Social Media Ideas for Weitz Investment Management

Weitz Multi Cap Equity Fund Q2 2026 Commentary

Weitz Multi Cap Equity Fund Q2 2026 Commentary

Weitz Conservative Allocation Fund Q2 2026 Commentary

Wasatch Global Value Fund Q2 2026 Commentary

$11B F.L.Putnam Lands Minority Investment from Bixby Wealth

F.L.Putnam’s leadership team will remain in place, though 2022 minority investor Emigrant Partners will exit its position with the deal.

Allspring Intermediate Tax/AMT-Free Fund Q2 2026 Commentary

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

Invesco's Karl Desmond breaks down how advisors work with both pre-built and custom model portfolios.

15 Investment Must Reads for This Week (July 28, 2026)

ETF managers are racing to position themselves for the Anthropic IPO. Ares Management is in talks to buy Leonard Green & Partners to bolster its private equity platform. These...

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

Adjusted for Risk: Harnessing Market Volatility

Ben Fulton, CEO of WEBs Investments, discusses how investors can mitigate portfolio risk without giving up upside after a strong multi-year equity run.

Deals & Moves: Wealth Enhancement Lands Investment, Wealth Teams Overseeing $993M

In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

Private Markets Roundup: CAIS, Allocate, Arch, Kelly Park Make Moves

VanEck has partnered with Allocate to offer private markets access, while CAIS and Arch both announced funding news.

Zephyr's Adjusted for Risk: How to Identify Winning Opportunities in a Bond Picker's Market

Jim Jessup of Virtus ETF Solutions on navigating active fixed income, arguing product development should focus on manager strengths and durable allocator “levers.”

WTW, SEI partner on private market offerings

WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.

How CG Wealth Management's new CIO sees income fitting in client portfolios

Ben Fawcett outlines his approach to a perennial focus for asset managers as it evolves

Wasatch Small Cap Growth Fund Q2 2026 Commentary

10 Investment Must Reads for This Week (Sept. 8, 2026)

Some investors are letting AI agents do their investing, but skeptics worry about the risks. State Street and UC Investments have launched an “endowment inspired” ETF. These are am...

13 Investment Must Reads for This Week (July 21, 2026)

Jan van Eck sounds off on the state of markets for the rest of the year and beyond. Morningstar explains why only one of the recent semiliquid funds it rated earned a bronze medali...

Advisors Leverage Multiple Tools to Diversify Single-Stock Portfolios

From exchange funds to tax-aware long/short strategies, wealth managers are combining solutions to help clients diversify concentrated single-stock positions without triggering hug...

Investment Management Client Alert July 2026

Allspring Core Plus Bond Fund Q2 2026 Commentary

Adjusted for Risk: The Right Way to Use ETFs for Success

VistaShares' Adam Patti discusses how ETF innovation is bringing institutional-style strategies to retail investors, emphasizing “look under the hood” due diligence.