Investing

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Raymond James welcomes Vanguard veteran in planned ETF platform launch
BROKER DEALERS JUL 18, 2024
Raymond James welcomes Vanguard veteran in planned ETF platform launch

The broker-dealer giant has unveiled plans to launch an ETF product platform next year, led by a former NYSE leader.

By Leo Almazora
BlackRock takes to the blue-chip bond market for Preqin deal funding
ALTERNATIVES JUL 17, 2024
BlackRock takes to the blue-chip bond market for Preqin deal funding

The world's largest asset manager is issuing three tranches of debt to help fuel its venture into the private-markets data space.

By Bloomberg
Trump's second-term run threatens muni bonds' tax edge
FIXED INCOME JUL 15, 2024
Trump's second-term run threatens muni bonds' tax edge

A long-enshrined tax exemption to municipal bonds could end up scrapped if the 45th president gets his way.

By Bloomberg
ETF flows push BlackRock to $10.6T AUM summit
ALTERNATIVES JUL 15, 2024
ETF flows push BlackRock to $10.6T AUM summit

The world’s largest asset manager reported $82B in net inflows as ebullient markets and key alts bets brighten outlook.

By Leo Almazora
With no “blue oceans” left, asset managers are banking on distribution
ETFS JUL 12, 2024
With no “blue oceans” left, asset managers are banking on distribution

Cerulli research finds asset management firms are paying greater heed to RIAs, with active ETFs and separate accounts going on the front burner.

By Leo Almazora
GPB execs goosed records to pump sales, partner claims
ALTERNATIVES JUL 11, 2024
GPB execs goosed records to pump sales, partner claims

"I wanted it to end," said former senior GPB executive on Thursday.

By Bruce Kelly
Black-box ETFs flop amid broader $136B active boom
ETFS JUL 11, 2024
Black-box ETFs flop amid broader $136B active boom

Four years after entering the markets, the active non-transparent ETF structure has failed to live up to its game-changing promise.

By Bloomberg
How to ensure alts exposure adds value to your portfolio
ALTERNATIVES JUL 11, 2024
How to ensure alts exposure adds value to your portfolio

Client demand for alternatives is increasing and the menu of options has grown, but is the booming asset class really that simple? Advisors have their say.

By Josh Welsh
Value investors cooling their heels as growth stocks stay hot
ETFS JUL 11, 2024
Value investors cooling their heels as growth stocks stay hot

Value investors bide their time as they wait for superhot growth stocks to cool.

By Gregg Greenberg
Broadridge bolsters advisor platform with values-based client insights
FINTECH JUL 10, 2024
Broadridge bolsters advisor platform with values-based client insights

The global fintech provider is taking a new tack on personalization with a new integration partnership.

By Leo Almazora
Tesla rally pushes stock to biggest-ever ARKK weighting
ETFS JUL 09, 2024
Tesla rally pushes stock to biggest-ever ARKK weighting

The electric vehicle maker has grown into a sizeable chunk of Cathie Wood's innovation ETF after an 80% rally.

By Bloomberg
Fund fee wars are getting less bloody, says Morningstar
ETFS JUL 09, 2024
Fund fee wars are getting less bloody, says Morningstar

While investors saved an estimated $3.4B last year, the industry could be at a tipping point as cost pressures and other forces mount.

By Leo Almazora
Meme stocks return to top trades among Schwab investors
EQUITIES JUL 09, 2024
Meme stocks return to top trades among Schwab investors

Tech names were among the targets for the firm's clients.

By Steve Randall
Politicization of ESG not sustainable, advisor warns
ESG JUL 08, 2024
Politicization of ESG not sustainable, advisor warns

InvestmentNews Award winner argues that many ESG-labelled funds are misleading investors.

By Josh Welsh
Lawsuit vs. ESG investing in 401(k) plans marks courts’ first test after Chevron ruling
RETIREMENT PLANNING JUL 08, 2024
Lawsuit vs. ESG investing in 401(k) plans marks courts’ first test after Chevron ruling

A New Orleans-based appeals court is set to decide on a DOL rule that could impact $12T and more than 150 million workers and retirees in retirement plans.

By Leo Almazora
ESG remains divisive, many advisors just don't think it's sustainable
ESG JUL 08, 2024
ESG remains divisive, many advisors just don't think it's sustainable

But it looks like remaining a growth area for investing.

By Steve Randall
US ETFs have raked in $437B so far in 2024
ETFS JUL 05, 2024
US ETFs have raked in $437B so far in 2024

Report reveals a commanding lead for tech ETFs, while multi-asset ETFs grew steadily driven by option-based strategies.

By Leo Almazora
Don’t bet on Ether ETFs to catch fire with advisors, says Cerulli
ALTERNATIVES JUL 05, 2024
Don’t bet on Ether ETFs to catch fire with advisors, says Cerulli

A lost reward opportunity and lukewarm advisor demand for crypto severely blunts the case for digital asset ETFs.

By Leo Almazora
There’s still hope for Fed to start rate cuts this year, says UBS
FIXED INCOME JUL 05, 2024
There’s still hope for Fed to start rate cuts this year, says UBS

Despite recent volatility in Treasuries, CIO for Americas highlights continued evidence of an economic soft landing ahead.

By Leo Almazora
BlackRock's Preqin deal prompts lower outlook at Moody's
ALTERNATIVES JUL 03, 2024
BlackRock's Preqin deal prompts lower outlook at Moody's

The ratings company is voicing concerns over the asset management giant's increased debt and leverage ratios.

By Bloomberg