Investing

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Fed's Williams sees another rate hike as Treasury rout deepens
FIXED INCOME SEP 24, 2026
Fed's Williams sees another rate hike as Treasury rout deepens

Williams' comments land amid a bond selloff that sent the 30-year Treasury yield to a 2004 high and pushed mortgage rates near 7%.

By Leo Almazora
Alternative ETFs boom in 2026
ETFS SEP 24, 2026
Alternative ETFs boom in 2026

Alternative ETFs are on a tear this year, with Morningstar reporting $10.7 billion of net inflows through July. This comes as some semiliquid alternative funds, particularly private credit, struggle

By Bruce Kelly
More ETFs, more opportunity, more homework
OPINION SEP 24, 2026
More ETFs, more opportunity, more homework

The democratization of ETFs cuts both ways

By James Rogers
Institutional crypto adoption is stickier than markets assumed, Bitwise finds
ALTERNATIVES SEP 24, 2026
Institutional crypto adoption is stickier than markets assumed, Bitwise finds

A new Bitwise report reveals major institutions held - and some bought more - through a 50% crypto drawdown.

By Steve Randall
Luma adds first ETFs to its platform as advisors push for unified income tools
ETFS SEP 23, 2026
Luma adds first ETFs to its platform as advisors push for unified income tools

ProShares autocallable funds bring ETF-versus-note comparisons into a single advisor workflow for the first time.

By Steve Randall
Oil shock threatens to lock in higher rates through 2027
ALTERNATIVES SEP 22, 2026
Oil shock threatens to lock in higher rates through 2027

Shipping disruptions in the Strait of Hormuz are driving crude above $100 and pushing the Fed's rate-cut window into 2027.

By Steve Randall
Private market allocations in 401(k) plans can lift retirement outcomes
RETIREMENT PLANNING SEP 22, 2026
Private market allocations in 401(k) plans can lift retirement outcomes

Private equity lifted modeled retirement wealth by 13%, but CFA Institute warns that glide-path design may matter more

By Steve Randall
Infrastructure and emerging markets top global asset owner wish lists
ALTERNATIVES SEP 22, 2026
Infrastructure and emerging markets top global asset owner wish lists

A new Marsh survey of 430 asset owners finds capital shifting toward real assets and growth markets as geopolitical risk reshapes portfolios.

By Steve Randall
What advisors need to know as Trump and Xi meet this week
EQUITIES SEP 21, 2026
What advisors need to know as Trump and Xi meet this week

AI, trade, and critical minerals are all on the table as the two leaders sit down Thursday — here's what could move markets.

By James Rogers
Democratic lawmakers demand probe into DOL 401(k) rule comments
RETIREMENT PLANNING SEP 21, 2026
Democratic lawmakers demand probe into DOL 401(k) rule comments

Senior Democrats including Senator Bernie Sanders urge a DOJ and FBI investigation into thousands of allegedly fake comments backing DOL's private-assets 401(k) rule.

By Leo Almazora
Paramount in advanced settlement talks over $81 billion Warner Bros. deal
EQUITIES SEP 21, 2026
Paramount in advanced settlement talks over $81 billion Warner Bros. deal

From a $1.5 billion California production pledge to possible cable channel sales and a CNN oversight board, the terms of a potential deal are taking shape.

By Steve Randall
EQT raises Perpetual takeover bid for the fourth time
ALTERNATIVES SEP 21, 2026
EQT raises Perpetual takeover bid for the fourth time

Swedish private equity giant EQT has lobbed an improved offer for Australian asset manager Perpetual, intensifying a months-long pursuit.

By Steve Randall
Private markets are testing the wealth stack
ALTERNATIVES SEP 21, 2026
Private markets are testing the wealth stack

SEI’s Mat Dellorso on why reporting, liquidity, diligence and data now matter as much as getting into private markets.

By Manal Ali
The Fed just hiked rates for the first time in 3 years. Is this just the start?
EQUITIES SEP 18, 2026
The Fed just hiked rates for the first time in 3 years. Is this just the start?

Macquarie now expects 50 more basis points of hikes by early 2027 — but not everyone agrees the Fed is done reacting to oil.

By James Rogers
ETF market hits $16 trillion as risky new products flood the field
ETFS SEP 18, 2026
ETF market hits $16 trillion as risky new products flood the field

Passive funds dominate the complex US exchange-traded fund market, but active management is playing an increasingly key role.

By Steve Randall
Direct investing gains ground as RIAs question stacked SPV access
EQUITIES SEP 17, 2026
Direct investing gains ground as RIAs question stacked SPV access

As companies stay private longer, RIAs debate whether layered fund structures or direct stakes better serve client portfolios and access

By Gregg Greenberg
Private market appetite hits record high as AI risk reshapes portfolios
ALTERNATIVES SEP 17, 2026
Private market appetite hits record high as AI risk reshapes portfolios

Institutional allocators and independent investors are accelerating alternatives exposure even as AI concentration risk emerges as a top concern.

By Steve Randall
Robinhood enters IPO underwriting, opening access for RIAs
EQUITIES SEP 16, 2026
Robinhood enters IPO underwriting, opening access for RIAs

Robinhood Securities joined Oura's underwriting syndicate as TradePMR expands pre-market IPO access for independent advisors.

By Andrew Cohen
SS&C's Black Diamond adds insurers as annuity demand grows
RETIREMENT PLANNING SEP 16, 2026
SS&C's Black Diamond adds insurers as annuity demand grows

Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.

By Leo Almazora
Fed under Warsh hands down unanimous September rate decision
EQUITIES SEP 16, 2026
Fed under Warsh hands down unanimous September rate decision

The Federal Reserve chaired by Trump nominee Kevin Warsh has opted to hike for the first time in three years.

By James Rogers