Investing

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Blackstone taps retirement veteran to lead defined contribution group
ALTERNATIVES JUN 16, 2026
Blackstone taps retirement veteran to lead defined contribution group

The alternative investment industry is primed to expand into 401(k)s, a multi-trillion dollar market they have been shut out of.

By Bruce Kelly
Fidelity is boarding the ETF share class express
ETFS JUN 16, 2026
Fidelity is boarding the ETF share class express

Fidelity adds ETF share options to three existing mutual fund strategies, joining a fast-moving industry shift after SEC cleared the way.

By Leo Almazora
In alternatives, advisors shifting to private equity and venture cap: Morningstar
ALTERNATIVES JUN 16, 2026
In alternatives, advisors shifting to private equity and venture cap: Morningstar

Investors in the first quarter of the year pulled $1.8 billion from the 10 largest direct lending funds,

By Bruce Kelly
Kevin Warsh makes Fed meeting debut as chair. This is what advisors should expect from him
EQUITIES JUN 16, 2026
Kevin Warsh makes Fed meeting debut as chair. This is what advisors should expect from him

New Fed Chair Kevin Warsh has stepped into the central bank’s hotseat at a tricky time.

By James Rogers
SpaceX IPO leaves many retail investors wanting more, but which mega-rich investor has a $1B stake?
EQUITIES JUN 16, 2026
SpaceX IPO leaves many retail investors wanting more, but which mega-rich investor has a $1B stake?

Share price may overtake Amazon but oversubscribed share issue means many smaller investors got a far lower piece of Musk’s company than they had hoped.

By Steve Randall
How longevity is reshaping what wealthy clients want from real estate in 2026
ALTERNATIVES JUN 15, 2026
How longevity is reshaping what wealthy clients want from real estate in 2026

Wellness and aging-in-place drive luxury demand, while starter home crisis spreads across US cities.

By Steve Randall
After SpaceX, more mega-IPOs are on deck. This is what advisors should know
EQUITIES JUN 15, 2026
After SpaceX, more mega-IPOs are on deck. This is what advisors should know

The emergence of mega-IPOs is very much “uncharted territory” for markets, says Michael Landsberg of Landsberg Bennett Private Wealth Management.

By James Rogers
US foreclosure filings rise 14% annually despite monthly dip in May 2026
ALTERNATIVES JUN 15, 2026
US foreclosure filings rise 14% annually despite monthly dip in May 2026

Foreclosure starts climb 13% year over year as mortgage costs squeeze homeowners.

By Steve Randall
US and Iran reach peace deal, Trump orders end to blockade of Strait of Hormuz
EQUITIES JUN 14, 2026
US and Iran reach peace deal, Trump orders end to blockade of Strait of Hormuz

Markets set for relief as four-month conflict ends, but nuclear talks and sanctions still unresolved.

By Steve Randall
SpaceX blasts off with record $75B IPO. This is what advisors need to know
EQUITIES JUN 12, 2026
SpaceX blasts off with record $75B IPO. This is what advisors need to know

“SpaceX is the ultimate growth stock,” said John Belton, portfolio manager at Gabelli Funds.

By James Rogers
Leveraged ETFs look to ride SpaceX IPO wave
ETFS JUN 12, 2026
Leveraged ETFs look to ride SpaceX IPO wave

"This is the largest IPO in the history of the world," said Paul Marino, chief revenue officer at Themes ETFs.

By James Rogers
Capital Group files for new multi-asset ETFs, looks to meet investors’ desire for income
ETFS JUN 12, 2026
Capital Group files for new multi-asset ETFs, looks to meet investors’ desire for income

“Financial advisors have consistently told us they want actively managed ETFs to help meet their clients’ income needs,” said Scott Davis, head of ETFs at Capital Group.

By James Rogers
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street
EQUITIES JUN 12, 2026
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street

“We're definitely continuing to see interest in using sector products, sector ETFs,” said Matthew Bartolini, global head of research strategists at State Street Investment Management.

By James Rogers
Advisors offer their outlooks for gold as inflation rises and central banks buy
EQUITIES JUN 12, 2026
Advisors offer their outlooks for gold as inflation rises and central banks buy

Gold has not glittered this year despite higher inflation. Wealth managers weigh in on whether now is the right time to stock up on the yellow metal.

By Gregg Greenberg
Strait of Hormuz could be open within 30 days. But is a deal really imminent?
EQUITIES JUN 12, 2026
Strait of Hormuz could be open within 30 days. But is a deal really imminent?

US and Iran both suggest progress has been made, but that doesn’t mean agreement will be reached.

By Steve Randall
Investors pull back on alternatives as knowledge grows, survey finds
ALTERNATIVES JUN 12, 2026
Investors pull back on alternatives as knowledge grows, survey finds

More awareness of risk is translating into smaller intended allocations, with millennials leading the retreat.

By Steve Randall
Endowments and foundations turn to alternatives as confidence in return targets fades
ALTERNATIVES JUN 12, 2026
Endowments and foundations turn to alternatives as confidence in return targets fades

Liquidity risk overtakes access as the top concern for E&Fs as private markets dominate portfolios.

By Steve Randall
Janus Henderson taps Anthropic for all-in bet on AI
MUTUAL FUNDS JUN 11, 2026
Janus Henderson taps Anthropic for all-in bet on AI

Along with General Catalyst's Percepta, the $480 billion asset manager is deploying Claude across purpose-built platforms for investment research and client engagement.

By Leo Almazora
The World Cup is kicking off. Advisors should keep an eye on these stocks
EQUITIES JUN 11, 2026
The World Cup is kicking off. Advisors should keep an eye on these stocks

The 2026 World Cup features plenty of milestones and could boost gambling-related equities.

By James Rogers
Trump says Canada has nothing US needs as USMCA deadline edges closer
EQUITIES JUN 11, 2026
Trump says Canada has nothing US needs as USMCA deadline edges closer

Structural forces make US dependency almost impossible to escape, whatever governments decide.

By Steve Randall