Investing

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Goldman Sachs: Family offices favor men's sports investing more than 3-to-1 over women's sports
ALTERNATIVES SEP 12, 2025
Goldman Sachs: Family offices favor men's sports investing more than 3-to-1 over women's sports

Amid recent $10 billion pro team valuations, Goldman Sachs' report highlights both the growth and gap in sports investing.

By Andrew Cohen
Advisors and investors at odds over inflation and bonds, Vanguard survey finds
FIXED INCOME SEP 12, 2025
Advisors and investors at odds over inflation and bonds, Vanguard survey finds

Advisors expect stability while investors brace for higher inflation and volatile bond.

By Steve Randall
BlackRock, Franklin Templeton deepen push into tokenization
ALTERNATIVES SEP 11, 2025
BlackRock, Franklin Templeton deepen push into tokenization

The giant asset managers are advancing further into the digital asset space, with Franklin teaming up with crypto exchange giant Binance to develop novel products.

By Leo Almazora
Rapid growth seen for interval funds: Cerulli 
RETIREMENT PLANNING SEP 11, 2025
Rapid growth seen for interval funds: Cerulli 

While RIA uptake has been significant, a new Cerulli report asks whether the momentum in interval funds can continue as new entrants go up against ETFs and CITs.

By Leo Almazora
Inflation jumps to 2.9% in August as jobless claims surge, muddying Fed outlook
FIXED INCOME SEP 11, 2025
Inflation jumps to 2.9% in August as jobless claims surge, muddying Fed outlook

A double dose of data from the BLS shows an intensifying struggle between the two ends of the central bank's dual mandate.

By Leo Almazora
Retail investors reignite faith in US markets as optimism returns
EQUITIES SEP 11, 2025
Retail investors reignite faith in US markets as optimism returns

Global portfolios are tilting back to US assets despite local concerns.

By Steve Randall
Move over, Musk: Larry Ellison takes over as world's richest person
EQUITIES SEP 10, 2025
Move over, Musk: Larry Ellison takes over as world's richest person

The co-founder of Oracle's net worth is now nearly $400 billion.

By Leo Almazora
Bahamas-based fund adviser, firms agree to multimillion-dollar SEC settlement over fund misrepresentations
ALTERNATIVES SEP 10, 2025
Bahamas-based fund adviser, firms agree to multimillion-dollar SEC settlement over fund misrepresentations

The former Colorado resident allegedly caused private funds his firms advised to make detrimental short-term loans without investors' knowledge, among other fiduciary breaches.

By Leo Almazora
ETFs have surpassed US stocks; how can advisors pivot?
ETFS SEP 10, 2025
ETFs have surpassed US stocks; how can advisors pivot?

With more ETFs than US stocks now trading, strategists say cybersecurity, energy infrastructure, and animal care rank among the most viable themes for ETF investing.

By Andrew Cohen
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients
ALTERNATIVES SEP 10, 2025
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients

Baird will take a minority stake in the Canadian asset manager as part of the deal.

By Steve Randall
Judge gives blessing to $25M settlement in Vanguard target-date fund tax lawsuit
RETIREMENT PLANNING SEP 09, 2025
Judge gives blessing to $25M settlement in Vanguard target-date fund tax lawsuit

The approved compensation would be on top of an even larger $133 million fair fund set up in a related SEC settlement, according to lawyers for the aggrieved investors.

By Leo Almazora
BLS revises jobs growth data downward by 911,000, raising more question marks around labor market
FIXED INCOME SEP 09, 2025
BLS revises jobs growth data downward by 911,000, raising more question marks around labor market

The annual revision, indicating 76,000 fewer jobs added per month across sectors, marks one of the largest negative adjustments in years.

By Leo Almazora
Nasdaq seeks SEC nod for tokenized stock trading
EQUITIES SEP 08, 2025
Nasdaq seeks SEC nod for tokenized stock trading

The New York-based exchange's bid to trade tokenized versions of listed stocks and funds comes as Washington signals a friendlier stance toward digital assets.

By Leo Almazora
iCapital takes on private-market liquidity challenge with strategic investment in Tangible Markets
ALTERNATIVES SEP 08, 2025
iCapital takes on private-market liquidity challenge with strategic investment in Tangible Markets

The integration into iCapital's platform will give advisors and qualified investors a means to rebalance portfolios through a robust buyer-seller network.

By Leo Almazora
Gen X lags as retirement confidence gap widens, BlackRock survey finds
RETIREMENT PLANNING SEP 08, 2025
Gen X lags as retirement confidence gap widens, BlackRock survey finds

Latest annual research sheds light on demographic disparities, as well as the rising role of guaranteed income and alternative investments in workplace retirement plans.

By Leo Almazora
Franklin Templeton taps former BlackRock executive Daniel Gamba in leadership shakeup
ALTERNATIVES SEP 08, 2025
Franklin Templeton taps former BlackRock executive Daniel Gamba in leadership shakeup

The global asset manager's latest hire, most recently with Northern Trust, arrives as it looks to extend its reach into the private market space.

By Leo Almazora
Bank of America sees two Fed rate cuts this year vs. none before
WIREHOUSES SEP 05, 2025
Bank of America sees two Fed rate cuts this year vs. none before

The banking giant has given up its holdout position among Wall Street lenders as new jobs data from August show "clearer evidence of deterioration."

By Bloomberg
Tesla offers unprecedented $1 trillion pay package to Musk
EQUITIES SEP 05, 2025
Tesla offers unprecedented $1 trillion pay package to Musk

The proposed 10-year incentive plan would entail growing the company eightfold to $8.5 trillion, more than double Nvidia's current market cap.

By Bloomberg
Why asset-based finance could be the next essential tool for RIAs
ALTERNATIVES SEP 04, 2025
Why asset-based finance could be the next essential tool for RIAs

Blake Eger, head of private credit at Saluda Grade, makes the case for a bright ABF future

By Steve Randall
Citi taps BlackRock to manage $80B in wealth assets, deepen tech partnership
ALTERNATIVES SEP 04, 2025
Citi taps BlackRock to manage $80B in wealth assets, deepen tech partnership

The bank's alliance with the asset management behemoth will see Citi unveil a new customized portfolio offering for clients across nearly 100 countries.

By Leo Almazora