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June jobs data surprise with 'big miss'. This is what it means for advisors
EQUITIES JUL 02, 2026
June jobs data surprise with 'big miss'. This is what it means for advisors

“The market was braced for a strong jobs report, but this was a big miss,” said Stephen Coltman, head of macro at 21shares.

By James Rogers
Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street
RETIREMENT PLANNING JUL 01, 2026
Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street

Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients

By Leo Almazora
Gold logs worst quarter in 13 years as rate-hike fears mount
ALTERNATIVES JUL 01, 2026
Gold logs worst quarter in 13 years as rate-hike fears mount

Bullion's steepest quarterly slide since 2013 has advisors weighing rate risk against signs of a possible second-half rebound

By Leo Almazora
Trump crypto ventures generated more than $1.2 billion in disclosed proceeds
ALTERNATIVES JUL 01, 2026
Trump crypto ventures generated more than $1.2 billion in disclosed proceeds

Annual ethics filing details token sales, pledged asset line and modest retirement income from two pensions.

By Steve Randall
SEC seeks comment on prediction-market ETFs after May pause
ALTERNATIVES JUN 30, 2026
SEC seeks comment on prediction-market ETFs after May pause

Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.

By Leo Almazora
Citi appoints Michael Yannell as hedge funds chief as wealth management push continues
ALTERNATIVES JUN 30, 2026
Citi appoints Michael Yannell as hedge funds chief as wealth management push continues

Michael Yannell rejoined Citi in 2019 as head of hedge fund research.

By James Rogers
North America largely shielded as Hormuz shock reshapes global outlook
EQUITIES JUN 30, 2026
North America largely shielded as Hormuz shock reshapes global outlook

S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil.

By Steve Randall
$65bn a year: the hidden cost of mortgage borrowers not shopping around
ALTERNATIVES JUN 30, 2026
$65bn a year: the hidden cost of mortgage borrowers not shopping around

Delinquencies and foreclosure inventory creep higher as affordability pressures weigh on borrowers.

By Steve Randall
Dynasty taps ex-MLB player Matt LaPorta for sports investing push
ALTERNATIVES JUN 29, 2026
Dynasty taps ex-MLB player Matt LaPorta for sports investing push

The former Cleveland first baseman says youth sports has become an "arms race" as Congress proposed a bill to restrict private equity in youth sports

By Andrew Cohen
A double-digit market correction is looming. This is what advisors need to know
EQUITIES JUN 29, 2026
A double-digit market correction is looming. This is what advisors need to know

“The market volatility seen so far in June is the tip of the iceberg,” says David Laut, chief investment officer at Kerux Financial.

By James Rogers
Bitcoin ETF outflows cross record $4 billion in June
ALTERNATIVES JUN 29, 2026
Bitcoin ETF outflows cross record $4 billion in June

Investor withdrew from spot bitcoin funds at their fastest pace ever this month, eclipsing last year's worst period and raising questions about the durability of institutional demand.

By Leo Almazora
IPO scarcity rush is a trap: How advisors should handle AI stock demand
EQUITIES JUN 29, 2026
IPO scarcity rush is a trap: How advisors should handle AI stock demand

Clients want SpaceX, Anthropic, and OpenAI — but three advisors say the smart money was already in long before any listing, and chasing the IPO pop is where the real risk lives

By Gregg Greenberg
Advisor use of alternatives doubles in depth as portfolio integration deepens, Brookfield finds
ALTERNATIVES JUN 29, 2026
Advisor use of alternatives doubles in depth as portfolio integration deepens, Brookfield finds

Deep alternatives knowledge among advisors has nearly doubled as evergreen fund appetite grows.

By Steve Randall
Gen X, millennials lag in retirement confidence amid knowledge gap
RETIREMENT PLANNING JUN 26, 2026
Gen X, millennials lag in retirement confidence amid knowledge gap

Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.

By Hallie Diamant
Latest PCE inflation data 'flashing red'. This is what it means for advisors
EQUITIES JUN 25, 2026
Latest PCE inflation data 'flashing red'. This is what it means for advisors

“PCE has been the Fed’s preferred measure of inflation for some time, and this month, it’s flashing red,” said Nic Puckrin of Coin Bureau

By James Rogers
Songwriting assets back in focus as HarbourView snaps up Grammy Award winners’ songs
ALTERNATIVES JUN 25, 2026
Songwriting assets back in focus as HarbourView snaps up Grammy Award winners’ songs

Publisher's share of chart-defining compositions acquired as Newark IP firm pushes deeper into music's alternative asset boom.

By Steve Randall
SpaceX's multi-billion-dollar wipeout is a reality check for the whole AI trade
EQUITIES JUN 25, 2026
SpaceX's multi-billion-dollar wipeout is a reality check for the whole AI trade

Investor pressure is building for earnings proof, not just compelling stories, says Post Oak Group's Christopher Della Fave.

By Steve Randall
Robinhood dangles World Cup tickets to boost Gold subscriber base
ALTERNATIVES JUN 24, 2026
Robinhood dangles World Cup tickets to boost Gold subscriber base

Robinhood's World Cup sweepstakes and prediction market discounts are the fintech's latest push to grow its 4.3 million Gold subscribers.

By Andrew Cohen
SEC probes private equity continuation vehicles amid surge in deals
ALTERNATIVES JUN 24, 2026
SEC probes private equity continuation vehicles amid surge in deals

The SEC enforcement division is reportedly digging into potential conflicts of interest, valuations, and disclosure in fast-growing fund manager-led transactions.

By Leo Almazora
Institutional memory gives experienced advisors an edge in volatile markets. This is what gets lost without it
EQUITIES JUN 24, 2026
Institutional memory gives experienced advisors an edge in volatile markets. This is what gets lost without it

Veteran financial advisors who have lived through multiple downturns say pattern recognition — not market prediction — is what protects client portfolios when volatility strikes.

By Gregg Greenberg