Direct Lending: A Durable Opportunity Amid Shifting Market Dynamics

Published on January 20, 2026

Private credit has transformed from a niche alternative to a cornerstone of institutional and individual portfolios.

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Advisors Starting Practices in Uncertain Times Have a Lot to Think About

January 20, 2026
For advisors breaking away to start their own practice, there’s no avoiding the risks that come with entrepreneurship — but in the current economic climate that includes high inflation, market volatility and heightened uncertainty — advisors need to be doubly prepared when going out on their own.

12 Investment Must Reads for This Week (Jan. 20, 2026)

January 20, 2026
Morningstar outlines the benefits of the total portfolio approach and how it can improve a traditional 60/40 portfolio. Emerging market ETFs performed well in 2025 and are poised for another strong year. These are among the investment must-reads we found this week for financial advisors.