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Blackstone names Katie Keenan as new BREIT CEO
ALTERNATIVES SEP 19, 2025
Blackstone names Katie Keenan as new BREIT CEO

Keenan is stepping in to lead the REIT after Wesley LePatner, who tragically died in a Manhattan shooting incident in the summer.

By Leo Almazora
Dark clouds are weakening sentiment at both ends of the income spectrum
EQUITIES SEP 19, 2025
Dark clouds are weakening sentiment at both ends of the income spectrum

Stock market performance is not enough to offset concern about the economy

By Steve Randall
Are RIAs ready for the alternatives surge?
ALTERNATIVES SEP 18, 2025
Are RIAs ready for the alternatives surge?

A tidal wave of alternative investments are being offered to RIAs, but not all RIAs are ready to offer them to clients.

By Gregg Greenberg
US retirement assets climb to $45.8T in Q2 2025
RETIREMENT PLANNING SEP 18, 2025
US retirement assets climb to $45.8T in Q2 2025

ICI data show IRA assets hitting $18 trillion, while 401(k) plan assets increased to $9.3 trillion.

By Leo Almazora
Man Group goes all-in on ETFs with hedge-fund trades for masses
ALTERNATIVES SEP 18, 2025
Man Group goes all-in on ETFs with hedge-fund trades for masses

The firm's new fixed-income vehicles, launched under its own name, represent a full-tilt bet on the future of active exchange-traded funds.

By Bloomberg
All aboard the active ETF train!
ETFS SEP 17, 2025
All aboard the active ETF train!

Active ETFs are on a roll as advisors load them into client portfolios.

By Gregg Greenberg
Cerulli, DCALTA study challenges misconceptions on private markets in 401(k) plans
RETIREMENT PLANNING SEP 17, 2025
Cerulli, DCALTA study challenges misconceptions on private markets in 401(k) plans

Criticisms around risky exposures, illiquidity, litigation threats, and unsuitability are substantially off the mark, report says.

By Leo Almazora
Under-pressure Federal Reserve delivers highly anticipated September rate cut
EQUITIES SEP 17, 2025
Under-pressure Federal Reserve delivers highly anticipated September rate cut

The FOMC under Jerome Powell lowered its benchmark interest rate by a quarter point, responding to persistent inflation and rising jobless claims.

By Leo Almazora
Wealth managers must be prepared to discuss the downside of lower rates
PRACTICE MANAGEMENT SEP 17, 2025
Wealth managers must be prepared to discuss the downside of lower rates

The prospect of rate cuts stimulating the economy has Wall Street buzzing, but some advisory clients may not be so keen on lower rates.

By Gregg Greenberg
Famed DJ Calvin Harris pursues $22.5M claim against ex-advisor over Hollywood project
ALTERNATIVES SEP 17, 2025
Famed DJ Calvin Harris pursues $22.5M claim against ex-advisor over Hollywood project

The Scottish dance music producer alleges Thomas St. John "absolutely breached [his] trust" over a planned development for musicians and artists, according to reports.

By Leo Almazora
Family offices steady the course as trade tensions test global portfolios, Citi reveals
ALTERNATIVES SEP 17, 2025
Family offices steady the course as trade tensions test global portfolios, Citi reveals

Survey shows resilience, direct investing focus, and rising AI adoption among family offices.

By Steve Randall
Franklin Templeton partners with private capital giants to broaden infrastructure access for wealth clients
ALTERNATIVES SEP 16, 2025
Franklin Templeton partners with private capital giants to broaden infrastructure access for wealth clients

The strategic collaboration with General Atlantic, CIP, and DigitalBridge comes as CEO Jenny Johnson flags growing challenges in dealmaking for investment managers.

By Leo Almazora
One win, one loss for Trump as Fed heads to September rate decision
FIXED INCOME SEP 16, 2025
One win, one loss for Trump as Fed heads to September rate decision

The president's pick to fill a seat at the FOMC was confirmed as his bid to fire Fed Governor Lisa Cook faces a setback.

By Leo Almazora
Younger clients push back on life insurance, forcing advisors to rethink approach
LIFE INSURANCE AND ANNUITIES SEP 16, 2025
Younger clients push back on life insurance, forcing advisors to rethink approach

Delayed marriages, parenthood leave under 40s unconvinced of insurance relevance.

By Steve Randall
Wall Street raises alarm on Trump push to end quarterly earnings
EQUITIES SEP 15, 2025
Wall Street raises alarm on Trump push to end quarterly earnings

Analysts say the president's call for a six-month reporting schedule, which he first suggested in 2018, would increase uncertainty even as it reduces the burden for public companies.

By Bloomberg
Fed leadership under pressure as September rate decision looms
FIXED INCOME SEP 15, 2025
Fed leadership under pressure as September rate decision looms

Stephen Miran set to be confirmed, Fed Governor Cook still fighting fraud charges, and BlackRock's Rieder joins list of potential successors to Fed Chair Powell.

By Leo Almazora
These are common missteps of UHNW people, says $10B multi-family office founder
ALTERNATIVES SEP 14, 2025
These are common missteps of UHNW people, says $10B multi-family office founder

TwinFocus’ Wes Karger shares his experience with InvestmentNews

By Steve Randall
CBO sees lower US growth, higher unemployment this year
EQUITIES SEP 12, 2025
CBO sees lower US growth, higher unemployment this year

The latest economic projections, going through 2028, factor in the impact of President Donald Trump's tax law, tariffs, and immigration policies.

By Bloomberg
SEC decision on dual-share class funds nears, with major implications for advisors
ETFS SEP 12, 2025
SEC decision on dual-share class funds nears, with major implications for advisors

Where the federal regulator comes down on ETF share classes in mutual funds could have significant consequences for brokerage firms and RIAs.

By Leo Almazora
Klarna CEO's $1B stock pledge pays off with surge in wealth
EQUITIES SEP 12, 2025
Klarna CEO's $1B stock pledge pays off with surge in wealth

The founder of the fintech giant's decision to put up company stock against a loan offers a glimpse into how the ultra-rich can leverage their assets.

By Bloomberg