Investing

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High-yield debt issuance to accelerate, says BlackRock
FIXED INCOME SEP 19, 2023
High-yield debt issuance to accelerate, says BlackRock

Global issuance for leveraged loans and high-yield bonds jumped to over $40 billion this month.

By Bloomberg
Citigroup launches digital token service
ALTERNATIVES SEP 19, 2023
Citigroup launches digital token service

The firm is widening its digital assets offering to institutional investors.

By Bloomberg
Envestnet partners with iconik for personalized proxy voting
EQUITIES SEP 18, 2023
Envestnet partners with iconik for personalized proxy voting

'Advisors in the Envestnet ecosystem will have access to set-and-forget voting technology,' says iconik's Alex Thaler.

By Josh Welsh
Three trends emerging in customization of $1.5T private credit funds market
ALTERNATIVES SEP 18, 2023
Three trends emerging in customization of $1.5T private credit funds market

AIMA affiliate study reveals how the global asset class is evolving.

By Steve Randall
Citi takes significant step in revolutionizing the global bond market
FIXED INCOME SEP 18, 2023
Citi takes significant step in revolutionizing the global bond market

Wall Street firm says it is investing in the future of digital financial market infrastructure.

By Steve Randall
2024 to be a tough one for equities, says Morgan Stanley
EQUITIES SEP 18, 2023
2024 to be a tough one for equities, says Morgan Stanley

Bearish strategist Michael Wilson sees challenging times ahead for riak assets.

By Bloomberg
Advisors pile into Treasuries, leaving muni bonds behind
FIXED INCOME SEP 15, 2023
Advisors pile into Treasuries, leaving muni bonds behind

With Treasury yields so elevated, it’s easy to understand why financial advisors are funneling excess client money into good old government bonds.

By Gregg Greenberg
Single stock and covered call come together in ETF line
ETFS SEP 14, 2023
Single stock and covered call come together in ETF line

Advisors reflect on effectiveness of 'volatility buffer' covered-call ETFs, with few single-stock versions available.

By Emile Hallez
Alts platform CAIS keeps building
ALTERNATIVES SEP 14, 2023
Alts platform CAIS keeps building

Since its launch in 2009, CAIS has facilitated over $25 billion in transactions involving financial advisors.

By Bruce Kelly
Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company
ALTERNATIVES SEP 14, 2023
Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company

Berthel Fisher has been known to sell a variety of alternative investments, which at times can be expensive and volatile.

By Bruce Kelly
Only one of the world's biggest firms of 2000 is still in the top 10 today
EQUITIES SEP 14, 2023
Only one of the world's biggest firms of 2000 is still in the top 10 today

What were the biggest companies in the world by market cap in 2000 and 1980?

By Steve Randall
New leader of state regulators places emphasis on 'risky' digital assets
ALTERNATIVES SEP 13, 2023
New leader of state regulators places emphasis on 'risky' digital assets

Hodgepodge of different regulations needs addressing, says securities lawyer.

By Mark Schoeff Jr.
Amplify ETFs launches cash-flow fund on the Nasdaq
MUTUAL FUNDS SEP 13, 2023
Amplify ETFs launches cash-flow fund on the Nasdaq

The fund will invest in US companies with high free cash flow yield and dividend growth.

By Steve Randall
SEC Chair Gensler fires back at GOP critics
FINTECH SEP 12, 2023
SEC Chair Gensler fires back at GOP critics

Leader accused of proposing regulations that are ‘sowing discord and confusion.'

By Mark Schoeff Jr.
SEC hits YieldStreet with $1.9M penalty linked to shipping investment
ALTERNATIVES SEP 12, 2023
SEC hits YieldStreet with $1.9M penalty linked to shipping investment

YieldStreet failed to disclose heightened risk, according to the SEC.

By Bruce Kelly
Does low knowledge of annuities help explain low adoption among advisors?
OPINION SEP 12, 2023
Does low knowledge of annuities help explain low adoption among advisors?

As advisors' knowledge about annuities increases, so does their perception of these products.

By David Blanchett
Draining the pool of confusion surrounding long-term care insurance
RETIREMENT PLANNING SEP 11, 2023
Draining the pool of confusion surrounding long-term care insurance

Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.

By Gregg Greenberg
Alts allocations by LPs to rise along with use of AI, survey reveals
ALTERNATIVES SEP 11, 2023
Alts allocations by LPs to rise along with use of AI, survey reveals

Limited partners and asset allocators appear wary of more volatile asset classes.

By Steve Randall
Advisors fear slow growth, see value in high-quality bonds: PGIM study
FIXED INCOME SEP 08, 2023
Advisors fear slow growth, see value in high-quality bonds: PGIM study

Treasuries rank as the most attractive fixed-income sector but advisor urges clients to diversify should economic environment suddenly change.

By Gregg Greenberg
After fee fight, latest Schorsch REIT merger OK'd
ALTERNATIVES SEP 08, 2023
After fee fight, latest Schorsch REIT merger OK'd

'We maintain our view that this represents an overly generous payment to the manager,' Institutional Shareholder Services says of the fee resulting from the deal.

By Bruce Kelly