11 Investment Must Reads for This Week (Oct. 28, 2025)

Published on October 28, 2025

Alternative investment fundraising for retail alternatives has reached $150 billion to date in 2024, according to data from Robert A. Stanger & Co. MarketWatch examined the potential wealth destruction of a “lost decade” on 60/40 portfolios. These are among the investment must-reads we found this week for financial advisors.

Continue reading on website
Other news

UBS Seeks Broader U.S. Banking License to Boost Wealth Business

October 28, 2025
The firm aims to give wealth clients payment, checking and savings account services, according to a memo.       Related StoriesGenerational Divide Is Reshaping Advice Delivery: StudySuit Accuses First Trust of Aiding $89M Fraud Targeting RetireesBerkshire Gets Rare Sell Rating on Risks in Earnings, Succession

FIDx Prepares to Add Income Annuities

October 28, 2025
The move could give economists' favorite annuities help with winning over retirement savers.      Related StoriesUBS Seeks Broader U.S. Banking License to Boost Wealth BusinessGenerational Divide Is Reshaping Advice Delivery: StudySuit Accuses First Trust of Aiding $89M Fraud Targeting Retirees