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BofA sees 'cracks' in foreign demand for Treasuries
FIXED INCOME JUN 16, 2025
BofA sees 'cracks' in foreign demand for Treasuries

Strategists say the "unusual" decline, coming at a time when the dollar is weak, is part of a broader concerning trend of investors lightening their US asset exposure.

By Bloomberg
Active ETFs now outnumber passive funds in industry watershed moment
ETFS JUN 16, 2025
Active ETFs now outnumber passive funds in industry watershed moment

The number of active ETFs has more than doubled in the past five years. 

By Bloomberg
Shakeup at Athene as insurer names veteran Grant Kvalheim CEO
RETIREMENT PLANNING JUN 16, 2025
Shakeup at Athene as insurer names veteran Grant Kvalheim CEO

The firm has also appointed Mike Downing and Sean Brennan as co-presidents to its US operations as it looks to proceed with an ambitious five-year growth plan.

By Leo Almazora
Stocks at risk of 20% plunge in high inflation scenario, RBC says
EQUITIES JUN 16, 2025
Stocks at risk of 20% plunge in high inflation scenario, RBC says

The most bearish case laid out by the Canadian financial giant's analysts includes a "severe" inflation spike to 4%, zero earnings growth, and just two rate cuts by the Federal Reserve.

By Bloomberg
Shaquille O'Neal settles FTX investor lawsuit for $1.8M
ALTERNATIVES JUN 13, 2025
Shaquille O'Neal settles FTX investor lawsuit for $1.8M

The NBA Hall of Famer and TNT broadcast analyst will resolve all allegations without admission of wrongdoing.

By Andy Burt
'Numbskull' or not, wealth managers closely watching Fed Chairman this week
EQUITIES JUN 13, 2025
'Numbskull' or not, wealth managers closely watching Fed Chairman this week

President Trump called Fed Chair Jerome Powell a "numbskull," creating more interest ahead of the next interest rate decision.

By Gregg Greenberg
Trump threatens to 'force something' on interest rates
FIXED INCOME JUN 12, 2025
Trump threatens to 'force something' on interest rates

President also calls Fed Chair Jerome Powell a "numbskull."

By Matthew Sellers
Vanguard seeking SEC green light to expand trademark tax-busting fund design
ETFS JUN 12, 2025
Vanguard seeking SEC green light to expand trademark tax-busting fund design

The Jack Bogle-founded firm is looking to apply its famed dual-share class structure to actively managed strategies.

By Bloomberg
RILAs gain ground amid volatility
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
RILAs gain ground amid volatility

Tariff-driven economic turbulence and stock market volatility could fuel further demand for annuities as a product for investors near retirement age to limit their downside exposure.

By Andrew Cohen
Is the SEC's private fund exemption rule about to change?
ALTERNATIVES JUN 12, 2025
Is the SEC's private fund exemption rule about to change?

House bill seeks inflation-based adjustment to private fund advisor exemption.

BlackRock eyes $400B haul from private markets by 2030
ALTERNATIVES JUN 12, 2025
BlackRock eyes $400B haul from private markets by 2030

The Larry Fink-led asset manager's revenue "aspiration" comes as it aims to secure a top-five spot in the infrastructure and private credit space, according to its CFO.

By Bloomberg
Seeking certainty in an uncertain world
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
Seeking certainty in an uncertain world

Advisors discuss how market volatility is creating demand for the guaranteed income streams provided by annuities.

By Gregg Greenberg
Family offices are reshaping portfolios amid shifting UHNW priorities
EQUITIES JUN 11, 2025
Family offices are reshaping portfolios amid shifting UHNW priorities

Private capital, crypto and collectibles dominate SFO outlook.

By Steve Randall
New wave of crypto ETFs edge closer to launch after SEC scrutiny
ALTERNATIVES JUN 11, 2025
New wave of crypto ETFs edge closer to launch after SEC scrutiny

Asset managers looking to debut Solana-focused funds could get the green light soon as the regulator asks for key amendments.

By Bloomberg
Core inflation lags forecasts for fourth straight month
EQUITIES JUN 11, 2025
Core inflation lags forecasts for fourth straight month

May data suggest consumers have yet to feel the pinch from President Donald Trump's tariffs, raising the odds of a Federal Reserve rate cut.

By Bloomberg
RIAs shifted behavior with ETFs in the first quarter, report reveals
ETFS JUN 11, 2025
RIAs shifted behavior with ETFs in the first quarter, report reveals

Fast-evolving market highlights allocation adjustments for advisors.

By Steve Randall
Wealth managers stick with gold despite silver shining brightly
PRACTICE MANAGEMENT JUN 10, 2025
Wealth managers stick with gold despite silver shining brightly

Silver has outperformed gold in the past month, but few financial advisors are jumping on the silver bandwagon.

By Gregg Greenberg
Musk turns to Morgan Stanley to raise $5 billion while Trump spat rumbles on
FIXED INCOME JUN 10, 2025
Musk turns to Morgan Stanley to raise $5 billion while Trump spat rumbles on

Hybrid loan-and-bond package offers a fixed 12% coupon and is part of a 'best efforts' deal, according to report.

By Matthew Sellers
AI in retail investing set to shake up stock market
EQUITIES JUN 10, 2025
AI in retail investing set to shake up stock market

With Main Street investors now able to trade as fast as some qualitative hedge funds, seismic changes could be ahead for the larger equity market.

By Bloomberg
RILAs bring stability, growth during volatile markets
LIFE INSURANCE AND ANNUITIES JUN 10, 2025
RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

By Gregg Greenberg