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Five-year bonds a buy on "rare soft landing," says Pimco
FIXED INCOME OCT 09, 2024
Five-year bonds a buy on "rare soft landing," says Pimco

With the Federal Reserve poised to achieve an economic feat, the fixed income giant sees a sweet spot in middle-of-the-curve securities.

By Bloomberg
Crypto.com files suit against SEC after Wells Notice
ALTERNATIVES OCT 08, 2024
Crypto.com files suit against SEC after Wells Notice

Crypto trading platform fires back against a legal threat by the regulator, contending it has "unilaterally expanded its jurisdiction beyond statutory limits."

By Bloomberg
Why alternatives expertise is essential for HNW advisors
ALTERNATIVES OCT 08, 2024
Why alternatives expertise is essential for HNW advisors

Survey of advisors and high-net-worth investors points to education, recommendations as vital drivers in relationships.

By Leo Almazora
Short-term muni bonds swoon after jobs change rate cut calculus
FIXED INCOME OCT 07, 2024
Short-term muni bonds swoon after jobs change rate cut calculus

Strategists see the front end of debt curve moving in sync with expectations on Federal Reserve movements.

By Bloomberg
Time to take some chips off the table
EQUITIES OCT 07, 2024
Time to take some chips off the table

CEO says S&P 500's rate of growth, led by the top 10 names, is unsustainable.

By Chris Davis
Destiny Wealth Partners: RIA Team of the Year shares keys to success
ALTERNATIVES OCT 07, 2024
Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

By InvestmentNews Staff
After $1.8T active fund exodus, has the investment industry reached peak passive?
ALTERNATIVES OCT 07, 2024
After $1.8T active fund exodus, has the investment industry reached peak passive?

New Deloitte outlook offers insights on active ETFs, alternatives' mixed performance, and advisors' role in the rise of private credit.

By Leo Almazora
"Dumb buying"? Costco gold bars a hot commodity as bullion prices break records
ALTERNATIVES OCT 07, 2024
"Dumb buying"? Costco gold bars a hot commodity as bullion prices break records

The big-box retailer has become an unlikely hotspot for gold fever, with enchanted Americans looking to ride the yellow metal's rally.

By Bloomberg
Orion deepens Capital Group alliance with ETF portfolio tie-up
FINTECH OCT 04, 2024
Orion deepens Capital Group alliance with ETF portfolio tie-up

The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.

By Leo Almazora
How to help high-net-worth clients save on soaring insurance costs
LIFE INSURANCE AND ANNUITIES OCT 04, 2024
How to help high-net-worth clients save on soaring insurance costs

A HUB International strategist offers tips for reducing skyrocketing insurance bills.

By Gregg Greenberg
Fidelity's next trick: a muni bond fund-to-ETF flip
ETFS OCT 03, 2024
Fidelity's next trick: a muni bond fund-to-ETF flip

The firm's plans to convert two of its municipal bond mutual funds follows similar moves by rivals including BlackRock.

By Bloomberg
US ETFs surge past $10T in September
ETFS OCT 03, 2024
US ETFs surge past $10T in September

Inflows of $57B into equity strategies plus a record-setting rush into fixed income drove the ETF milestone.

By Leo Almazora
'China dragons' ETF takes flight on Wall Street
EMERGING MARKETS OCT 03, 2024
'China dragons' ETF takes flight on Wall Street

The fund tracking offering exposure to nine Chinese mega tech names comes after a record rally in the emerging country's stock market.

By Bloomberg
Two-pronged combo can balance retirement income and liquidity, says T. Rowe Price
LIFE INSURANCE AND ANNUITIES OCT 03, 2024
Two-pronged combo can balance retirement income and liquidity, says T. Rowe Price

Investment manager's white paper suggests a rethink for 'common misunderstanding'.

By Steve Randall
Will gold continue to shine through year end?
EQUITIES OCT 02, 2024
Will gold continue to shine through year end?

The Fed's rate cut boosted gold, but strategists say that's not the only reason to own the yellow metal.

By Gregg Greenberg
Advisors and clients aren't clicking on retirement planning
RETIREMENT PLANNING OCT 02, 2024
Advisors and clients aren't clicking on retirement planning

Survey data show crucial communication gaps between financial professionals and investors on protected income, annuities, social security and more.

By Leo Almazora
Trump-led GOP sweep likely best case for US stocks, say RBC analysts
EQUITIES OCT 02, 2024
Trump-led GOP sweep likely best case for US stocks, say RBC analysts

Strategists see the most bullish outcome from a Republican victory, though election volatility would be the biggest X factor.

By Bloomberg
Columbia set to join other Ivy League names in muni debt market
FIXED INCOME OCT 01, 2024
Columbia set to join other Ivy League names in muni debt market

The prestigious college will be the latest in a boom of universities jumping into the muni bond space with a $500M offering of tax-exempt and taxable securities.

By Bloomberg
LTCM vet Haghani enters the ETF fray
ETFS SEP 30, 2024
LTCM vet Haghani enters the ETF fray

The move extends the growing parade of high-profile personalities and star strategists putting their names behind the popular investment vehicle.

By Bloomberg
Altruist rolls out modern fixed-income trading tool for RIAs
FINTECH SEP 30, 2024
Altruist rolls out modern fixed-income trading tool for RIAs

The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.

By Leo Almazora