Banking Predictions For 2026: 5 Ways The Industry Will Evolve Next Year
From heavier reliance on AI to the phase-out of cash and physical branches — here are the trends experts say we can expect to see more of in 2026.
How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask
Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation. And yet, despite all the momentum, adoption remains low.
The issue isn’t the strategy of direct indexing itself, it’s how it’s delivered.
Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies
Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.
Most US Adults Aren't Making Year-End Charitable Contributions, New AP-NORC Poll Finds
Most Americans aren't making end-of-year charitable giving plans, according to the results of a new AP-NORC poll.
Bullish Equity Analyst Consensus Is A Worry For Some Investors
Wall Street equity forecasters are famously bullish, but their current level of optimism for 2026 is cause for worry among some market watchers.