Investing

Displaying 16862 results
BlackRock curbs redemptions at HPS private credit fund as investors weigh risks
ALTERNATIVES MAR 06, 2026
BlackRock curbs redemptions at HPS private credit fund as investors weigh risks

The reported surge of withdrawal requests at HPS Corporate Lending Fund adds to recent reminders of liquidity risk in the private credit market.

By Leo Almazora
SEC hits NYSE with $9M penalty over 2023 opening auction failure
EQUITIES MAR 06, 2026
SEC hits NYSE with $9M penalty over 2023 opening auction failure

Stemming from staff error, the January 2023 glitch exposed gaps in NYSE’s disaster‑recovery setup, which affected thousands of listings and led to trading halts across dozens of stocks.

By Leo Almazora
Trade and advocacy groups press Congress to allow deferred taxes on mutual fund gains
ETFS MAR 06, 2026
Trade and advocacy groups press Congress to allow deferred taxes on mutual fund gains

The Investment Company Institute, SIFMA and other industry groups argue the bipartisan GROWTH Act would end "harmful double-effect" of surprise tax bills.

By Leo Almazora
Gold is back in the spotlight, glinting its way into portfolios and headlines alike
ETFS MAR 06, 2026
Gold is back in the spotlight, glinting its way into portfolios and headlines alike

In a fractured macro era, WisdomTree contends gold’s touch is less about transformation and more about preservation

By Manal Ali
Don't give up on foreign stocks due to geopolitical tensions
EQUITIES MAR 06, 2026
Don't give up on foreign stocks due to geopolitical tensions

Foreign stocks are selling off faster than domestic ones due to the war, but advisors are telling clients not to unload their international shares.

By Gregg Greenberg
Markets brace for jobs data as oil shock and war jitters rattle global equities
EQUITIES MAR 06, 2026
Markets brace for jobs data as oil shock and war jitters rattle global equities

Stocks wobble, oil surges and investors await US payrolls as geopolitical risk clouds outlook.

By Steve Randall
What is it about dealing with life insurance, annuities providers that frustrates advisors?
LIFE INSURANCE AND ANNUITIES MAR 06, 2026
What is it about dealing with life insurance, annuities providers that frustrates advisors?

Survey highlights issues despite satisfaction levels well above those for wealth management’s independent advisors.

By Steve Randall
Municipal bonds offer a rare opportunity as yields climb, says Nuveen’s Dan Close
FIXED INCOME MAR 05, 2026
Municipal bonds offer a rare opportunity as yields climb, says Nuveen’s Dan Close

The firm’s head of municipals says attractive valuations and improving flows point to further upside for the asset class.

By Steve Randall
Fed, FDIC and OCC clarify capital rules for tokenized securities
ALTERNATIVES MAR 05, 2026
Fed, FDIC and OCC clarify capital rules for tokenized securities

Regulators say blockchain-based securities get same capital treatment as traditional assets.

By Steve Randall
BlackRock's previously disclosed loan writedown adds to private credit jitters
ALTERNATIVES MAR 05, 2026
BlackRock's previously disclosed loan writedown adds to private credit jitters

The markdown in a niche direct loan is sharpening focus on how semi-liquid funds handle redemption spikes from clients.

By Leo Almazora
In plain sight: How asset managers can obscure the real cost of semiliquid funds
ALTERNATIVES MAR 04, 2026
In plain sight: How asset managers can obscure the real cost of semiliquid funds

Morningstar analyst argues incentive fees in private credit semiliquid funds are often harder to compare and easier to earn than many prospectuses let on.

By Leo Almazora
Stablecoins in spotlight as Bitcoin rebounds and Trump backs crypto vs. banks
ALTERNATIVES MAR 04, 2026
Stablecoins in spotlight as Bitcoin rebounds and Trump backs crypto vs. banks

Crypto markets regain ground just as a multi-trillion-dollar fight over yield-bearing deposits intensifies in Washington.

By Leo Almazora
Advisors telling homebuying clients to relax if they missed mortgage rate lows
FIXED INCOME MAR 04, 2026
Advisors telling homebuying clients to relax if they missed mortgage rate lows

The rate on a 30-year mortgage rate briefly dipped below 6% last week before popping back higher on Monday. Advisors discuss what that means for home-shopping clients.

By Gregg Greenberg
Active managers stumble again in 2025 as large caps dominate
EQUITIES MAR 04, 2026
Active managers stumble again in 2025 as large caps dominate

Big Tech’s rebound, Fed rate-cut hopes and a late-year broadening of the rally weren’t enough to lift the average active manager above index returns.

By Leo Almazora
ETF investors pour record cash into international stocks as flows hit historic pace
ETFS MAR 04, 2026
ETF investors pour record cash into international stocks as flows hit historic pace

International equities, value stocks and cyclicals lead ETF demand in February.

By Steve Randall
Investment funds proxy costs of up to $1.14 billion add a hidden cost for your clients
ETFS MAR 03, 2026
Investment funds proxy costs of up to $1.14 billion add a hidden cost for your clients

Study says fund proxy campaigns are increasingly costly, inefficient and ripe for SEC reform.

By Steve Randall
Fidelity rolls out private markets model portfolios with alts education for advisors
ALTERNATIVES MAR 03, 2026
Fidelity rolls out private markets model portfolios with alts education for advisors

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

By Leo Almazora
Blackstone BDC flooded with client redemptions
ALTERNATIVES MAR 03, 2026
Blackstone BDC flooded with client redemptions

Clients rush to the exits in giant BDC as concerns about private credit mount.

By Bruce Kelly
Oil spikes and Iran conflict rattles stocks as markets reassess risk
EQUITIES MAR 03, 2026
Oil spikes and Iran conflict rattles stocks as markets reassess risk

Surging oil prices, rising bond yields, and headlines of escalating tensions in the Middle East are pressuring stocks and testing the “buy-the-dip” playbook.

By Leo Almazora
Energy stocks offer a hedge against market volatility, advisors say
ALTERNATIVES MAR 03, 2026
Energy stocks offer a hedge against market volatility, advisors say

Wealth managers are not aggressively changing client portfolios in response to the Iran war, but they are using energy shares as a hedge.

By Gregg Greenberg