SailGP, the global sailing league founded by Larry Ellison, has added $3 billion RIA and multi-family office Certuity as an investor in its Italy team as the firm expands its focus on emerging sports following earlier investments in NBA franchises.
Withdrawals from home equity lines of credit are at a 17 year high.
Concerns over the US fiscal outlook continued to dog government bonds after they notched their first monthly decline for the year in May.
Report reveals slowdown in dealmaking and pressure on exits.
Firms announce senior appointments to strengthen insights
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
Analytical framework reveals high-yield bond benchmarks outperforming private credit's internal rate of return over a four-decade period.
Stock success stories are facing resistance as diversification triggers massive tax fallout.
Michael Henley outlines how he augments his core portfolios with alternative strategies.
Financial advisors are preparing client portfolios for potentially higher inflation due to tariffs.
Filing for new ETF suite, which includes one following Michael Burry, takes a slightly different tack to the broader push to democratize "smart" institutional investors' strategies.
The Federal Reserve's favored inflation measure rises just 0.1%, opening the door slightly wider to rate cuts.
The firm's potential next CEO sees a "somewhat concerning" fiscal picture developing as 30-year Treasury rates flirt with a historic high.
Advisors confirm the findings of a recent Nuveen survey that showed an uptick in demand for guaranteed income in retirement.
US Court of International Trade decision raises many questions.
Long-term gifting plans remain as wealthy clients stay focused.
Asset managers filing to launch dual share-class mutual funds, creating an ETF sleeve for existing strategies, could end up eroding key benefits of the wrapper.
In regards to the new fund, called WVB All Markets Fund, Morningstar analysts wrote that, "despite the brand-name pedigree of the asset managers involved, most of these strategies are untested."
The latest launches in 2025, which include leveraged strategies, cryptocurrency, and active funds, mark a sharp turn from the passive revolution envisioned by Jack Bogle.
Money Anxiety Index creator Dr. Dan Geller talks with InvestmentNews to explain.
