Investing

Displaying 16219 results
Bitcoin nears $40,000 as shorts fuel rally on Amazon speculation
ALTERNATIVES JUL 26, 2021
Bitcoin nears $40,000 as shorts fuel rally on Amazon speculation

The cryptocurrency's gains were sparked by speculation that Amazon might eventually accept Bitcoin as a method of payment.

By Bloomberg
Cashing in on the collectibles craze
ALTERNATIVES JUL 26, 2021
Cashing in on the collectibles craze

Baseball cards, wine, even dinosaur bones can help diversify a portfolio, as demand for the items surged during the pandemic.

By Emile Hallez
How to be good at collectibles
ALTERNATIVES JUL 26, 2021
How to be good at collectibles

Some of the keys to successful card investing include buying rare, good condition cards of established players, said Bart Brewer, an adviser at Global Financial Advisory Services.

By Emile Hallez
Goldman spinoff Simon Markets raises $100 million in latest funding round
ALTERNATIVES JUL 22, 2021
Goldman spinoff Simon Markets raises $100 million in latest funding round

The financial technology platform, which provides financial advisers with access to alternative investments, saw its valuation top $800 million with the funding round led by WestCap.

By Bloomberg
Rush to munis could boost Medicare premiums
FIXED INCOME JUL 22, 2021
Rush to munis could boost Medicare premiums

The income calculation for Medicare and Social Security includes tax-exempt interest on municipal bonds.

By Mary Beth Franklin
Gimme pension? Annuities group to sponsor Rolling Stones tour
LIFE INSURANCE AND ANNUITIES JUL 22, 2021
Gimme pension? Annuities group to sponsor Rolling Stones tour

The 12-city tour was postponed last year because of the Covid-19 pandemic.

By InvestmentNews
Allianz Life enters DC business with guaranteed income product
RETIREMENT PLANNING JUL 21, 2021
Allianz Life enters DC business with guaranteed income product

Former Voya, Nuveen exec Mike De Feo will head the company’s new business line.

By InvestmentNews
New ETF leverages crypto miners and ESG
ALTERNATIVES JUL 21, 2021
New ETF leverages crypto miners and ESG

The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.

By Jeff Benjamin
Inside Vestwell's $70M funding and retirement deal with Morgan Stanley
RETIREMENT PLANNING JUL 21, 2021
Inside Vestwell's $70M funding and retirement deal with Morgan Stanley

The latest cash influx adds to more than $42 million in prior funding rounds and seed capital. Vestwell will also be a retirement plan record keeper available through Morgan Stanley’s workplace business.

By Emile Hallez
SEC's Gensler issues warning about stock tokens
EQUITIES JUL 21, 2021
SEC's Gensler issues warning about stock tokens

The SEC chairman made it clear that digital assets that mirror the performance of Amazon.com, Tesla and other well-known companies are probably still covered by U.S. securities laws.

By Bloomberg
Nasdaq teams with Citi, other banks on market for private stocks
ALTERNATIVES JUL 20, 2021
Nasdaq teams with Citi, other banks on market for private stocks

Nasdaq Inc. has formed a joint venture with Citigroup Inc., Goldman Sachs Group Inc. and Morgan Stanley to establish a trading venue for shares of closely held companies.

By Bloomberg
Titan Invest secures $58 million, preps crypto offering
ALTERNATIVES JUL 20, 2021
Titan Invest secures $58 million, preps crypto offering

The robo-adviser has experienced rapid growth over the last 12 months, reaching its first $500 million in assets under management in March with 26,640 users on the platform.

By Nicole Casperson
ETF sponsors perform well on diversity, equity and inclusion, study finds
PRACTICE MANAGEMENT JUL 20, 2021
ETF sponsors perform well on diversity, equity and inclusion, study finds

Nearly 90% of exchange-traded fund sponsors received the highest score in Sage Advisory's study of ETF stewardship.

By InvestmentNews
Stocks sink as virus worries fuel flight to safety
EQUITIES JUL 19, 2021
Stocks sink as virus worries fuel flight to safety

In a reversal of the reopening trade that has powered this year's equity rally, cyclical companies bore the brunt of Monday's sell-off.

By Bloomberg
SEC orders UBS to pay $8 million over sales of complex exchange-traded products
ALTERNATIVES JUL 19, 2021
SEC orders UBS to pay $8 million over sales of complex exchange-traded products

Investments pegged to market volatility remained in client accounts for up to a year when they were meant to be short-term investments.

By Mark Schoeff Jr.
Private banker carves out his niche with clients that hold illiquid assets
RIA NEWS JUL 16, 2021
Private banker carves out his niche with clients that hold illiquid assets

Boston Family Advisors has a narrow focus on wealthy families that have most of their assets invested in private equity and venture capital.

By Jeff Benjamin
Bipartisan bill would block digital tokens from becoming securities
ALTERNATIVES JUL 16, 2021
Bipartisan bill would block digital tokens from becoming securities

Congress will likely have to provide the legal framework for the SEC to regulate cryptocurrencies more efficiently and is working quickly to shape future regulation.

By Mark Schoeff Jr.
Wall Street surrenders to $500M ETF rush
MUTUAL FUNDS JUL 15, 2021
Wall Street surrenders to $500M ETF rush

Now even the most storied money managers are launching exchange-traded funds in a bid to stay relevant, and some — like Vanguard Group — are handling their clients’ conversions for them.

By Bloomberg
Long-term care settlement to cost CalPERS as much as $2.7B
RETIREMENT PLANNING JUL 14, 2021
Long-term care settlement to cost CalPERS as much as $2.7B

Policyholders saw an 85% bump in their premiums in 2015, despite assurances when they signed up that rates would not increase.

By Emile Hallez
The new active approach to credit investing
OPINION JUL 14, 2021
The new active approach to credit investing

Enhancing the return prospects of individual investors seeking yield calls for hands-on, agile, active management — and the more flexible the approach, the better.

By Chris Sheldon