Stocks

• 000104 Nov 06, 2026 AI Capital Spending Faces a Slower Growth Test as Investors Reassess Risk AI infrastructure spending may keep rising, but slower growth, debt financing and uneven cash generation are sharpening questions about market concent...
• 000102 Nov 06, 2026 Retirement in a Downturn: Cash Buffers, Withdrawal Risk and the Case for Patience A downturn tests retirement plans through early losses and withdrawals. Cash reserves, flexible spending and realistic recovery timelines can help inv...
• 000111 Nov 06, 2026 BKFi Adds $225 Million in Assets With First Acquisition of Wealth With Options BKFi’s first acquisition adds two partners, $225 million in assets under management and a West Coast base as the firm plans further expansion.
• 000022 Nov 05, 2026 U.S. ETFs Draw $203.8 Billion in October as Bond Funds Set Monthly Record U.S. ETFs attracted $203.8 billion in October, led by record bond fund flows and a rebound in passive equities despite falling benchmarks.
• 000027 Nov 04, 2026 Arkadios Wealth Lawsuit Centers on Concentrated Stock Losses and Annuity Sale Clients allege Arkadios failed to act on a 52.79% stock concentration as their portfolio fell from about $16.62 million to $2.936 million.
• 000036 Nov 04, 2026 Institutional Returns Diverge as Q3 Bond Losses Weigh on Corporate Pension Plans Corporate plans fell 3.7% at the median in Q3 2026, while foundations and endowments gained 0.7%, reflecting sharply different portfolio mixes.
• 000042 Nov 03, 2026 ZoomInfo Funds Allege RPO Practices Masked Customer Risks as Executives Sold $1.2 Billion in Stock Three Harbor Capital funds allege ZoomInfo overstated subscription health as executives sold more than $1.2 billion in stock. The claims remain untest...
• 000047 Nov 03, 2026 October Market Rotation Puts Cash Flow and Stock Breadth in Focus Stocks stalled as valuations eased and more companies gained ground. Investors are weighing cash generation, AI spending and a stronger dollar.
• 000048 Nov 03, 2026 Binance Theft Puts Hidden Crypto Exposure in Advisor Portfolios Under Scrutiny The $6.36 billion Binance theft rattled crypto-linked stocks, exposing portfolio risks that can sit beyond direct digital-asset holdings.
• 000055 Nov 03, 2026 Apple’s Record Fiscal 2026 Exposes Slower Services Growth and Margin Pressure Apple posted $479 billion in fiscal 2026 revenue, but slower services growth, higher memory costs and cautious guidance complicate its stability story...
• 000056 Nov 02, 2026 AWP to Invest in $5 Billion Pallas Capital, Adding Five Equity Partners AWP’s Pallas deal adds five leaders as equity partners and brings growth capital and M&A support, with financial terms undisclosed.
• 000063 Nov 02, 2026 IPO Lockups Put Concentrated Shareholdings and Wealth Plans to the Test Staged IPO lockups can leave fortunes tied to one company. Advisors weigh diversification, taxes, liquidity needs and overlapping fund exposure.
• 000094 Oct 29, 2026 US Household Shares Reach Record 48.2% of Financial Assets as Ownership Remains Concentrated Shares reached 48.2% of US household financial assets in Q2 2026, while the richest 1% held 50.9% of shares and mutual funds.
• 000101 Oct 12, 2026 Five Mortgage Renewal Questions for Canadian Landlords Landlords renewing mortgages need to weigh cash flow, repair financing, sale plans, prepayment limits and lender switching costs.