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Treasury yields drop as Iran ceasefire hopes offset fresh US military strikes
FIXED INCOME MAY 26, 2026
Treasury yields drop as Iran ceasefire hopes offset fresh US military strikes

Bond markets returned from the holiday weekend pricing in peace deal optimism, even as fighting flared in the Strait of Hormuz.

By Steve Randall
Why cryptocurrency can be an estate planning 'nightmare'
ALTERNATIVES MAY 22, 2026
Why cryptocurrency can be an estate planning 'nightmare'

Cryptocurrency keys, and who holds them, add new levels of complexity to the estate planning process, warns Stacy Francis, president of Francis Financial.

By James Rogers
Don't forget dividend stocks as market spotlight shines on technology, Treasury yields
EQUITIES MAY 22, 2026
Don't forget dividend stocks as market spotlight shines on technology, Treasury yields

Advisors say dividend stocks are a smart solution for clients seeking income, especially in an inflationary environment.

By Gregg Greenberg
Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close
EQUITIES MAY 22, 2026
Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close

Confidence is building for H2 2026, but buyers and sellers remain misaligned on price.

By Steve Randall
What really matters to mutual fund investors?
MUTUAL FUNDS MAY 22, 2026
What really matters to mutual fund investors?

Mutual fund investors are scrutinizing costs and returns more closely than ever, according to new research.

By Steve Randall
Vanguard adds dynamic model portfolios as active-passive demand grows
ETFS MAY 21, 2026
Vanguard adds dynamic model portfolios as active-passive demand grows

The giant asset manager's latest foray into blended portfolios extends its efforts to support financial advisors' growth at scale.

By Leo Almazora
SEC chief Atkins signals caution on prediction market ETFs amid broader rethink of novel fund structures
ETFS MAY 21, 2026
SEC chief Atkins signals caution on prediction market ETFs amid broader rethink of novel fund structures

Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.

By Leo Almazora
Polen Capital aims to boost advisor choice with active growth equity ETFs
ETFS MAY 21, 2026
Polen Capital aims to boost advisor choice with active growth equity ETFs

“Many advisors continue to seek more tax-efficient ways to access differentiated active strategies,” said Laura Graff, head of product strategy at Polen.

By James Rogers
Financial advisors dig into energy's impact on stock prices
EQUITIES MAY 21, 2026
Financial advisors dig into energy's impact on stock prices

Oil prices have surged in the past month as the Iran conflict remains unsolved, but equities have bounced back. Wealth managers weigh in on the relationship between crude and stocks.

By Gregg Greenberg
Are hedge funds the missing ingredient?
LIFE INSURANCE AND ANNUITIES MAY 21, 2026
Are hedge funds the missing ingredient?

Wellington explores how multi strategy hedge funds may enhance diversification

Nvidia shows the chips are alright despite lack of China summit deal
EQUITIES MAY 20, 2026
Nvidia shows the chips are alright despite lack of China summit deal

Semiconductor stocks pulled back after the President's trip to China did not result in a major deal. But Nvidia's impressive quarterly results put that China summit far back in the rear-view mirror.

By Gregg Greenberg
SpaceX begins launch sequence with historic IPO filing
EQUITIES MAY 20, 2026
SpaceX begins launch sequence with historic IPO filing

Elon Musk's rocket and AI company eyes a Nasdaq debut that could rank as the biggest public offering in history.

By Steve Randall
Fed minutes raise specter of rate hikes. This is what it means for advisors
EQUITIES MAY 20, 2026
Fed minutes raise specter of rate hikes. This is what it means for advisors

The Fed minutes are a reminder that inflation remains the main concern, says Gina Bolvin, president of Bolvin Wealth Management Group.

By James Rogers
Kevin Warsh could favor a rate hike, not a cut, amid inflation, say Charles Schwab analysts
EQUITIES MAY 20, 2026
Kevin Warsh could favor a rate hike, not a cut, amid inflation, say Charles Schwab analysts

"We assume he’ll try to have a lower rate bias, but inflation above 2% will make that difficult," said Charles Schwab’s Collin Martin.

By James Rogers
Advisors weigh in on pre-IPO risks in the wake of Anthropic announcement
EQUITIES MAY 20, 2026
Advisors weigh in on pre-IPO risks in the wake of Anthropic announcement

Anthropic announced last week it would not recognize unauthorized transfer of its pre-IPO shares, creating concern for many financial advisory clients who thought they were safe.

By Gregg Greenberg
Wealthy women want alternatives, but why haven’t their advisors discussed it?
ALTERNATIVES MAY 20, 2026
Wealthy women want alternatives, but why haven’t their advisors discussed it?

Brookfield finds HNW female investors are ready for alts but waiting to be led.

By Steve Randall
Feds asking questions of BlackRock private credit fund: Report
ALTERNATIVES MAY 19, 2026
Feds asking questions of BlackRock private credit fund: Report

The report is the latest in a series of ill winds that continue to buffer managers of private credit funds.

By Bruce Kelly
CAIS embeds Claude AI into advisor workflows for alternatives intelligence
ALTERNATIVES MAY 19, 2026
CAIS embeds Claude AI into advisor workflows for alternatives intelligence

The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.

By Leo Almazora
VanEck’s Gold Miners ETF turns 20
ETFS MAY 18, 2026
VanEck’s Gold Miners ETF turns 20

Asset manager VanEck’s Gold Miners ETF was the company’s first ETF when it was launched in 2006.

By James Rogers
How Vanguard's new bond ETF model pitch aims to boost advisors' value
PRACTICE MANAGEMENT MAY 18, 2026
How Vanguard's new bond ETF model pitch aims to boost advisors' value

Constructed from its recently launched target maturity bond ETFs, the asset manager's low-cost BondBuilder portfolio suite offers a perpetual, auto-rebalancing ladder structure built for scale.

By Leo Almazora