Investing

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Think twice: The cost of being out of the market
OPINION AUG 30, 2023
Think twice: The cost of being out of the market

Some investors mistakenly believe they can achieve superior results by trying to time the market, but this approach inevitably leads to missed opportunities.

By Arun Bharath
Bitcoin fund behemoth surges after ETF court ruling
ALTERNATIVES AUG 30, 2023
Bitcoin fund behemoth surges after ETF court ruling

Grayscale's win against the SEC has boosted the prospect of spot Bitcoin ETFs.

By Bloomberg
SEC’s first NFT enforcement action should give advisors pause, experts say
ALTERNATIVES AUG 29, 2023
SEC’s first NFT enforcement action should give advisors pause, experts say

'This is further indication that NFT trading by advisors is not ready for prime time,' Ric Edelman says.

By Mark Schoeff Jr.
Spot bitcoin ETF inches ahead with SEC's court loss
ALTERNATIVES AUG 29, 2023
Spot bitcoin ETF inches ahead with SEC's court loss

Advisors have a range of stances on cryptocurrency, even in ETF form.

By Emile Hallez
Stocks gain as markets await raft of US and global data
EQUITIES AUG 29, 2023
Stocks gain as markets await raft of US and global data

US GDP, consumer confidence, labor, and more are due this week.

By Bloomberg
Economists now think China will miss growth expectations
EMERGING MARKETS AUG 29, 2023
Economists now think China will miss growth expectations

Earlier predictions have been trimmed and the #2 economy could still face a hard landing.

By Bloomberg
ETF claims ESG credentials for energy-guzzling cryptos
ALTERNATIVES AUG 29, 2023
ETF claims ESG credentials for energy-guzzling cryptos

Despite 'fully decarbonized' claim, environmentalist questions validity.

By Bloomberg
Hedge funds show growing optimism for EM equities
EMERGING MARKETS AUG 28, 2023
Hedge funds show growing optimism for EM equities

Funds most bullish on futures since 2020.

By Bloomberg
Advisors debate how to make muni bond allocations count
FIXED INCOME AUG 24, 2023
Advisors debate how to make muni bond allocations count

The good news is that, broadly speaking, the picture looks really sound in muni world.

By Gregg Greenberg
LPL to gain Prudential's $50B wealth management business
INDEPENDENT BROKER DEALERS AUG 24, 2023
LPL to gain Prudential's $50B wealth management business

LPL has been picking up steam in working as a back-office platform for banks, credit unions and insurance companies.

By Bruce Kelly
BlackRock backs fewer proposals on climate, social issues
MUTUAL FUNDS AUG 24, 2023
BlackRock backs fewer proposals on climate, social issues

The fund company supported almost 7% of proposals in the 12 months ended in June, down from 22% in the year-earlier period.

By Bloomberg
Nvidia smashes Wall Street forecast amid AI boom
EQUITIES AUG 24, 2023
Nvidia smashes Wall Street forecast amid AI boom

The chipmaker's shares soared toward a record high before the bell.

By Bloomberg
Why bonds are the best since the financial crisis
FIXED INCOME AUG 24, 2023
Why bonds are the best since the financial crisis

Investors are weighing prospect of higher rates for longer.

By Bloomberg
SEC adopts rules to boost oversight of private-fund advisors
ALTERNATIVES AUG 23, 2023
SEC adopts rules to boost oversight of private-fund advisors

Quarterly reporting and an annual audit 'could eat into returns and be borne by investors.'

By Mark Schoeff Jr.
Single-bond ETF manager goes against current by asking SEC for mutual fund share class
RETIREMENT PLANNING AUG 23, 2023
Single-bond ETF manager goes against current by asking SEC for mutual fund share class

There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.

By Emile Hallez
To be or not to be like Buffett: Financial advisors weigh in
EQUITIES AUG 23, 2023
To be or not to be like Buffett: Financial advisors weigh in

Do as the Oracle of Omaha says, not as he does — that’s what advisors tend to believe when it comes to Warren Buffett.

By Gregg Greenberg
ETFs are gaining popularity among fee-conscious advisors
MUTUAL FUNDS AUG 23, 2023
ETFs are gaining popularity among fee-conscious advisors

Report from Escalent reveals more than 9 in 10 advisors sell both ETFs and mutual funds.

By Steve Randall
Funds ditch $11B of China's blue-chip stocks in 13 days
EQUITIES AUG 23, 2023
Funds ditch $11B of China's blue-chip stocks in 13 days

Fears of economic contagion from housing market are driving investors out of the mainland market.

By Bloomberg
Schwab to issue debt after news of job cuts
FIXED INCOME AUG 22, 2023
Schwab to issue debt after news of job cuts

The longest-dated portion of the firm's senior unsecured notes, an 11-year fixed-to-floating-rate note, may yield about 2.05 percentage points over Treasuries.

By Bloomberg
'Mad Money' ETF to close after attracting just $1.3M
ETFS AUG 22, 2023
'Mad Money' ETF to close after attracting just $1.3M

The fund aimed to track the stocks picked by CNBC's Jim Cramer.

By Bloomberg