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Mutual funds make a comeback in February, Cerulli says
ETFS APR 02, 2024
Mutual funds make a comeback in February, Cerulli says

Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.

By Leo Almazora
Luma forges annuity management alliance with Pershing
CUSTODIAN APR 02, 2024
Luma forges annuity management alliance with Pershing

The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.

By Leo Almazora
Strategist sees 10-year AI super-cycle taking Dow to 100K
EQUITIES APR 02, 2024
Strategist sees 10-year AI super-cycle taking Dow to 100K

Don’t fret if you think you’ve missed the rally – there’s still a ways to go, says James Demmert of Main Street Research.

By Gregg Greenberg
Bonds decline as traders weigh fewer Fed rate cuts
FIXED INCOME APR 02, 2024
Bonds decline as traders weigh fewer Fed rate cuts

This week's jobs data could confirm expectations that Fed rate cuts will be scaled back.

By Bloomberg
Trump net worth down $1B as media firm tumbles 21%
EQUITIES APR 02, 2024
Trump net worth down $1B as media firm tumbles 21%

Interest in the firm has eased since its SPAC-based launch last week.

By Bloomberg
Home insurance premiums heading still higher
LIFE INSURANCE AND ANNUITIES APR 01, 2024
Home insurance premiums heading still higher

The average premium for homeowners insurance is expected to rise 6 percent this year, following an increase of roughly 20 percent over the past two years, amid intensifying natural disasters.

By Bloomberg
WealthVest adds new wholesale team to add to growing Aspida annuities sales
RETIREMENT PLANNING APR 01, 2024
WealthVest adds new wholesale team to add to growing Aspida annuities sales

The team will be the exclusive distributor of the products across 49 states.

By Steve Randall
Is the global battle against obesity an opportunity for investors?
ETFS APR 01, 2024
Is the global battle against obesity an opportunity for investors?

Niche issuer refocuses thematic fund on the growing problem.

By Steve Randall
Stocks rise as US inflation data still suggest rate cuts
EQUITIES APR 01, 2024
Stocks rise as US inflation data still suggest rate cuts

As rise in key measure cools, investors bet Fed will cut this year.

By Bloomberg
Record high for gold as trio of drivers converge
ALTERNATIVES APR 01, 2024
Record high for gold as trio of drivers converge

Rate bets, geopolitics and demand all supporting gains.

By Bloomberg
Actively managed emerging-market ETFs capture outsize share of flows
ETFS MAR 31, 2024
Actively managed emerging-market ETFs capture outsize share of flows

Developing nation stocks are trading at a discount of about 43 percent compared to peers in the US, just shy of the biggest valuation gap on record.

By Bloomberg
Should advisors be making portfolio bets ahead of Biden-Trump rematch?
EQUITIES MAR 27, 2024
Should advisors be making portfolio bets ahead of Biden-Trump rematch?

'Of the last 20 election years, only the years 2000 and 2008 produced negative years, and those were attributable to asset bubbles rather than politics,' an advisor says.

By Gregg Greenberg
Stocks subdued as market seeks catalysts
EQUITIES MAR 27, 2024
Stocks subdued as market seeks catalysts

It's a short week for many regions due to Easter weekend.

By Bloomberg
Trump Media is one of most expensive short trades right now
EQUITIES MAR 27, 2024
Trump Media is one of most expensive short trades right now

Former president's public company was launched via a SPAC this week.

By Bloomberg
Eaglebrook inks new crypto partnership with Franklin Templeton
ALTERNATIVES MAR 26, 2024
Eaglebrook inks new crypto partnership with Franklin Templeton

The digital asset investment platform’s new bitcoin and ether SMA strategy builds on a relationship forged in 2022.

By Leo Almazora
Retirees in target-date funds still recovering from 2022
RETIREMENT PLANNING MAR 26, 2024
Retirees in target-date funds still recovering from 2022

Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.

By Emile Hallez
Repeat flubs at Stifel over complex products: Finra
ALTERNATIVES MAR 26, 2024
Repeat flubs at Stifel over complex products: Finra

Stifel broker-dealers agree to fines and restitution of almost $3 million as a result of shortcomings in supervision and compliance related to sales of non-traditional exchange-traded products.

By Bruce Kelly
Shaking up the 60/40 portfolio
ALTERNATIVES MAR 26, 2024
Shaking up the 60/40 portfolio

The importance of diversification, like your health, only reveals itself in bad times, advisor says.

By Emily Douglas
Bitcoin volatility is more pronounced in US trading hours
ALTERNATIVES MAR 26, 2024
Bitcoin volatility is more pronounced in US trading hours

The cryptocurrency has gained 154% in the last 12 months.

By Bloomberg
Sustainability-linked bond market worth $280B isn't working
FIXED INCOME MAR 26, 2024
Sustainability-linked bond market worth $280B isn't working

Report from CBI says most are not aligned with global climate goals.

By Bloomberg