Investing

Displaying 16181 results
Wells Fargo Advisors highlights bump in  compensation for $1M producers
ALTERNATIVES DEC 12, 2023
Wells Fargo Advisors highlights bump in compensation for $1M producers

The wirehouse is emphasizing better pay for advisors who sell alternative investments and offer loans to clients.

By Bruce Kelly
Consumer prices pick up in bumpy path down for inflation
FIXED INCOME DEC 12, 2023
Consumer prices pick up in bumpy path down for inflation

New data reinforces Fed’s determination to keep interest rates elevated.

By Bloomberg
Is there an ETF version of that? Mutual funds fall out of favor with advisors
ETFS DEC 11, 2023
Is there an ETF version of that? Mutual funds fall out of favor with advisors

Tax efficient and usually cheaper, ETFs are gaining ground in portfolios, including active products.

By Emile Hallez
Goldman revamps private credit leadership
ALTERNATIVES DEC 11, 2023
Goldman revamps private credit leadership

The firm is focusing more resources on the sector as it seeks to double the size of its business.

By Bloomberg
High-net-worth individuals and families have worrying gaps in their financial security
RETIREMENT PLANNING DEC 11, 2023
High-net-worth individuals and families have worrying gaps in their financial security

New report shows lack of protection for possessions, data and reputation.

By Steve Randall
Jobs market strengthens in November, defying forecasts
FIXED INCOME DEC 08, 2023
Jobs market strengthens in November, defying forecasts

The report undermines hopes the Federal Reserve will cut interest rates early next year.

By Bloomberg
Individual annuity sales to surpass $300B annually, says Limra
RETIREMENT PLANNING DEC 08, 2023
Individual annuity sales to surpass $300B annually, says Limra

Sales will escalate in 2024 and 2025 according to a new forecast.

By Steve Randall
Most people value a financial advisor; the challenge is signing them up
RETIREMENT PLANNING DEC 08, 2023
Most people value a financial advisor; the challenge is signing them up

Allianz study reveals substantial gap between aspiration and action.

By Steve Randall
Rising bonds could mean equities fall in early 2024, says BofA
EQUITIES DEC 08, 2023
Rising bonds could mean equities fall in early 2024, says BofA

The bank’s bearish strategist sees a weakened stock market if bonds rally endures into the new year.

By Bloomberg
Criticism of Blackstone mortgage REIT shows 'froth' draining from market
ALTERNATIVES DEC 07, 2023
Criticism of Blackstone mortgage REIT shows 'froth' draining from market

Financial advisors often recommend REITs as a way to generate income in retirement.

By Bruce Kelly
Bond rally stalls ahead of US jobs data
FIXED INCOME DEC 07, 2023
Bond rally stalls ahead of US jobs data

Japanese debt also in focus as investors take a pause on fast-growing bond market.

By Bloomberg
Is now the time to buy quality China debt?
FIXED INCOME DEC 07, 2023
Is now the time to buy quality China debt?

Citi sees value in nation's credit with potential to outperform US peers in 2024.

By Bloomberg
Sovereign bond issuers lack climate ambition, says $5B investor group
RIA NEWS DEC 07, 2023
Sovereign bond issuers lack climate ambition, says $5B investor group

Alliance says US and Canada among nations falling short on climate finance.

By Bloomberg
Diversification beyond borders: Exploring global markets
OPINION DEC 06, 2023
Diversification beyond borders: Exploring global markets

Emerging markets present high growth potential and unique opportunities to diversify, but they also come with higher risk than domestic markets.

By Josh Markman
Global bond rally continues as markets eye rate cuts
FIXED INCOME DEC 06, 2023
Global bond rally continues as markets eye rate cuts

Traders are anticipating a wave of rate cuts in 2024.

By Bloomberg
Bitcoin nears $44K following six-day climb
ALTERNATIVES DEC 06, 2023
Bitcoin nears $44K following six-day climb

Looser monetary policy bets and hope for spot bitcoin ETF approval are key drivers.

By Bloomberg
Repo market spikes, but remember 2019?
FIXED INCOME DEC 06, 2023
Repo market spikes, but remember 2019?

Memories of market turmoil are being sparked by current frenzy.

By Bloomberg
'Annuity Yoda' sees an industry that could be more thoughtful
LIFE INSURANCE AND ANNUITIES DEC 05, 2023
'Annuity Yoda' sees an industry that could be more thoughtful

Tamiko Toland, a force in the annuities business, recently started a consulting firm.

By Emile Hallez
DPL Financial Partners doubles annuity sales to $2B in little more than a year
LIFE INSURANCE AND ANNUITIES DEC 05, 2023
DPL Financial Partners doubles annuity sales to $2B in little more than a year

Breakaway fiduciary practices have helped accelerate the firm's sales.

By Steve Randall
Goldman strategist says stock rally is now 'out of gas'
EQUITIES DEC 05, 2023
Goldman strategist says stock rally is now 'out of gas'

Scott Rubner says that investors should add portfolio hedges.

By Bloomberg