Investing

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How plan sponsors can bring alternatives into retirement portfolios
RETIREMENT PLANNING OCT 22, 2025
How plan sponsors can bring alternatives into retirement portfolios

Wilshire's Chip Castille says education, technology, careful liquidity management are key.

By Steve Randall
Gold, silver post steepest declines in over 13 years as rally stalls
ALTERNATIVES OCT 21, 2025
Gold, silver post steepest declines in over 13 years as rally stalls

Both bullion metals plunged from record highs, raising questions about the rally's staying power.

By Leo Almazora
David Solomon urges vigilance as regional bank losses stir credit market debate
EQUITIES OCT 21, 2025
David Solomon urges vigilance as regional bank losses stir credit market debate

Goldman Sachs' CEO calls three recent events "idiosyncratic," though questions remain about vulnerabilities lurking throughout the banking system.

By Leo Almazora
Why millennials feel pinned between buying a home and saving for retirement
RETIREMENT PLANNING OCT 21, 2025
Why millennials feel pinned between buying a home and saving for retirement

New report reveals disconnect between advisors, clients on top financial threat.

By Steve Randall
Interval funds bump up buybacks
ALTERNATIVES OCT 20, 2025
Interval funds bump up buybacks

Sales of alternative investments have exploded over the past few years, leaving some observers wondering whether financial advisors truly understand the products and whether clients realize the risk.

By Bruce Kelly
BofA warns of forced stocks selling if credit problems persist
EQUITIES OCT 20, 2025
BofA warns of forced stocks selling if credit problems persist

Strategists warn that continued snags in private lending could ripple out as pension funds take steps to meet ongoing obligations.

By Bloomberg
Digital asset fraud, senior exploitation top NASAA’s enforcement priorities
ALTERNATIVES OCT 20, 2025
Digital asset fraud, senior exploitation top NASAA’s enforcement priorities

State regulators stepped up actions against crypto scams, unregistered actors, and senior exploitation as digital threats evolve.

By Leo Almazora
Shutdown stalemate brings US IPO holdouts off the sidelines
EQUITIES OCT 20, 2025
Shutdown stalemate brings US IPO holdouts off the sidelines

As the Congressional deadlock enters its third week, seven would-be public companies are betting on a workaround offered by regulatory officials.

By Bloomberg
Redefining markets in a shifting global order
EQUITIES OCT 20, 2025
Redefining markets in a shifting global order

Bloomberg's second annual "Women, Money & Power" conference featured insights shared by the top women in leadership in areas of finance, markets, and economics.

By Andy Burt
First Brand fallout hits FS Specialty Lending Fund as it wins approval to trade
ALTERNATIVES OCT 17, 2025
First Brand fallout hits FS Specialty Lending Fund as it wins approval to trade

The fund's exposure to First Brands is about 1.4% of its $1.9 billion total assets, according to company filings.

By Bruce Kelly
Regional bank shares tank after distressed mortgage loans fraud claims
EQUITIES OCT 17, 2025
Regional bank shares tank after distressed mortgage loans fraud claims

Two regional US banks say they have been hit in a multimillion dollar fraud.

By Matthew Sellers
10 Famous investing bubbles at a glance
EQUITIES OCT 16, 2025
10 Famous investing bubbles at a glance

History’s bubbles and the fine line between folly and foundation.

By Matthew Sellers
Jefferies plummets 9% as investors question First Brands fallout
EQUITIES OCT 16, 2025
Jefferies plummets 9% as investors question First Brands fallout

Wall Street powerhouse sees annual share slide to nearly 40%, lawyers look for class action.

By Matthew Sellers
Schwab posts Q3 earnings beat estimates as client assets, trading surge
EQUITIES OCT 16, 2025
Schwab posts Q3 earnings beat estimates as client assets, trading surge

The brokerage giant added over one million new brokerage accounts for the fourth straight quarter, while total client assets reached a record $11.59 trillion.

By Leo Almazora
Private markets poised for a $32T boom by 2030, new report predicts
ALTERNATIVES OCT 16, 2025
Private markets poised for a $32T boom by 2030, new report predicts

Drivers include AI, credit innovation, infrastructure growth.

By Steve Randall
Morningstar's US Modern Market 100 Index brings public, private markets together
EQUITIES OCT 15, 2025
Morningstar's US Modern Market 100 Index brings public, private markets together

A new benchmark blends Wall Street giants with Silicon Valley disruptors — capturing how innovation and capital formation now transcend the boundary between public and private markets.

By Andy Burt
Blackstone muscling into 401(k) space with new DC plan unit
RETIREMENT PLANNING OCT 15, 2025
Blackstone muscling into 401(k) space with new DC plan unit

The move to enter the $13 trillion DC plan market follows recent regulatory shifts, with Blackstone joining other asset managers seeking to bring private assets to workplace retirement plans.

By Leo Almazora
ETF assets top $11 trillion as advisors drive record growth
PRACTICE MANAGEMENT OCT 15, 2025
ETF assets top $11 trillion as advisors drive record growth

Wirehouses and RIAs drive record ETF asset growth, fueling a surge in active and fixed-income strategies amid a changing regulatory landscape.

By Leo Almazora
Hashdex's vision for digital finance: Stablecoins, trust, and crypto's future
ALTERNATIVES OCT 15, 2025
Hashdex's vision for digital finance: Stablecoins, trust, and crypto's future

Hashdex's Bruno Caratori and Gerry O'Shea are betting that trust — not speculation — will define the next era of crypto investing.

By Andy Burt
F2 Strategy acquires HBMJ Consulting, deepens alternative investment consulting focus
ALTERNATIVES OCT 15, 2025
F2 Strategy acquires HBMJ Consulting, deepens alternative investment consulting focus

The deal adds hedge fund and private credit operations expertise to growing advisory platform.

By Steve Randall