Insights & News

Access key insights from our experts as well as our latest news.

Pat Donlon and Sid Queler Pat Donlon and Sid Queler
Investments – Markets

A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets

Volatility has returned to markets as investors weigh geopolitical risk, rapid advances in artificial intelligence, and growing questions around private credit. In our second quarter Market Outlook, we share Fiduciary's perspective on what has driven recent market moves and how we are thinking about risk, opportunity, and long‑term positioning.
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Adults in College

Paying for College

Proactive planning can help reduce the financial burden of funding college expenses.
Scott Sumner

Why Choosing the Right Custodian Is Key

In a recent Wealth Advisor interview, Fiduciary's Head of Custody Scott Sumner, discusses the importance of custody - especially for advisors serving complex clients.
Pat Donlon and Sid Queler

A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets

Volatility has returned to markets as investors weigh geopolitical risk, rapid advances in artificial intelligence, and growing questions around private credit. In our second quarter Market Outlook, we share Fiduciary's perspective on what has driven recent market moves and how we are thinking about risk, opportunity, and long‑term positioning.
Fiduciary Perspective

2026 Q2 Fiduciary Perspective

Our Q2 Fiduciary Perspective includes our 2026 Q2 Market Outlook - A Market in Transition: Q2 Outlook on Geopolitics, AI, and Credit Markets, Is a Rollover to an IRA Right for You?, and a recap of our News & Notes. 
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Estate Planning Guides

Download two complimentary guides designed to help you understand the essentials of estate planning and the advanced strategies often used by high-net-worth families as complexity grows.
Mike Costa

How Advisors Can Work with Trust Companies to Benefit Their Clients

In an interview with The Wealth Advisor, President & CEO of FTNE Mike Costa, explains how trust capabilities and the right partner can strengthen advisor relationships.