenberg
S&P 500 CEO pay hits $17.5M as equity awards reshape executive compensation
EQUITIES SEP 28, 2026
S&P 500 CEO pay hits $17.5M as equity awards reshape executive compensation

Shareholder support strengthens even as median pay rises 6% - but outlier awards draw intensifying scrutiny.

By Steve Randall
Diamonds may not be forever, at least in value terms
ALTERNATIVES SEP 28, 2026
Diamonds may not be forever, at least in value terms

A 51% price drop, a lab-grown takeover of the bridal market, and a two-tier split that leaves mid-range natural stones most exposed.

By Steve Randall
Private equity faces challenge from Warren's revived Stop Wall Street Looting Act
ALTERNATIVES SEP 25, 2026
Private equity faces challenge from Warren's revived Stop Wall Street Looting Act

Bill would make PE firms liable for portfolio company debts and close carried interest loophole as alternatives push into 401(k)s.

By Leo Almazora
Gold's rally drivers remain intact despite price surges
EQUITIES SEP 25, 2026
Gold's rally drivers remain intact despite price surges

Advisors say record government debt, central bank buying and inflation risk still support a strategic allocation to gold

By Gregg Greenberg
Private markets advice is evolving - are advisors keeping up?
ALTERNATIVES SEP 25, 2026
Private markets advice is evolving - are advisors keeping up?

EQT private wealth veteran explains why building a private markets portfolio is a construction decision, not a product decision.

By Steve Randall
SpaceX entry drives index reshuffle as market concentration rises
EQUITIES SEP 25, 2026
SpaceX entry drives index reshuffle as market concentration rises

SpaceX became a mega-cap constituent last quarter, pushing market concentration higher and prompting fresh scrutiny of index design.

By Steve Randall
Active ETFs reshape how advisors build portfolios
ETFS SEP 24, 2026
Active ETFs reshape how advisors build portfolios

Actively managed ETFs are capturing an outsized share of flows as advisors lean on them to complement passive strategies and scale their practices

By Andrew Cohen
ETFs come of age
ETFS SEP 24, 2026
ETFs come of age

Elise Terry, BlackRock’s co-head of the Americas for global product solutions and head of Americas iShares, offers her outlook for the ETF industry

By Gregg Greenberg
Advisors favor quality and value ETFs as leverage risks build
ETFS SEP 24, 2026
Advisors favor quality and value ETFs as leverage risks build

Three wealth managers reveal which ETFs they’re buying, avoiding, and holding as small caps and non-US stocks rally

By Gregg Greenberg