Investing

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FusionIQ partnership broadens regulated crypto access for advisors
ALTERNATIVES FEB 16, 2024
FusionIQ partnership broadens regulated crypto access for advisors

The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.

By Leo Almazora
SEC fines VanEck $1.75M over ETF finfluencer promotion
ETFS FEB 16, 2024
SEC fines VanEck $1.75M over ETF finfluencer promotion

While the SEC doesn't name the influencer, Dave Portnoy, founder of the website Barstool Sports, partnered with VanEck during the fund's launch.

By Leo Almazora
New milestone for listings as BlackRock launches iShares ETFs on Cboe Australia
ETFS FEB 16, 2024
New milestone for listings as BlackRock launches iShares ETFs on Cboe Australia

Cboe has ambitions to build a global listings service.

By Steve Randall
Ex-Osaic veteran advisor barred by Finra
ALTERNATIVES FEB 15, 2024
Ex-Osaic veteran advisor barred by Finra

'A lawyer may tell an advisor like this, there's no upside in responding to Finra, just leave the industry,' says a senior brokerage executive.

By Bruce Kelly
Closures of ESG ETFs pick up amid political backlash
ETFS FEB 15, 2024
Closures of ESG ETFs pick up amid political backlash

Thirty-six sustainable ETFs were liquidated in the Americas last year, more than double the prior year.

By Bloomberg
Finra fines Morgan Stanley $1.6M over muni transaction shortfalls
WIREHOUSES FEB 15, 2024
Finra fines Morgan Stanley $1.6M over muni transaction shortfalls

Broker-dealer self-regulator finds pattern of gross supervisory failure involving municipal securities over a five-year period.

By Leo Almazora
Earnings help stocks advance in early trade Thursday
EQUITIES FEB 15, 2024
Earnings help stocks advance in early trade Thursday

Big tech helped US market gain in previous session.

By Bloomberg
Alt managers’ push to advisors hits resistance at some B-Ds
ALTERNATIVES FEB 14, 2024
Alt managers’ push to advisors hits resistance at some B-Ds

‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.

By Bruce Kelly
iCapital expand advisors’ access to alternatives platform
ALTERNATIVES FEB 14, 2024
iCapital expand advisors’ access to alternatives platform

Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.

By Leo Almazora
CPI print wiped up last of recent gains for global bonds
FIXED INCOME FEB 14, 2024
CPI print wiped up last of recent gains for global bonds

Hopes have faded that central banks will make early rate cuts.

By Bloomberg
Don't expect actively managed ETF trend to slow
ETFS FEB 13, 2024
Don't expect actively managed ETF trend to slow

An overwhelming 73% of the new ETFs rolled out last year were actively managed.

By Gregg Greenberg
Alts winning out as family offices evolve their strategies
ALTERNATIVES FEB 13, 2024
Alts winning out as family offices evolve their strategies

A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.

By Leo Almazora
State Street aims to grow model portfolio business fivefold
ETFS FEB 13, 2024
State Street aims to grow model portfolio business fivefold

The asset manager is targeting 'north of $25 billion' of assets in its model portfolios over the next five to six years, up from roughly $5 billion currently.

By Bloomberg
Target-date funds hit $3.5T in record surge
RETIREMENT PLANNING FEB 13, 2024
Target-date funds hit $3.5T in record surge

Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.

By Leo Almazora
BlackRock opens its biggest ETF to proxy voting choice
ETFS FEB 13, 2024
BlackRock opens its biggest ETF to proxy voting choice

About half the firm's index equity assets are now eligible for its pilot Voting Choice program.

By Emile Hallez
Morningstar Wealth strengthens its SMA shelf
ALTERNATIVES FEB 13, 2024
Morningstar Wealth strengthens its SMA shelf

Advisors on the platform now have more options and flexibility to build customized portfolios for clients.

By Leo Almazora
Are advisors missing the opportunity in active fixed-income ETFs?
ETFS FEB 13, 2024
Are advisors missing the opportunity in active fixed-income ETFs?

Survey of financial professionals exposes gaps in understanding, with more favoring active bond funds.

By Leo Almazora
Investors 'all in' on US tech stocks, BofA survey finds
EQUITIES FEB 13, 2024
Investors 'all in' on US tech stocks, BofA survey finds

Allocations to these equities is highest since summer 2020.

By Bloomberg
TIPS ETFs lose $43B as great inflation hedge unwinds
ETFS FEB 12, 2024
TIPS ETFs lose $43B as great inflation hedge unwinds

The pullback points to investors' confidence that the Federal Reserve has gotten inflation under control.

By Bloomberg
The case for ‘retailization’ of alts is getting stronger: BNY Mellon
ALTERNATIVES FEB 12, 2024
The case for ‘retailization’ of alts is getting stronger: BNY Mellon

Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.

By Leo Almazora