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RILAs gain ground amid volatility
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
RILAs gain ground amid volatility

Tariff-driven economic turbulence and stock market volatility could fuel further demand for annuities as a product for investors near retirement age to limit their downside exposure.

By Andrew Cohen
Is the SEC's private fund exemption rule about to change?
ALTERNATIVES JUN 12, 2025
Is the SEC's private fund exemption rule about to change?

House bill seeks inflation-based adjustment to private fund advisor exemption.

BlackRock eyes $400B haul from private markets by 2030
ALTERNATIVES JUN 12, 2025
BlackRock eyes $400B haul from private markets by 2030

The Larry Fink-led asset manager's revenue "aspiration" comes as it aims to secure a top-five spot in the infrastructure and private credit space, according to its CFO.

By Bloomberg
Seeking certainty in an uncertain world
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
Seeking certainty in an uncertain world

Advisors discuss how market volatility is creating demand for the guaranteed income streams provided by annuities.

By Gregg Greenberg
Stocks, dollar fall amid trade tension fears
EQUITIES JUN 12, 2025
Stocks, dollar fall amid trade tension fears

First back-to-back loss for S&P 500 closes in.

By Bloomberg
More volatility ahead amid trade tensions, says Pacific Investment
EQUITIES JUN 12, 2025
More volatility ahead amid trade tensions, says Pacific Investment

Gene Sperling says US-China deal is not likely to be quick.

By Bloomberg
Oaktree's Marks warns of 'lofty' valuations under Trump
EQUITIES JUN 12, 2025
Oaktree's Marks warns of 'lofty' valuations under Trump

But does he see a bubble in asset prices?

By Bloomberg
Family offices are reshaping portfolios amid shifting UHNW priorities
EQUITIES JUN 11, 2025
Family offices are reshaping portfolios amid shifting UHNW priorities

Private capital, crypto and collectibles dominate SFO outlook.

By Steve Randall
New wave of crypto ETFs edge closer to launch after SEC scrutiny
ALTERNATIVES JUN 11, 2025
New wave of crypto ETFs edge closer to launch after SEC scrutiny

Asset managers looking to debut Solana-focused funds could get the green light soon as the regulator asks for key amendments.

By Bloomberg
Core inflation lags forecasts for fourth straight month
EQUITIES JUN 11, 2025
Core inflation lags forecasts for fourth straight month

May data suggest consumers have yet to feel the pinch from President Donald Trump's tariffs, raising the odds of a Federal Reserve rate cut.

By Bloomberg
Futures dip as US-China trade talks fall short
EQUITIES JUN 11, 2025
Futures dip as US-China trade talks fall short

No firm agreements have been reached in talks this week.

By Bloomberg
Trump tariffs get green light from court, for now
EQUITIES JUN 11, 2025
Trump tariffs get green light from court, for now

Appeals court allows enforcement of levies in the short term.

By Bloomberg
RIAs shifted behavior with ETFs in the first quarter, report reveals
ETFS JUN 11, 2025
RIAs shifted behavior with ETFs in the first quarter, report reveals

Fast-evolving market highlights allocation adjustments for advisors.

By Steve Randall
Apollo sets its sights on new market for HNW clients
ALTERNATIVES JUN 11, 2025
Apollo sets its sights on new market for HNW clients

The $785B firm highlight shift in global wealth profile.

By Bloomberg
Musk tries to bolster Tesla with robotaxi launch date
EQUITIES JUN 11, 2025
Musk tries to bolster Tesla with robotaxi launch date

But the under-pressure billionaire says the date may shift.

By Bloomberg
Wealth managers stick with gold despite silver shining brightly
PRACTICE MANAGEMENT JUN 10, 2025
Wealth managers stick with gold despite silver shining brightly

Silver has outperformed gold in the past month, but few financial advisors are jumping on the silver bandwagon.

By Gregg Greenberg
Musk turns to Morgan Stanley to raise $5 billion while Trump spat rumbles on
FIXED INCOME JUN 10, 2025
Musk turns to Morgan Stanley to raise $5 billion while Trump spat rumbles on

Hybrid loan-and-bond package offers a fixed 12% coupon and is part of a 'best efforts' deal, according to report.

By Matthew Sellers
AI in retail investing set to shake up stock market
EQUITIES JUN 10, 2025
AI in retail investing set to shake up stock market

With Main Street investors now able to trade as fast as some qualitative hedge funds, seismic changes could be ahead for the larger equity market.

By Bloomberg
RILAs bring stability, growth during volatile markets
LIFE INSURANCE AND ANNUITIES JUN 10, 2025
RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

By Gregg Greenberg
Large cap tech stocks fuel bullish bets, says Citi's Montagu
EQUITIES JUN 10, 2025
Large cap tech stocks fuel bullish bets, says Citi's Montagu

Investors are focusing on the macro backdrop despite tariff concerns.

By Bloomberg