Thematic ETFs & Active Fixed Income Gain Momentum in 2026

Published on January 26, 2026

According to Baiocchi, advisors are reevaluating portfolios and recognizing gaps in exposure to companies driving major market themes.

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Wall Street Pushes Solo 401(k)s as More Americans Work for Themselves

January 26, 2026
The likes of JPMorgan and Betterment are racing to offer solo 401(k)s to a new cohort: Post-pandemic contractors and self-employed DIY savers looking to shelter more income, grow assets tax-deferred or tax-free, all with the click of a button.

Zocks Raises $45M Series B to Expand AI Capabilities for Financial Advisors

January 26, 2026
The funding round was co-led by Lightspeed Venture Partners and QED Investors, bringing the company's total capital raised to $65 million since inception.