Investing

Displaying 17017 results
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs
EQUITIES MAY 12, 2026
Advisors can bask in the glow of ‘remarkable’ and ‘extraordinary’ corporate earnings: Goldman Sachs

“Our corporations are in a great position and that feeds the economy,” said Lindsay Rosner, head of multi-sector investing at Goldman Sachs.

By James Rogers
Is $100 billion the new normal for quarterly annuity sales?
RETIREMENT PLANNING MAY 12, 2026
Is $100 billion the new normal for quarterly annuity sales?

The latest preliminary data release from LIMRA show advisors leaning into RILAs, income annuities and protection strategies as clients put certainty over yield.

By Leo Almazora
The latest CPI data came in pretty hot. This is what it means for advisors
EQUITIES MAY 12, 2026
The latest CPI data came in pretty hot. This is what it means for advisors

CPI, an important measure for inflation, increased 3.8% over the last 12 months.

By James Rogers
What do rising home prices and stabilizing sales mean for your clients’ wealth plans?
ALTERNATIVES MAY 12, 2026
What do rising home prices and stabilizing sales mean for your clients’ wealth plans?

April sales edge higher while data points to broadening home-price momentum.

By Steve Randall
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors
EQUITIES MAY 11, 2026
Kevin Warsh is expected to be confirmed as Fed Chair this week. This is what it means for advisors

Former Fed Governor Kevin Warsh has been nominated by President Donald Trump to succeed Jerome Powell as Fed Chair.

By James Rogers
Cracks widen in private credit as Apollo weighs $3B fund sale
ALTERNATIVES MAY 11, 2026
Cracks widen in private credit as Apollo weighs $3B fund sale

Rising defaults, investor redemptions and AI-driven loan markdowns are straining business development companies across the industry.

By Leo Almazora
Franklin Templeton expands alts push with model portfolio launch on Corastone network
ALTERNATIVES MAY 11, 2026
Franklin Templeton expands alts push with model portfolio launch on Corastone network

The global asset manager and the self-styled private markets hyperscaler are making it easier for advisors to diversify portfolios at speed and at scale.

By Leo Almazora
Private markets face retail reset as firms push for greater transparency
ALTERNATIVES MAY 11, 2026
Private markets face retail reset as firms push for greater transparency

Apollo explores $3 billion fund sale, KKR shrugs off turmoil, and new data tools aim to reassure investors.

By Steve Randall
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan
EQUITIES MAY 11, 2026
Another week, another geopolitical tightrope as Trump rejects Iran’s reply to peace plan

Oil market along with inflation concerns remain escalated as tension remains.

By Steve Randall
AI M&A surges as software captures nearly three-quarters of North American deals
ALTERNATIVES MAY 11, 2026
AI M&A surges as software captures nearly three-quarters of North American deals

S&P Global report shows AI transactions hit record levels, with software dominating investor interest.

By Steve Randall
Morningstar, Perplexity, and Plaid are reshaping how advisors research investments
ALTERNATIVES MAY 08, 2026
Morningstar, Perplexity, and Plaid are reshaping how advisors research investments

New AI integrations, which also includes intelligence from Pitchbook, is pushing advisor-grade investment data directly into the tools financial professionals already use.

By Leo Almazora
VanEck launches 'WARP' space ETF to tap into exploration and satellite boom
ETFS MAY 08, 2026
VanEck launches 'WARP' space ETF to tap into exploration and satellite boom

“Space is becoming a distinct and investable theme,” said VanEck Product Manager Nick Frasse.

By James Rogers
Jobs data comes in strong, crushing estimates. This is what it means for advisors
EQUITIES MAY 08, 2026
Jobs data comes in strong, crushing estimates. This is what it means for advisors

“The economy is so much better than what the doom crew has been saying," said Chris Zaccarelli, chief investment officer for Northlight Asset Management.

By James Rogers
ProShares touts new ‘Aristocrats’ ETF targeting S&P 500 buyback kings
ETFS MAY 07, 2026
ProShares touts new ‘Aristocrats’ ETF targeting S&P 500 buyback kings

The ProShares S&P 500 Buyback Aristocrats ETF aims to ride corporate America’s share repurchase wave.

By James Rogers
ETFs win the wrapper war as advisors and RIAs pull away from mutual funds
ETFS MAY 07, 2026
ETFs win the wrapper war as advisors and RIAs pull away from mutual funds

Advisor ETF preference has climbed to 60% from 53% in 2022, while mutual fund selection has halved – and RIA portfolio data show the shift is only deepening.

By Leo Almazora
Gold’s bull cycle faces short-term oil shock risk, but there is good news says State Street’s Doshi
ALTERNATIVES MAY 07, 2026
Gold’s bull cycle faces short-term oil shock risk, but there is good news says State Street’s Doshi

The firm’s Head of Gold Commodities Fund Strategy talks to InvestmentNews.

By Steve Randall
Capital reform push could restore Wall Street’s edge in global markets
WIREHOUSES MAY 07, 2026
Capital reform push could restore Wall Street’s edge in global markets

Proposed reforms may boost US banks’ competitiveness while reshaping global capital markets.

By Steve Randall
The young generation of investors were kids during the 2008 financial crisis. And that’s shaping their risk appetite, says BNY
EQUITIES MAY 06, 2026
The young generation of investors were kids during the 2008 financial crisis. And that’s shaping their risk appetite, says BNY

From the great recession to the housing bubble, the events of the global financial crisis will live long in the memory for anyone who experienced them firsthand.

By James Rogers
Reckoning comes for private credit as SEC, global watchdogs sharpen their focus
ALTERNATIVES MAY 06, 2026
Reckoning comes for private credit as SEC, global watchdogs sharpen their focus

Regulators on both sides of the Atlantic are scrutinizing a nearly $2 trillion market that has thrived in the shadows – and the pressure is mounting.

By Leo Almazora
Active managers outperform SPIVA when methodology changes, says IAA-backed study
PRACTICE MANAGEMENT MAY 06, 2026
Active managers outperform SPIVA when methodology changes, says IAA-backed study

Research challenges long-held assumptions about active fund underperformance.

By Steve Randall