Investing

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Fintech launches annuities platform
RETIREMENT PLANNING JAN 17, 2024
Fintech launches annuities platform

Flourish aims to facilitate RIAs’ access to annuities.

By InvestmentNews
Advisors to focus on 'total return' this year
FIXED INCOME JAN 17, 2024
Advisors to focus on 'total return' this year

Fixed income and individual stocks are among the areas where advisors plan to boost allocations.

By Josh Welsh
When you should, or shouldn’t, recommend more protected lifetime income
OPINION JAN 17, 2024
When you should, or shouldn’t, recommend more protected lifetime income

Here are some of the key characteristics that may make some clients better candidates for such a solution than others.

By David Blanchett
Are traders relying too much on history in bets on early rate cut?
FIXED INCOME JAN 17, 2024
Are traders relying too much on history in bets on early rate cut?

Some strategists believe the Fed will wait longer than it has in the past.

By Bloomberg
Advisors are upbeat on the market outlook for coming year
EQUITIES JAN 16, 2024
Advisors are upbeat on the market outlook for coming year

Recent InvestmentNews survey shows sectors where advisors plan to increase investments include actively managed ETFs and US fixed income.

By Devin McGinley
Will tech stocks be ‘magnificent’ again in 2024? 
EQUITIES JAN 16, 2024
Will tech stocks be ‘magnificent’ again in 2024? 

History shows the market’s big winners rarely dominate two years in a row.

By Gregg Greenberg
Why US earnings may easily beat expectations
EQUITIES JAN 16, 2024
Why US earnings may easily beat expectations

Morgan Stanley analyst says forecasts have set the stage for surprises.

By Bloomberg
Wells Fargo Advisors to sell new bitcoin ETFs
ALTERNATIVES JAN 12, 2024
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.

By Bruce Kelly
With the bitcoin ETF out of the bag, advisors weigh in
ALTERNATIVES JAN 12, 2024
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.

By Gregg Greenberg
Morgan Stanley to pay $249M over block trade probes
EQUITIES JAN 12, 2024
Morgan Stanley to pay $249M over block trade probes

The agreement with federal prosecutors ends a years-long investigation and allows the bank to avoid criminal charges.

By Bloomberg
JPMorgan anticipates $30B of private credit will change hands this year
ALTERNATIVES JAN 12, 2024
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.

By Bloomberg
Why Europe's sovereign bonds are on fire right now
FIXED INCOME JAN 12, 2024
Why Europe's sovereign bonds are on fire right now

Record demand seen for the securities amid lower rate expectations.

By Bloomberg
Broker-dealers and bitcoin ETFs: To sell or not to sell?
ALTERNATIVES JAN 11, 2024
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.'

By Bruce Kelly
Bitcoin ETF trades top $3B in ‘ground-breaking’ first day
ALTERNATIVES JAN 11, 2024
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.

By Bloomberg
Stocks gain ahead of US inflation data
EQUITIES JAN 11, 2024
Stocks gain ahead of US inflation data

Traders are waiting for key signal to inform Fed rate bets.

By Bloomberg
JPMorgan Asset Management thinks Fed cuts could be deeper
INDEPENDENT BROKER DEALERS JAN 11, 2024
JPMorgan Asset Management thinks Fed cuts could be deeper

Wall Street firm believes that while 1.5% of cuts is probably correct, there could be more easing needed.

By Bloomberg
Spot bitcoin ETFs will be in SEC's crosshairs
ETFS JAN 10, 2024
Spot bitcoin ETFs will be in SEC's crosshairs

The products, which could begin trading Thursday, will be closely scrutinized by the regulator, which did not approve them willingly, a lawyer says.

By Emile Hallez
SEC OKs 11 spot bitcoin ETFs in milestone for digital assets
ETFS JAN 10, 2024
SEC OKs 11 spot bitcoin ETFs in milestone for digital assets

The exchange-traded funds will greatly increase access to the largest cryptocurrency.

By Bloomberg
Advisors seeking stock ideas should consider these 3 themes
EQUITIES JAN 10, 2024
Advisors seeking stock ideas should consider these 3 themes

The big investing idea in 2023 was cash as a result of rising yields and recession worries, but that's changing in 2024.

By Gregg Greenberg
BlackRock, Ark cut fees on bitcoin ETFs again
ETFS JAN 10, 2024
BlackRock, Ark cut fees on bitcoin ETFs again

Fund companies try to position their products to attract first-day inflows that could hit $4B once the SEC approves the funds.

By Bloomberg