Investing

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Want to go RIA with annuities? Here’s where to start
RIA NEWS MAY 02, 2024
Want to go RIA with annuities? Here’s where to start

Ditching your legacy annuities when going independent used to be commonplace but there are now more options, says industry insiders.

By Josh Welsh
Hedge funds are making a run for safety, says Goldman
ALTERNATIVES MAY 02, 2024
Hedge funds are making a run for safety, says Goldman

Portfolio positioning data show a shift toward defensive stocks as investing pros turn skittish on rate uncertainty.

By Bloomberg
The life insurance need gap has hit a record high
LIFE INSURANCE AND ANNUITIES MAY 02, 2024
The life insurance need gap has hit a record high

Limra research finds more Americans than ever see a need for more coverage, but lack of knowledge still holds them back.

By Leo Almazora
Barred Texas broker sold GPB fund without a license: SEC
ALTERNATIVES MAY 02, 2024
Barred Texas broker sold GPB fund without a license: SEC

"The only way to really address recidivism is through bringing criminal cases," one attorney said.

By Bruce Kelly
Cetera arms advisors with active ETF guidance
PRACTICE MANAGEMENT MAY 02, 2024
Cetera arms advisors with active ETF guidance

The broker-dealer and RIA network’s vetted list provides intel on active ETFs across equity, fixed income, and alternative asset classes.

By Leo Almazora
Bond mutual funds rake in $108B to snap two-year flows drought
ETFS MAY 01, 2024
Bond mutual funds rake in $108B to snap two-year flows drought

The script has flipped in fixed income as figures show ETFs lagging mutual fund flows, with the bulk going to active bond funds.

By Bloomberg
For retirement-age investors, it’s about keeping their nest eggs safe
RETIREMENT PLANNING MAY 01, 2024
For retirement-age investors, it’s about keeping their nest eggs safe

Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.

By Leo Almazora
DC plans aren’t diving into the private markets
RETIREMENT PLANNING MAY 01, 2024
DC plans aren’t diving into the private markets

Despite the popularity of private credit and PE, Cerulli research finds obstacles blocking their wider adoption in 401(k) retirement plans.

By Leo Almazora
Alti Global taps tech VC vet for new private-market strategy
ALTERNATIVES MAY 01, 2024
Alti Global taps tech VC vet for new private-market strategy

The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.

By Leo Almazora
Lack of progress on inflation forces hawkish Fed hold
FIXED INCOME MAY 01, 2024
Lack of progress on inflation forces hawkish Fed hold

Policymakers at the US central bank raise fresh concerns around price pressures.

By Bloomberg
As home prices climb again, it’s cheaper to rent in the largest metros
ALTERNATIVES MAY 01, 2024
As home prices climb again, it’s cheaper to rent in the largest metros

Buying a home remains an aspiration but perhaps the time isn’t right?

By Steve Randall
"Cold April" shows muni bonds not immune to Fed talk
FIXED INCOME APR 30, 2024
"Cold April" shows muni bonds not immune to Fed talk

Investors’ doused sentiment around rate cuts leaks into market for munis, which posted their worst record since September.

By Bloomberg
Macro-proof tech trade smashes ETF records
ETFS APR 30, 2024
Macro-proof tech trade smashes ETF records

Tech ETFs have hoovered up some $9B so far this year as investors embrace the idea of megacaps’ endurance through economic cycles.

By Bloomberg
Unwanted crypto gifts a headache for bitcoin ETF firms
ALTERNATIVES APR 29, 2024
Unwanted crypto gifts a headache for bitcoin ETF firms

Handcuffed by regulation, crypto ETF issuers are stuck with virtual assets that inadvertently made their way into their wallets.

By Leo Almazora
Jackson spices up RILA suite with new add-on
LIFE INSURANCE AND ANNUITIES APR 29, 2024
Jackson spices up RILA suite with new add-on

The leading annuity provider’s new income option allows investors added flexibility in building guaranteed lifetime income.

By Leo Almazora
Gold in flux as investors await Fed meeting
ALTERNATIVES APR 29, 2024
Gold in flux as investors await Fed meeting

Following a 13 percent advance this year, the price of the yellow metal wavered as traders weigh the odds of harmful rate hikes.

By Bloomberg
Despite doubts on retail, private market allocations primed for growth
ALTERNATIVES APR 29, 2024
Despite doubts on retail, private market allocations primed for growth

State Street report points to continuing shift in portfolios as infrastructure and private debt appetite proves robust among investors.

By Leo Almazora
Blackstone makes more real estate moves
ALTERNATIVES APR 26, 2024
Blackstone makes more real estate moves

"Interest rates aren’t going down anytime soon," said James Corl of Cohen & Steers.

By Bruce Kelly
Most workers, retirees have retirement income confidence
RETIREMENT PLANNING APR 26, 2024
Most workers, retirees have retirement income confidence

New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.

By Leo Almazora
US annuities set rapid pace in first quarter
LIFE INSURANCE AND ANNUITIES APR 25, 2024
US annuities set rapid pace in first quarter

Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.

By Leo Almazora