Latest updates for Heartland Advisors
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Recent items include:
- Heartland Value Plus Fund Q2 2026 Commentary
- Heartland Value Plus Fund Q2 2026 Portfolio Review
- Advisors Weigh What to Do About Private Credit Allocations
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Fresh articles and ideas
Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.
Advisors Weigh What to Do About Private Credit Allocations
Amid the wave of redemption requests hitting private credit interval funds and BDCs, some advisors are backing away while others see an opportunity.
John Hancock 2060 Lifetime Blend Portfolio Q1 2026 Commentary
Hall Financial Advisors: Best in Class
Accessible as they are approachable, Hall Financial Advisors guides clients through every stage of life.
Wisconsin asset manager enters Canadian ETF market with new US equity funds
US mid cap and large cap funds bring active management to TSX investors
Wellington to Buy Hartford Funds for $1.9B in Wealth Push
Wellington has traditionally served pension funds and endowments, but has recently focused on making its brand known among retail investors.
John Hancock 529 Enrollment-Based Portfolio Q1 2026 Commentary
Northern Multi-Manager High Yield Opportunity Fund Q1 2026 Commentary
Heartland to acquire Whole Earth Brands’ Americas business
Private Credit’s Big Arbitrage Trade Gains Backing From Advisors
As an avalanche of redemption requests from private credit funds stretches into another quarter, some advisors are urging their clients to make the move to discounted BDCs.
Advisors Adapt as the Private Markets Landscape Matures
Advisors are navigating private markets amid a dizzying number of funds, evolving tech stacks and new headwinds.
Brookfield: Advisors Have Shifted from Education to Implementation on Alts
According to a new global study of advisors commissioned by Brookfield, the industry is maturing on alternative investments usage.
Morningstar Wealth to increase access to private markets
Integrated Partners on Building a ‘Forever Company’
The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.
John Hancock Freedom 529 Equity Portfolio Q1 2026 Commentary
Zephyr's Adjusted for Risk: Why Beating the Market Is Hard and How Advisors Add Value
Cyber Hornet ETFs CEO Mike Willis, explains his shift from trying to beat the S&P 500 through active management to using it as a core holding complemented by a crypto “kicker”.
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