Displaying 3709 results
Will REITs continue to roil investors in 2024?
It used to be elevators were the only things that rose and fell so regularly when it came to buildings. Now it’s the shares of the companies that own them
Advisors not done with alternatives despite bull run
The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that once provided them safe harbor.
Citi launches $2B private lending solution with LuminArx Capital
The two firms' capabilities aim to provide a differentiated offering.
Wells Fargo Advisors to sell new bitcoin ETFs
'We’ve made significant investments the last few years across our franchise to better serve our customers, and help drive growth,' says Wells CFO Mike Santomassimo.
With the bitcoin ETF out of the bag, advisors weigh in
Advisors offer their opinions on investing in crypto now that the long-awaited bitcoin ETFs have started trading.
JPMorgan anticipates $30B of private credit will change hands this year
Nascent secondary market is expected to see record pace of activity as investors seek liquidity.
Broker-dealers and bitcoin ETFs: To sell or not to sell?
'Financial advisors don’t understand bitcoin,' one senior executive notes. 'It's a disaster waiting to happen.'
Bitcoin ETF trades top $3B in ‘ground-breaking’ first day
Demand soars but gauging the level of interest from advisors likely to come later as more broker-dealers list the funds.
SEC denies bitcoin ETF approval after X account compromised
Chair Gary Gensler denounces unauthorized social media post.
What’s driving increasing risk appetite among alt fund managers?
Most fund executives say risk appetite will be higher in the next 12 months.
North America leads hedge funds confidence despite quarterly decrease
Index reveals confidence drop was led by hedged equity and global macro managers.
Where have all the hedge funds gone? Advisors weigh in
Not too long ago financial advisors would bend over backwards to get their high-net-worth clients into exclusive hedge funds.
‘This LPL case is a grab bag,’ says industry attorney
Finra hits LPL, Interactive Brokers with fines as 2023 closes.
Financial advisors want asset managers to provide more education on alternatives
Research reveals the types of educational material most wanted.
Finra bars ex-Wells Fargo broker previously charged with fraud
Louis Goff and others had been charged with raising $2.1 million from investors in a fraud from 2019 and 2020.
US pension plans pour billions into private credit
Calpers among plans with around $100B invested in the growing sector.
Finra smacks Philly broker with Wells notice
"It's not a good day for Austin Dutton," says one attorney.
Private securities investor threshold needs a rethink, warns advisor
Inflation, retirement savings growth expand pool of sophisticated investors, according to SEC Report.
‘Ponzi-like’ private placement mess GPB slides into receivership
GPB's founder was an accountant who couldn't do the firm's accounting.
Wells Fargo Advisors highlights bump in compensation for $1M producers
The wirehouse is emphasizing better pay for advisors who sell alternative investments and offer loans to clients.
