15 Investment Must Reads for This Week (Sept. 29, 2026)
Investment news for financial advisors on the AI boom, executive shuffles at top asset managers, active ETFs, NAV lending, BDC redemptions and more.
Investment news for financial advisors on the AI boom, executive shuffles at top asset managers, active ETFs, NAV lending, BDC redemptions and more.
U.S. job creation over the 12 months ending in March was somewhat weaker than previously reported, according to preliminary annual revisions published Friday by the Bureau of Labor Statistics. Approximately 79,000 fewer jobs were added from the second quarter of last year through the first quarter of 2026, the BLS reported, reflecting about 178,000 fewer…
In This Article In the heady days following the 2008 real estate collapse, entire seminars were devoted to short sales. Investors walked out with binders filled with scripts on how to talk to a bank’s loss mitigation department and what to photograph to convince them that their property was a financial money pit, increasing the…
If you haven’t booked your holiday flights yet, you may want to brace your wallet: Airlines are cutting options and potentially raising fares as oil prices reach new highs. After surging in the spring following the start of the war in Iran, oil prices surged yet again this summer and surpassed $100 a barrel this…
OneDigital, an Atlanta-based insurance, talent and financial advisory firm with more than $155 billion in client assets, has acquired Rosenthal Wealth Management Group, a $1.8 billion registered investment advisor based in Manassas, Va., with additional offices in Maryland and Western Pennsylvania. The eight-advisor team is leaving independent broker/dealer Cetera to make the move to OneDigital…
When most people are wrapping their workdays and commuting home, Dr. Ronald Primas is often on his way to meet with patients. Primas’ in-office work hours usually end by 6 p.m., but as a New York City-based concierge doctor who makes house calls and has patients whose “work, travel, or medical situation makes a conventional…
Investors are looking to balance concentration risk and returns amid brewing anxiety about U.S. stocks. While the push and pull of Middle East diplomacy continues, A.I. concerns remain as many investors are heavily invested in just a few AI hyperscalers. International equities offer diversification and performance in funds like the Franklin International Dividend Booster Index…