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Has North America’s annuities market peaked? Allianz releases updated insurance analysis
LIFE INSURANCE AND ANNUITIES JUN 01, 2026
Has North America’s annuities market peaked? Allianz releases updated insurance analysis

New data also shows health premiums surging at fastest pace since 2014 as retirement and medical demand reshape protection landscape.

By Steve Randall
What employees with pre-IPO equity need to know before the market opens
EQUITIES JUN 01, 2026
What employees with pre-IPO equity need to know before the market opens

Compound Planning's Tara Shulman on concentration risk, tender offers, and why preparation must start long before an IPO.

By Steve Randall
The ETF industry is booming. So why are half its professionals still feeling shortchanged?
ETFS JUN 01, 2026
The ETF industry is booming. So why are half its professionals still feeling shortchanged?

Trading professionals command near $60K more than any other role as operations staff fall further behind.

By Steve Randall
The AI spending boom is alive and well. This is why it matters to advisors
EQUITIES MAY 29, 2026
The AI spending boom is alive and well. This is why it matters to advisors

“The enthusiasm for stocks is warranted given the unprecedented spending spree on AI infrastructure,” said Emily Bowersock Hill, CEO of Bowersock Capital Partners.

By James Rogers
Private Shares Fund PM, co-creator reveals where private capital is moving ahead of IPO wave
ALTERNATIVES MAY 29, 2026
Private Shares Fund PM, co-creator reveals where private capital is moving ahead of IPO wave

SpaceX anchors $1.16B vehicle as secondary market signals point to 2026 listings.

By Steve Randall
Cboe gets SEC green light to trade single-stock options before and after the bell
EQUITIES MAY 28, 2026
Cboe gets SEC green light to trade single-stock options before and after the bell

The exchange plans to launch extended sessions for about 20 names, including Nvidia, Tesla, and Apple, on July 13.

By Steve Randall
The private markets boom is knocking on advisors' doors
ALTERNATIVES MAY 28, 2026
The private markets boom is knocking on advisors' doors

A new survey finds nine in 10 advised investors would allocate to private markets on a strong recommendation – but most haven't had that talk yet.

By Leo Almazora
RIAs broaden ETF lineups in Q1 2026, with real assets and active managers leading the charge
ETFS MAY 28, 2026
RIAs broaden ETF lineups in Q1 2026, with real assets and active managers leading the charge

New AdvizorPro data analysis reveals advisors are adding funds at a steady clip, while defense, commodities, and international equity quietly take share.

By Leo Almazora
GDP growth cut and latest PCE inflation data ‘disappointing’. This is what it means for advisors
EQUITIES MAY 28, 2026
GDP growth cut and latest PCE inflation data ‘disappointing’. This is what it means for advisors

“This morning’s GDP numbers were very disappointing, with only a 1.6% increase in the first quarter,” said Chris Zaccarelli of Northlight Asset Management.

By James Rogers
Advisors stay bullish yet cautious on stocks heading into second half
EQUITIES MAY 28, 2026
Advisors stay bullish yet cautious on stocks heading into second half

Wealth managers weigh in with their second half outlooks as stocks march higher into the summer months.

By Gregg Greenberg
SpaceX's index fund debut will look nothing like what most investors expect, says Jacob Friedman
PRACTICE MANAGEMENT MAY 28, 2026
SpaceX's index fund debut will look nothing like what most investors expect, says Jacob Friedman

Float mechanics, competing methodologies, and a flurry of rule rewrites mean passive investors face wildly unequal SpaceX exposure.

By Steve Randall
Goldman Sachs ETF platform hits milestone, boosted by demand for active funds
ETFS MAY 27, 2026
Goldman Sachs ETF platform hits milestone, boosted by demand for active funds

“We want to be focused on the active end where we can provide real solutions to investors,” said Bryon Lake of Goldman Sachs Asset Management.

By James Rogers
Mega-IPOs set to force reckoning for mutual funds, ETFs as indexes reshuffle
EQUITIES MAY 27, 2026
Mega-IPOs set to force reckoning for mutual funds, ETFs as indexes reshuffle

SpaceX, OpenAI and Anthropic listings could trigger billions in passive fund rebalancing as index rules accelerate benchmark entry.

By Leo Almazora
REX Shares takes aim at space and data centers with new leveraged ETFs
ETFS MAY 27, 2026
REX Shares takes aim at space and data centers with new leveraged ETFs

The ETFs harness the daily performance of AST SpaceMobile and Lumentum Holdings.

By James Rogers
From firefighter pensions to KKR: How early alts exposure helped shape Doug Krupa
ALTERNATIVES MAY 27, 2026
From firefighter pensions to KKR: How early alts exposure helped shape Doug Krupa

Krupa’s dad talked the young Doug out of following in his footsteps and becoming a firefighter.

By James Rogers
Crypto has arrived in the brokerage account but what does it mean for advisors?
INDEPENDENT BROKER DEALERS MAY 27, 2026
Crypto has arrived in the brokerage account but what does it mean for advisors?

Prometheum's Aaron Kaplan on why clearing ETH inside a US brokerage account changes the conversation and what still needs to happen before adoption scales.

By Steve Randall
Jewish values RIA pushes Meta shareholders to demand antisemitism transparency report
EQUITIES MAY 27, 2026
Jewish values RIA pushes Meta shareholders to demand antisemitism transparency report

JLens managing director speaks to InvestmentNews ahead of today’s Meta vote.

By Steve Randall
Micron above $1T, SpaceX-Tesla merger talk electrify markets, but Dow misses out on 130th birthday bonus
EQUITIES MAY 26, 2026
Micron above $1T, SpaceX-Tesla merger talk electrify markets, but Dow misses out on 130th birthday bonus

Chip rally and speculation about the upcoming IPO have led to a busy post-holiday record for S&P while Nasdaq gains.

By Steve Randall
BP shares plunge as chairman is ousted over 'serious' conduct concerns
EQUITIES MAY 26, 2026
BP shares plunge as chairman is ousted over 'serious' conduct concerns

BP’s board announced the removal of its chairman, Albert Manifold, over what it described as "serious concerns" relating to governance, oversight and conduct

By InvestmentNews
Earnings season proved sunny, but advisors warn of potential summer storm ahead for stocks
EQUITIES MAY 26, 2026
Earnings season proved sunny, but advisors warn of potential summer storm ahead for stocks

“With earnings season over for the next couple of months, the likelihood of a summer selloff is high,” said Dennis Follmer, chief investment officer at Montis Financial.

By James Rogers