Recent Posts
News•Mar 2, 2026
Fidelity: Position Portfolios for Resiliency to Navigate Volatility
Fidelity’s Q4 2025 portfolio review of 3,371 advisor‑constructed accounts shows a heavy tilt toward equities, with 72 % of assets in stocks and only 23 % in bonds. U.S. equities dominate the equity sleeve at 79 % and ETFs feature in 59 % of portfolios, accounting for roughly 54 % of total allocations. Active ETFs have surged to 37 % of portfolios, up from 13 % three years earlier. The firm warns that 2026 will reward disciplined, diversified construction rather than headline‑driven bets.
By WealthManagement.com – ETFs
News•Feb 26, 2026
Invesco Launches a CIT With Private Real Estate Exposure
Invesco has launched the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) that blends core‑plus private real estate managed by Invesco Real Estate with passive U.S. REIT holdings, offering daily liquidity for defined contribution (DC) plans. The...
By WealthManagement.com – ETFs
News•Feb 19, 2026
Morningstar: Active Funds Underperformed Passive Peers in 2025
Morningstar's 2025 Active/Passive Barometer shows only 38% of actively managed mutual funds and ETFs outperformed their asset‑weighted passive composites, a four‑point drop from 2024. Over a ten‑year horizon, just 21% of active funds beat passive peers, with bond and real‑estate...
By WealthManagement.com – ETFs
Deals•Feb 18, 2026
Vestwell Secures $385M Series E Funding, Valuation Hits $2B
Vestwell, a retirement platform, announced a $385 million Series E financing that lifts its valuation to $2 billion. The new capital will support product development and expansion of its market presence.
WealthManagement.com – ETFs
Deals•Feb 17, 2026
Edward Jones Completes Acquisition of Natixis IM's Overlay-Management Capabilities
Edward Jones announced the completion of its acquisition of Natixis IM's overlay-management capabilities, enabling the firm to manage overlay services for its U.S. UMA in-house. The move, alongside a new partnership with fixed-income platform Moment, expands Edward Jones' cash-flow optimization...
WealthManagement.com – ETFs
Deals•Feb 17, 2026
MAI Capital Management Acquires LOC Investment Advisors for $750M
MAI Capital Management announced the acquisition of LOC Investment Advisors, a West Virginia‑based fee‑only RIA with $759 million in assets, in a deal valued at $750 million. The purchase expands MAI’s footprint in West Virginia and Florida and marks its 20th acquisition...
WealthManagement.com – ETFs
Deals•Feb 12, 2026
Savvy Advisors Acquires Colorado Wealth Group, Adding $300M in AUM
Savvy Advisors, a New York‑based registered investment advisor, announced it has added Colorado Wealth Group, a Denver‑based firm with about $300 million in assets under management. The partnership lets Colorado Wealth Group retain ownership while leveraging Savvy’s infrastructure and AI‑enabled tools,...
WealthManagement.com – ETFs
Deals•Feb 11, 2026
Captrust Acquires Alpha Cubed Investments for $3.8B
Captrust announced the acquisition of Alpha Cubed Investments, a California-based investment firm, in a deal valued at $3.8 billion. The transaction, reported on February 11, 2026, expands Captrust's presence in the California market.
WealthManagement.com – ETFs
Deals•Feb 10, 2026
Kestra's Bluespring Acquires Massachusetts-Based RIA for $2.3B
Kestra's Bluespring, the wealth management platform, announced the acquisition of a Massachusetts-based registered investment advisor for $2.3 billion. The deal expands Bluespring's footprint in the U.S. wealth management market and is expected to close later this year.
WealthManagement.com – ETFs
Deals•Feb 10, 2026
Neuberger Berman to Acquire McKinsey's $26B In-House Investment Unit
Neuberger Berman announced it will acquire McKinsey's in-house investment unit, valued at $26 billion. The acquisition will bring the unit under Neuberger Berman's management, expanding its alternative investment capabilities. The deal was agreed on and is expected to close later this...
WealthManagement.com – ETFs