VettaFi sat down with Innovator ETFs CIO Graham Day to discuss the move as well as the future of those defined outcome ETFs. Day, who joined the firm in 2017, has been part of many of the shop’s launches in the defined outcome space, one of the more popular options ETF segments.
While every market downturn is unique, history offers a crucial lens for understanding recovery. This chart series provides a comprehensive overlay of the Four Bad Bears in U.S. history since the 1929 peak, comparing their recovery paths through the S&P 500's close on March 31, 2026.
Learn how advisors can optimize late-start 529 plans using superfunding, SECURE 2.0 Roth rollovers, and multi-scenario modeling.
Join live, bring your questions, and leave with insights you can use immediately.
Discover how abrdn’s K-1 free ETF outpaced gold and the S&P 500 in March 2026 by providing broad, tax-efficient commodities exposure.
Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and fueled inflation fears that destabilized the economic growth outlook. Mounting geopolitical hazards add to existing worries around concentrated equity markets and the potential for AI to disrupt businesses.
After months of sluggish returns, Nvidia Corp.’s stock is rallying again and close to breaking out of its narrow trading range, which market technicians see as a bullish signal.
Ship traffic through the Strait of Hormuz remained blocked Thursday, even as a handful of Chinese vessels lined up to escape, with a very fragile ceasefire between the US and Iran yet to improve traffic flows in the region.
Every twist in the Iran conflict — every ceasefire bet, every missile strike, every shift in tanker traffic — shows up almost instantly in a $65 million exchange-traded fund that most investors have never heard of.
The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue.
As AI continues to reduce software development costs, investors need to reconsider what makes a competitive moat durable, particularly for technology companies.
Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.
In essence, the IPO is an acknowledgement that the ChatGPT-maker, which just raised $122 billion from investors at a valuation of $852 billion, needs what seems to be an endless amount of money to fund its race for artificial general intelligence.
Given the combined weight of these markets within EM portfolios, Templeton Global Investments believe incremental improvements in capital discipline could have a meaningful impact on aggregate index-level earnings quality.
Geopolitical conflict involving Iran disrupted energy markets, driving oil and the dollar higher while stocks, bonds, and gold fell. Despite volatility, economic signals are mixed but stabilizing, especially in manufacturing. Muhlenkamp outperformed markets, increased cash and international exposure, while remaining cautious amid inflation, policy uncertainty, and ongoing war risks.
Geopolitical tensions and disruptions to global energy supply often lead to higher gas prices at the pump. Amid the current conflict in Iran, oil prices have surged to above $100 per barrel for the first time since 2022.
The greatest risks in markets are often the ones that don’t look like risks at all. Passive investing – now controlling well over 50% of US equity fund assets and more than $20 trillion globally, up nearly 20x since 2000 – has fundamentally altered how investors define risk. What used to mean the potential loss of capital has quietly been replaced by something far more benign: tracking error.
A geopolitical shock in the Middle East sent oil prices surging more than +70% in Q1, erasing all expected Fed rate cuts and testing how well-diversified portfolios actually were. For many investors, the answer was: considerably better than the S&P 500’s -4.3% return suggests.
On Wednesday, April 8, 2026, Morgan Stanley announced the launch of the Morgan Stanley Bitcoin Trust ETP (MSBT). As Morgan Stanley notes, the launch of MSBT marks the first time a U.S. bank-affiliated asset manager is offering a crypto ETP.
Tesla Inc. and its Chief Executive Officer Elon Musk are a font of big numbers, real or imagined: A million robotaxis deployed, 20 million electric vehicles sold per year, “tens of billions” of Optimus robots stalking the Earth.
While families have limited control over rising tuition, certain college tuition tax deductions may help ease the overall cost of higher education.
Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector. Not a theme. The foundational technology stack that every other industry increasingly depends on. In Q1, the market decided to stress-test that thesis, and the results tell a more nuanced story than the headline numbers suggest.
Writing a book can bolster your credibility as a financial advisor, but it does something else that’s equally as valuable: It tells people who you are before you ever meet them.
Whatever you end up doing, make sure you are authentic and honest in your approach. Clients see right through a request or ask that you are uncomfortable making. You have to know what you want, find words that are right for you, and proceed accordingly.
For centuries the so-called cannon shot rule determined who controlled the seas. The legal concept, codified by Dutch jurist Cornelius van Bynkershoek in 1702, was simple: The distance a cannonball reached from shore set the maritime boundary of a coastal state.
Many advisors assume they have a referral problem. They look at their growth, consider how infrequently new clients arrive through introductions, and conclude that clients simply are not inclined to refer as often as they might.
Global bonds surged Wednesday on news that the US and Iran had agreed to a ceasefire, pausing a war that roiled markets for weeks by delivering the worst oil shock in years.
Equity markets staged a meaningful recovery last week, driven by optimism of a ceasefire in Iran. The S&P 500 returned 3.4 percent, the NASDAQ gained 4.5 percent, and the Dow Jones Industrial Average added three percent – the best weekly performance in recent memory.
US stocks rallied after President Donald Trump’s announcement of a two-week ceasefire in the Iran war spurred relief across markets.
European stocks soared the most in a year as investors rushed to buy stocks in the wake of the US and Iran agreeing to a two-week ceasefire in exchange for Tehran reopening the Strait of Hormuz.
Last month at the Exchange conference in Las Vegas, Anna Paglia, State Street Investment Management’s chief business officer, discussed how the firm’s private credit lineup came to be and how the firm sets about developing some of its products.
If the economic life of AI hardware is shorter than its accounting life, reinvestment needs are higher than reported depreciation suggests. What appears to be capital deepening by hyperscalers is largely capital churn.
At Exchange 2026, key thought leaders from firms across the country gathered in Las Vegas to share their ideas for navigating today’s macroeconomic uncertainty and the future of ETFs.
There is no government report more meaningless and yet more relied upon by policymakers than the monthly non-farm payroll report released every month by the Bureau of Labor Statistics.
In this video, Chuck Carnevale (“Mr. Valuation”), co-founder of FAST Graphs, explains a simple and effective way to find high-quality stocks, even in an overvalued bull market.
Despite West Texas Intermediate crude climbing to $111.54, U.S. stocks ended last week higher for the first time since February 20.
Fixed income markets have faced a challenging stretch following the escalation of conflict in the Middle East. Sharply rising oil prices and renewed inflation concerns have pushed US Treasury yields higher, and municipal bonds have moved in tandem.
Across corporate lending markets, some investments are easier to trade and exit than others – differences that deserve particular attention today.
As strikes on Iran continue and the Strait of Hormuz remains effectively closed, it’s clearly too early for market watchers to stop thinking about geopolitical risk.
Fresh data on the US labor market and new research from the Federal Reserve suggest that the conventional wisdom around employment growth being sluggish is wrong.
529 Plans are a huge part of many families' investing lives, but up until recently rarely involved advisors. Could that change?
Developments in the Middle East continue to be, without a doubt, taking center stage for the financial markets. However, it’s important to keep tabs on the U.S. macro-outlook, especially the labor market and inflation aspects.
Join the experts at SS&C ALPS Advisors and MarketGrader Capital to learn how an equal-weighted approach can help address concentration risk without stepping away from U.S. equities.
At this point, we think the odds are very high that the Democrats win back the House in the mid-term election in November. Compared to how they did in 2024, the Democrats only have to gain three seats to take back the House.
Financial therapy can help men explore their internal parts to learn to recognize and begin to heal the emotional beliefs driving their economic behavior. The point of financial therapy is not to dampen ambition, but to heal beliefs that may be souring it.
In the competitive and client-centric world of wealth management advisory services, a strong business development strategy is more than a growth tool; it’s a necessity. While digital marketing, webinars and in-house events have their place, two of the most effective and scalable channels for high-quality lead generation remain referrals and centers of influence (COIs).
Cybersecurity stocks have sold off this year alongside the rest of the software sector, but with artificial intelligence increasing the potential threats from bad actors, investors risk missing out on the burgeoning demand for their services.
Finance has been moving fast. From crypto to prediction betting to exchange-traded funds to private credit, new markets—and risks—are proliferating.
Wall Street’s biggest ETF issuers are circling Invesco Ltd.’s Nasdaq 100 franchise, threatening to end its near-exclusive hold on the index.
The defining statistic of the so-called K-shaped economy is a little hard to define.
