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Private credit redemptions test the model as banks look for an opening
ALTERNATIVES MAR 27, 2026
Private credit redemptions test the model as banks look for an opening

As withdrawals rise and fundraising cools, the debate is shifting from returns to redemption mechanics – and whether today’s guardrails can allay or aggravate investor unease.

By Leo Almazora
Private credit shakeout continues, but investors are still seeking opportunity amid the noise, says VanEck
ETFS MAR 26, 2026
Private credit shakeout continues, but investors are still seeking opportunity amid the noise, says VanEck

The VanEck Alternative Asset Manager ETF recently posted its highest trading volume on record.

By James Rogers
Surging oil has energy stocks powering client portfolios. Should advisors stick around?
EQUITIES MAR 26, 2026
Surging oil has energy stocks powering client portfolios. Should advisors stick around?

Wealth managers are enjoying energy stock gains in an otherwise tough investing environment. Advisors debate how much more juice is left in the sector.

By Gregg Greenberg
OECD warns energy shock will slow global growth while lifting inflation risks
EQUITIES MAR 26, 2026
OECD warns energy shock will slow global growth while lifting inflation risks

Middle East conflict tests resilience as AI momentum offsets slower growth outlook.

By Steve Randall
Buy-side traders raise concerns over risks tied to 24/7 equity trading
EQUITIES MAR 26, 2026
Buy-side traders raise concerns over risks tied to 24/7 equity trading

Institutional desks warn round-the-clock markets may dilute liquidity and increase burnout pressures.

By Steve Randall
Tax refunds seen boosting savings over spending as Americans tread cautiously
EQUITIES MAR 26, 2026
Tax refunds seen boosting savings over spending as Americans tread cautiously

Most taxpayers expect to break even, save refunds, and delay filing amid tight household budgets.

By Steve Randall
Fund fees hold near record lows as investors keep shifting to cheaper options
ETFS MAR 25, 2026
Fund fees hold near record lows as investors keep shifting to cheaper options

Mutual fund and ETF costs stayed subdued in 2025 as flows favored low-fee products.

By Steve Randall
Oil shockwaves spread beyond Gulf as conflict risks and supply crunch rattle markets
EQUITIES MAR 25, 2026
Oil shockwaves spread beyond Gulf as conflict risks and supply crunch rattle markets

Fresh attacks, strained Gulf flows and rising risk premiums jolt global investors and energy outlook

By Steve Randall
Stagflation fears and volatility are up. But advisors are not raising their cash positions in response
EQUITIES MAR 25, 2026
Stagflation fears and volatility are up. But advisors are not raising their cash positions in response

Recent economic data has pointed to slower growth and higher prices ahead, and the Iran war has investors unnerved. The answer according to advisors, is not adding to cash

By Gregg Greenberg
Fidelity wants clarity from SEC on rules for broker-dealers and crypto assets
ALTERNATIVES MAR 24, 2026
Fidelity wants clarity from SEC on rules for broker-dealers and crypto assets

Alternative trading systems and crypto are of particular interest to Fidelity.

By Bruce Kelly
Takeover chatter swirls around Jefferies with Japan’s SMFG a rumored suitor
MUTUAL FUNDS MAR 24, 2026
Takeover chatter swirls around Jefferies with Japan’s SMFG a rumored suitor

Japan’s Sumitomo Mitsui Financial Group is reportedly exploring a potential purchase of the investment bank.

By James Rogers
Advisors debate whether economy will return to that '70s show
EQUITIES MAR 24, 2026
Advisors debate whether economy will return to that '70s show

An oil shock and inflationary pressures have some wealth managers comparing this period is reminiscent of the 1970s.

By Gregg Greenberg
Private infrastructure rebounds as investors pile into mega-funds, report reveals
ALTERNATIVES MAR 24, 2026
Private infrastructure rebounds as investors pile into mega-funds, report reveals

New study shows fundraising surge, $1.6T AUM and widening sector bets.

By Steve Randall
AI upends software secondaries as durability replaces growth in pricing risk
ALTERNATIVES MAR 24, 2026
AI upends software secondaries as durability replaces growth in pricing risk

HarbourVest managing director Scott Voss says investors must rethink valuation frameworks.

By Steve Randall
Blackstone’s giant BDC sees negative returns in February
ALTERNATIVES MAR 23, 2026
Blackstone’s giant BDC sees negative returns in February

Financial advisors’ sales of nontraded BDCs, which invest in private credit, have tanked in the past couple of months.

By Bruce Kelly
Crypto RIA Digital Ascension Group sees growing advisor demand: CEO
ALTERNATIVES MAR 23, 2026
Crypto RIA Digital Ascension Group sees growing advisor demand: CEO

“That’s a new business line for us,” says CEO Erin Friez.

By James Rogers
Iran conflict drags on but there are openings amid the market turmoil. This is what advisors need to know
EQUITIES MAR 23, 2026
Iran conflict drags on but there are openings amid the market turmoil. This is what advisors need to know

“Investors who are cash-heavy may consider being opportunistic,” says Clark Bellin, president and chief investment officer of Bellwether Wealth, in a statement.

By James Rogers
Mercer to boost private markets scale through AltamarCAM acquisition
ALTERNATIVES MAR 23, 2026
Mercer to boost private markets scale through AltamarCAM acquisition

Purchase of $22B alternatives specialist aims to meet rising global demand for private assets.

By Steve Randall
Trump’s Hormuz ultimatum jolts markets as oil shock fears ripple across global economy
EQUITIES MAR 22, 2026
Trump’s Hormuz ultimatum jolts markets as oil shock fears ripple across global economy

Energy supply risks mount and stocks retreat as US-Iran tensions threaten key shipping corridor.

By Steve Randall
Advisors have yet more market volatility to contend with as Russell 2000 enters correction territory
EQUITIES MAR 20, 2026
Advisors have yet more market volatility to contend with as Russell 2000 enters correction territory

The Russell 2000’s correction adds to the market volatility that advisors and their clients are dealing with.

By James Rogers