BlackRock, Partners Group Debut Private-Asset Accounts for Wealthy Investors
By Silla Brush and Allison McNeelyThe asset managers have begun selling a new separately managed account through Morgan Stanley's wealth platform.
January 28, 2026
Raymond James Launches AI Operations AgentDubbed Rai, the tech uses natural language processing and generative AI to support advisors' daily work.
January 28, 2026
Active ETFs Saw Record Launches and Closures in 2025Niche strategies led the roughly 40% increase in the introduction of such funds, Morningstar reports.
January 28, 2026
Northern Trust Hit With $35M Elder Fraud LawsuitThe lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.
January 28, 2026
Fed Holds Rates Steady, Notes 'Stabilization' in Jobless RateThe FOMC voted 10-2 Wednesday to hold the benchmark rate in a range of 3.5% - 3.75%.
January 28, 2026
CFP Board to Increase CE Requirements in 2027The board is also clarifying that competency to practice independently is not measured by the CFP exam alone.
January 28, 2026
Fidelity Investments to Launch Stablecoin in Coming WeeksThe digital assets have grown in popularity since July's passage of the first federal regulatory framework for stablecoin issuers.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.