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Capital Group, KKR eye first public-private equity fund in SEC filing
ALTERNATIVES JUL 30, 2025
Capital Group, KKR eye first public-private equity fund in SEC filing

The $3 trillion investment manager is projecting an early 2026 launch for its blended strategy, which would put up to 40% of assets in PE investments or funds offered by KKR.

By Leo Almazora
Will solar stocks shine in the wake of Trump's One Big Beautiful Act?
EQUITIES JUL 30, 2025
Will solar stocks shine in the wake of Trump's One Big Beautiful Act?

Wealth managers shed some light on the future of solar stocks now that the OBBA has been enacted.

By Gregg Greenberg
Divided Fed maintains interest rate hold for July as criticisms build
EQUITIES JUL 30, 2025
Divided Fed maintains interest rate hold for July as criticisms build

President Donald Trump, Treasury Secretary Scott Bessent, and two Federal Reserve governors have all raised concerns questioning the central bank's leadership.

By Leo Almazora
US economy rebounds with 3% GDP growth after trade reversal
EQUITIES JUL 30, 2025
US economy rebounds with 3% GDP growth after trade reversal

President Donald Trump hails "way better than expected" economic growth, though underlying signals point to softening demand.

By Bloomberg
GDP rises 3.0% in the second quarter, surpassing forecasts
EQUITIES JUL 30, 2025
GDP rises 3.0% in the second quarter, surpassing forecasts

"This report is unlikely to shift the Federal Reserve's stance ... For investors, this reinforces the importance of managing risk and focusing on fundamentals, rather than reacting to headline numbers," said Gina Bolvin, president of Bolvin Wealth Management Group.

By Andy Burt
Stocks struggle before Fed amid deluge of earnings: Markets Wrap
EQUITIES JUL 30, 2025
Stocks struggle before Fed amid deluge of earnings: Markets Wrap

Major earnings, interest rates in focus for investors.

By Bloomberg
Terror at Blackstone: The harrowing hours at 345 Park Avenue
ALTERNATIVES JUL 30, 2025
Terror at Blackstone: The harrowing hours at 345 Park Avenue

Asset manager’s president Jon Gray recalls how Monday’s tragedy unfolded.

By Bloomberg
EToro to tokenize US stocks on Ethereum network for 24/7 trading
ALTERNATIVES JUL 29, 2025
EToro to tokenize US stocks on Ethereum network for 24/7 trading

Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.

By Bloomberg
Bluerock interval fund could trade at 'substantial discount' after it lists, company says
EQUITIES JUL 29, 2025
Bluerock interval fund could trade at 'substantial discount' after it lists, company says

At the end of May, the Bluerock Total Income + Real Estate Fund said the net asset value, or NAV, of its Class A and Class C shares, respectively, was $25.74 and $23.71.

By Bruce Kelly
Annuities hit new $223B high in H1 2025, LIMRA says
RETIREMENT PLANNING JUL 29, 2025
Annuities hit new $223B high in H1 2025, LIMRA says

The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.

By Leo Almazora
Even top earners are falling behind on credit card and car payments
FIXED INCOME JUL 29, 2025
Even top earners are falling behind on credit card and car payments

Surging delinquencies on such consumer debt, as well as problems in the housing market, raise the stakes for the Fed's next move on interest rates.

By Bloomberg
Trade deal rallies are fading for stocks as fatigue sets in
EQUITIES JUL 29, 2025
Trade deal rallies are fading for stocks as fatigue sets in

Markets appear to be focusing more on data, less on trade possibilities.

By Bloomberg
Goldman strategist's 2024 call to look beyond US stocks is still paying off
EQUITIES JUL 29, 2025
Goldman strategist's 2024 call to look beyond US stocks is still paying off

Firm’s chief global equity strategist shares insights into state of the market.

By Bloomberg
Private market optimism grows amid public market caution, says Wells Fargo
ALTERNATIVES JUL 29, 2025
Private market optimism grows amid public market caution, says Wells Fargo

Institutional investors are pivoting portfolios to reflect complex macroeconomics.

By Steve Randall
Harrison Street launches private wealth division to offers alts strategies to advisors, HNWIs
ALTERNATIVES JUL 29, 2025
Harrison Street launches private wealth division to offers alts strategies to advisors, HNWIs

Asset management firm expands and rebrands subsidiary for institutional-quality offering.

By Steve Randall
Manhattan lone shooter kills 4, including police officer, Blackstone executive
ALTERNATIVES JUL 29, 2025
Manhattan lone shooter kills 4, including police officer, Blackstone executive

The victims at 345 Park Ave, home to the PE firm as well as KPMG and the National Football League, included the CEO of the Blackstone Real Estate Income Trust.

By Andy Burt
Private equity in 401(k)s is 'inevitable,' says Meketa Capital CEO
RETIREMENT PLANNING JUL 28, 2025
Private equity in 401(k)s is 'inevitable,' says Meketa Capital CEO

Michael Bell explains how the PE push in retirement plans may benefit investors, why warnings around risks may be overplayed, and what it will take to get plan fiduciaries comfortable with private investments.

By Leo Almazora
IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says
RETIREMENT PLANNING JUL 28, 2025
IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says

Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA rollover decisions.

By Leo Almazora
S&P 500 rises with EU deal sealed ahead of data, earnings frenzy
EQUITIES JUL 28, 2025
S&P 500 rises with EU deal sealed ahead of data, earnings frenzy

Investors await quarterly results from tech giants Microsoft, Meta, Apple, and Amazon, as well as the Federal Reserve's key July rate decision.

By Bloomberg
Fed Week Preview: Advisors prepare for higher for longer rate environment
FIXED INCOME JUL 28, 2025
Fed Week Preview: Advisors prepare for higher for longer rate environment

Wealth managers weigh in on their fixed income positioning ahead of this week's FOMC meeting.

By Gregg Greenberg