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Trump threatens 25% tariffs against Apple unless iPhones made in US
EQUITIES MAY 23, 2025
Trump threatens 25% tariffs against Apple unless iPhones made in US

The tech giant's shares slumped following presidential blowback against its India offshoring strategy.

By Bloomberg
Residential real estate: what’s happening with sales, prices, rents?
ALTERNATIVES MAY 23, 2025
Residential real estate: what’s happening with sales, prices, rents?

Challenging conditions for investors as market remains pressured.

By Steve Randall
Trump's next reckoning: the fixed-income market's fiscal deficit focus
FIXED INCOME MAY 22, 2025
Trump's next reckoning: the fixed-income market's fiscal deficit focus

Bond investors "getting fed up" as passage of GOP-led tax bill amplifies concerns around the country's ballooning national debt.

By Bloomberg
FINRA puts kibosh on David Lerner's sales of proprietary products
ALTERNATIVES MAY 22, 2025
FINRA puts kibosh on David Lerner's sales of proprietary products

For decades, the bulk of the retail brokerage industry has moved away from selling expensive, proprietary funds.

By Bruce Kelly
Trump's 'big beautiful' tax bill squeaks past House
EQUITIES MAY 22, 2025
Trump's 'big beautiful' tax bill squeaks past House

After an extended impasse with an infighting GOP, the president's signature legislation heads to the Senate with late changes to SALT and relief for overtime pay.

By Bloomberg
US government deficit brings warnings from bond market
FIXED INCOME MAY 22, 2025
US government deficit brings warnings from bond market

Pushback comes as tax bill edges closer.

By Bloomberg
Bitcoin at new record high of $110K, traders increasingly bullish
ALTERNATIVES MAY 22, 2025
Bitcoin at new record high of $110K, traders increasingly bullish

Cryptocurrency trailblazer boosted by wave of optimism.

By Bloomberg
What’s stopping retail investors joining a $1.3T alts investment party?
ALTERNATIVES MAY 22, 2025
What’s stopping retail investors joining a $1.3T alts investment party?

Lack of understanding is a key barrier that advisors can help clients overcome

By Steve Randall
30-year Treasury yield breaches 5% level as US debt demand dims
FIXED INCOME MAY 21, 2025
30-year Treasury yield breaches 5% level as US debt demand dims

Following historic Moody's downgrade, softer-than-expected turnout for 20-year bonds sale reflects broader fiscal and economic anxieties.

By Bloomberg
Florida firm hit with six-figure fine for non-compliant RILA recommendations
RETIREMENT PLANNING MAY 21, 2025
Florida firm hit with six-figure fine for non-compliant RILA recommendations

FINRA says AAG Capital failed to maintain oversight in line with Reg BI, leading some life insurance customers to give up death benefits worth over $100,000 more than the cash surrender value.

By Leo Almazora
UnitedHealth's stock plunge raises broader questions on 'buy' calls
EQUITIES MAY 21, 2025
UnitedHealth's stock plunge raises broader questions on 'buy' calls

Just one analyst labeled the healthcare industry bellwether a "sell," going against the grain set by 97% of strategists covering the space.

By Bloomberg
Financial advisors taking little mind of Moody's US downgrade
FIXED INCOME MAY 20, 2025
Financial advisors taking little mind of Moody's US downgrade

Moody's cut its credit rating on US Treasury bonds, but wealth managers don't seem to be overly concerned - at least not yet.

By Gregg Greenberg
Are advisors missing retirees' needs in 'fragile decade'?
RETIREMENT PLANNING MAY 20, 2025
Are advisors missing retirees' needs in 'fragile decade'?

Survey suggests financial professionals are falling behind investors' need for guaranteed income and asset protection in their golden years.

By Leo Almazora
Bonds are losing their 'shock absorber' status, KKR says
ALTERNATIVES MAY 20, 2025
Bonds are losing their 'shock absorber' status, KKR says

The global alternatives giant argues a breakdown in government bonds as a hedge and a "structurally" weaker dollar creates new diversification challenges.

By Bloomberg
SEC looks to revisit private fund investment rules
ALTERNATIVES MAY 19, 2025
SEC looks to revisit private fund investment rules

The agency's new chairman Paul Atkins says "common-sense" review of 23-year-old restrictions could unlock the $31 trillion industry to more investors.

By Bloomberg
S&P 500 slumps as Moody's US downgrade sinks in
EQUITIES MAY 19, 2025
S&P 500 slumps as Moody's US downgrade sinks in

A Friday evening markdown by the Big Four credit rating agency is compounding risks from tariff threats and long-simmering fiscal issues.

By Bloomberg
Suspended broker went all in with alternative investment GWG bonds: FINRA
ALTERNATIVES MAY 16, 2025
Suspended broker went all in with alternative investment GWG bonds: FINRA

"It should be literally impossible for a broker to put 96% of a client's money in any investment," said one attorney.

By Bruce Kelly
Wall Street dollar sentiment stays dour amid lingering trade unease
ALTERNATIVES MAY 16, 2025
Wall Street dollar sentiment stays dour amid lingering trade unease

The greenback's wild slide has continued as erratic US policymaking spurs a "love-hate" relationship with international investors.

By Bloomberg
Investors remain bearish about the US stock market, Schwab reveals
EQUITIES MAY 16, 2025
Investors remain bearish about the US stock market, Schwab reveals

Sentiment remains under pressure as trade, recession concerns endure.

By Steve Randall
ETF fees stall as mutual fund costs keep falling, Morningstar finds
ETFS MAY 15, 2025
ETF fees stall as mutual fund costs keep falling, Morningstar finds

Morningstar says that declining fees saved investors $5.9 billion in fund expenses across ETFs and mutual funds in 2024.

By Andrew Cohen