In a move that signals a relentless continuation of the wealth management industry’s consolidation trend, EP Wealth Advisors ("EP Wealth") has officially announced its acquisition of Capital Insight Partners (CIP), a Scottsdale, Arizona-based firm managing approximately $730 million in assets. This deal, finalized on January 6, 2026, marks the
The Securities and Exchange Commission (SEC) has officially entered a new and potentially volatile chapter in its 92-year history. As of January 6, 2026, the agency is operating with a 3-0 Republican majority following the departure of Commissioner Caroline Crenshaw, whose holdover term expired on January 2. This shift leaves
Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. Still, investors are uneasy as companies face challenges from an unpredictable interest rate and inflation environment.
These doubts have certainly contributed to the indutry's recent underperformance - over the past six months, its 2.2% gain has fallen behind the S&P 500's 9.9% rise.
As the clock struck midnight to usher in 2026, investors were left reflecting on a final week of 2025 that was anything but festive. While the broader year was a triumph for equity markets—with the S&P 500 (NYSE:SPY) finishing up more than 16%—the final sessions were
As the calendar turns to the final day of 2025, the "golden era" of Business Development Companies (BDCs) is entering a complex new chapter. For investors in Ares Capital (NASDAQ: ARCC), the largest and most influential player in the sector, the focus has shifted from the windfall profits of high
Let's take a look at the S&P500 stocks that are experiencing notable price gaps in today's session on Tuesday. Discover the gap up and gap down stocks in the S&P500 index.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the asset management industry, including Blackstone (NYSE:BX) and its peers.
Ares Management (NYSE: ARES) projects the private credit market may be poised for even greater gains heading into 2026, thanks to diversified deal activity, expanded investor participation, and a broader role in corporate finance, according to its latest Private Credit Outlook 2026 report.
As the curtains close on 2025, Ares Management Corp. (NYSE: ARES) has signaled that its appetite for expansion is far from satisfied. In a series of strategic comments that have sent ripples through the financial sector, CEO Michael Arougheti recently confirmed that the firm is actively exploring the acquisition of
Even if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Since June 2025, Ares has been in a holding pattern, posting a small return of 1.7% while floating around $170.19. The stock also fell short of the S&P 500’s 13.6% gain during that period.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at asset management stocks, starting with Ares (NYSE:ARES).
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold.
Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
Shares of alternative asset manager Ares Management (NYSE:ARES) jumped 8.5% in the afternoon session after reports revealed the company was set to be included in the S&P 500 index. S&P Dow Jones Indices announced that Ares Management would replace Kellanova in the benchmark index before the market opened on December 11. Kellanova's removal from the index followed its planned acquisition by the privately held company Mars Inc. A stock's inclusion in a major index like the S&P 500 is often seen as a positive development. This is because investment funds that track the index are then required to buy shares of the newly added company to ensure their portfolios mirror the index's composition. This anticipated buying from large institutional investors created strong demand for the stock.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Large-cap stocks usually command their industries because they have the scale to drive market trends.
The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
The financial services sector, as of late November 2025, finds itself at a pivotal juncture, characterized by a complex interplay of rapid technological advancement, stringent regulatory evolution, nuanced monetary policy adjustments, and strategic corporate maneuvers. This dynamic environment is not merely shaping the present but is fundamentally redefining the future
