Investing

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ETF inflows were $137B in Q2, but what's next for the industry?
ETFS SEP 08, 2023
ETF inflows were $137B in Q2, but what's next for the industry?

Vanguard says investors are returning to risk assets.

By Steve Randall
21Shares and Ark file for first US spot ether ETF
ALTERNATIVES SEP 07, 2023
21Shares and Ark file for first US spot ether ETF

The filing comes as the race to win approval for the first US spot bitcoin fund intensifies.

By Bloomberg
Madison Investments launches another fund to round out ETF suite
MUTUAL FUNDS SEP 07, 2023
Madison Investments launches another fund to round out ETF suite

The firm has now launched four ETFs in the past month.

By Steve Randall
Lincoln team managing $800M moves to LPL Financial
INDEPENDENT BROKER DEALERS SEP 06, 2023
Lincoln team managing $800M moves to LPL Financial

Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.

By Josh Welsh
ETF shop that shorts Cramer has sights on anti-ESG
ETFS SEP 06, 2023
ETF shop that shorts Cramer has sights on anti-ESG

Tuttle Capital filed with the SEC for two products, one that would short socially conscious companies and another that would invest in gunmakers.

By Emile Hallez
Focus Financial Partners eyes new growth as $7B take-private completes
ALTERNATIVES SEP 05, 2023
Focus Financial Partners eyes new growth as $7B take-private completes

The firm has been acquired by Clayton Dubilier & Rice and Stone Point Capital affiliated funds.

By Steve Randall
Funds sell China stocks for lowest position in 11 months
EMERGING MARKETS SEP 05, 2023
Funds sell China stocks for lowest position in 11 months

Investors unimpressed by Beijing's stimulus measures.

By Bloomberg
Morgan Stanley's Wilson warns of pain ahead for equities
EQUITIES SEP 05, 2023
Morgan Stanley's Wilson warns of pain ahead for equities

The bearish analyst says there is too much market optimism currently.

By Bloomberg
Crypto market facing post-FTX wake-up call
ALTERNATIVES SEP 05, 2023
Crypto market facing post-FTX wake-up call

Market making profitability has slumped 30%

By Bloomberg
Hedge funds, private equity sue SEC over fee disclosure rule
ALTERNATIVES SEP 01, 2023
Hedge funds, private equity sue SEC over fee disclosure rule

Trade groups argue the SEC went too far when it rolled out rules mandating disclosures and barring firms from doing sweetheart deals with some investors.

By Bloomberg
One step forward, one step back for use of crypto in retirement accounts
RETIREMENT PLANNING SEP 01, 2023
One step forward, one step back for use of crypto in retirement accounts

'Crypto is on a journey from a niche asset class to a mainstream asset class,' says an advisor.

By Mark Schoeff Jr.
Stocks gain ahead of US jobs report
EQUITIES SEP 01, 2023
Stocks gain ahead of US jobs report

Markets await signal for economy and likely Fed direction.

By Bloomberg
US stocks still face hard landing risk, says BofA strategist
EQUITIES SEP 01, 2023
US stocks still face hard landing risk, says BofA strategist

Michael Hartnett says investors should 'sell the last rate hike.'

By Bloomberg
Bitcoin ETF approval will spark a battle for lowest fees
ALTERNATIVES SEP 01, 2023
Bitcoin ETF approval will spark a battle for lowest fees

With the products looking similar, fees will be the difference.

By Bloomberg
SEC defers decision on Invesco, WisdomTree bitcoin ETFs
ALTERNATIVES AUG 31, 2023
SEC defers decision on Invesco, WisdomTree bitcoin ETFs

The latest delay came as a disappointment after Grayscale won a court ruling this week overturning the SEC's rejection of its application to convert its bitcoin trust into an ETF.

By Bloomberg
US dividends reached $148B in the second quarter, but which industries led the way?
EQUITIES AUG 31, 2023
US dividends reached $148B in the second quarter, but which industries led the way?

Janus Henderson index reveals slower growth for US dividends while global payouts reached a record high.

By Steve Randall
Wall Street says these stocks are better than AI right now
EQUITIES AUG 31, 2023
Wall Street says these stocks are better than AI right now

Analysts highlight expected return of 16% for the most traditional of industries.

By Bloomberg
Portfolio Advisors partners with global investment firm for private markets offering
ALTERNATIVES AUG 31, 2023
Portfolio Advisors partners with global investment firm for private markets offering

The Connecticut-headquartered firm will help its partner to extend its offering for selected wealth management clients.

By Steve Randall
LPL snaps up advisory team with $350 million in assets
INDEPENDENT BROKER DEALERS AUG 30, 2023
LPL snaps up advisory team with $350 million in assets

The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors

By Lauren Johnson
Advisors debate: ETFs, mutual funds or both?
MUTUAL FUNDS AUG 30, 2023
Advisors debate: ETFs, mutual funds or both?

Financial advisors weigh in on which investible vehicle works best for their clients.

By Gregg Greenberg