Investing

Displaying 16866 results
Could active ETFs act as a client acquisition magnet?
PRACTICE MANAGEMENT MAR 27, 2025
Could active ETFs act as a client acquisition magnet?

Actively managed ETFs may offer an edge for advisors courting Gen X, millennial, and Gen Z investors, according to Capital Group.

By Leo Almazora
Vanguard connected with Blackstone, Carlyle on potential private market tie-ups
ALTERNATIVES MAR 27, 2025
Vanguard connected with Blackstone, Carlyle on potential private market tie-ups

The exploratory talks, reported by unnamed sources, speak to a larger trend of traditional asset managers wading further into the alternative assets space.

By Bloomberg
Is your wealth manager still 'buying the dip'?
EQUITIES MAR 26, 2025
Is your wealth manager still 'buying the dip'?

'Buying the dip' has been a winning investing strategy for over a decade. Financial advisors weigh in on whether it will continue to work.

By Gregg Greenberg
Fund fees continue long-term slide as investors favor lower-cost options
ETFS MAR 26, 2025
Fund fees continue long-term slide as investors favor lower-cost options

Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation have played a role.

By Leo Almazora
Investors turn cold on hottest emerging-market ETF as China back in favor
EQUITIES MAR 26, 2025
Investors turn cold on hottest emerging-market ETF as China back in favor

Record redemptions from the ex-China strategy came as money managers consider Beijing's latest stimulus push and Chinese AI optimism.

By Bloomberg
BlackRock boosts private market ambitions with new model portfolios
ALTERNATIVES MAR 26, 2025
BlackRock boosts private market ambitions with new model portfolios

The "first of its kind" customizable portfolios, offered through a UMA, blend the giant asset manager's private strategies with public market access.

By Leo Almazora
Should advisors be preparing for next week's 'Liberation Day'?
PRACTICE MANAGEMENT MAR 25, 2025
Should advisors be preparing for next week's 'Liberation Day'?

President Trump dubbed April 2 as 'Liberation Day' when all his tariff plans will be revealed. Advisors offer their views on the market's latest make-or-break date.

By Gregg Greenberg
Majority of polled financial pros agree annuities make client relationships stickier
RETIREMENT PLANNING MAR 25, 2025
Majority of polled financial pros agree annuities make client relationships stickier

Market volatility, product complexity, and rampant misinformation all drive the case for advisors helping clients get much-needed lifetime income.

By Leo Almazora
Wall Street strategists say the worst is over on stock selloff
EQUITIES MAR 25, 2025
Wall Street strategists say the worst is over on stock selloff

Analysts at JPMorgan and Morgan Stanley point to seasonal factors and investor sentiment as they forecast a period of calm.

By Bloomberg
Best yet to come for ETFs as investors navigate global uncertainty: BBH
ETFS MAR 24, 2025
Best yet to come for ETFs as investors navigate global uncertainty: BBH

Global survey reveals tailwinds for active ETFs and alternative strategies, plus a turning point in cost-conscious investing.

By Leo Almazora
Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs
ETFS MAR 24, 2025
Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs

The restrictions on certain money-market products mark the latest development in the ongoing turf war between ETFs and mutual funds.

By Bloomberg
Financial advisors face dollar dilemma as greenback weakens
MUTUAL FUNDS MAR 24, 2025
Financial advisors face dollar dilemma as greenback weakens

The US dollar has been weakening since the start of the year and that's impacting the investing decisions of wealth managers and their clients' spending choices.

By Gregg Greenberg
CAIS unveils alts model portfolio marketplace for advisors
ALTERNATIVES MAR 24, 2025
CAIS unveils alts model portfolio marketplace for advisors

The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.

By Leo Almazora
AI model under top-ranked fund's hood flashes warning on AI stocks
EQUITIES MAR 24, 2025
AI model under top-ranked fund's hood flashes warning on AI stocks

Despite their recent $2 trillion plunge, Nvidia and other tech mega-caps have been setting off alarms for the trading program since 2023.

By Bloomberg
State Street's Charles River, iCapital team up for innovative UMA solution
ALTERNATIVES MAR 24, 2025
State Street's Charles River, iCapital team up for innovative UMA solution

New platform helps advisors manage public and private assets in one place.

By Steve Randall
Ontario Pension Fund revamps PE business in light of global risk
ALTERNATIVES MAR 21, 2025
Ontario Pension Fund revamps PE business in light of global risk

The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.

By Bloomberg
Crash course: Meltdown in leveraged single-stock ETFs offers harsh lesson for investors
ETFS MAR 21, 2025
Crash course: Meltdown in leveraged single-stock ETFs offers harsh lesson for investors

A plunge in ultra-concentrated strategies, including two funds that have reportedly left investors with $1.7 billion in losses since launch, highlight risks from complex bets.

By Leo Almazora
Bonds rise as cloudy economic path supports case for Fed cuts
FIXED INCOME MAR 20, 2025
Bonds rise as cloudy economic path supports case for Fed cuts

Fed Chair Powell's "slightly less-hawkish tone," downplaying of recession risks while acknowledging elevated uncertainty, helped push down yields on Treasuries.

By Bloomberg
SEC unveils Marketing Rule guidelines around private investments, performance reporting
ALTERNATIVES MAR 20, 2025
SEC unveils Marketing Rule guidelines around private investments, performance reporting

New guidance addresses some areas of ambiguity for investment firms, but they may require a revamp for some materials.

By Leo Almazora
Once-burned hedge funds now shy to short Tesla amid extended stock plunge
EQUITIES MAR 20, 2025
Once-burned hedge funds now shy to short Tesla amid extended stock plunge

Having lost more than $5 billion in the EV carmaker's post-election pop, short-sellers are now weighing whether it's safe to bet against the Elon Musk-led firm again.

By Bloomberg