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Global bonds on course to erase 2023 losses
FIXED INCOME NOV 15, 2023
Global bonds on course to erase 2023 losses

Index reveals biggest one-day jump since March amid rates expectations.

By Bloomberg
Is 50/30/20 the new 60/40?
ALTERNATIVES NOV 14, 2023
Is 50/30/20 the new 60/40?

Alternatives asset manager says strategy is outdated but CIO argues talk of its demise is premature.

By Josh Welsh
CPI surprise boosts hopes Fed hiking cycle is over
EQUITIES NOV 14, 2023
CPI surprise boosts hopes Fed hiking cycle is over

‘The last of investors not convinced the Fed is done are likely throwing in the towel,' a portfolio manager says.

By Bloomberg
GWG bond debacle reveals limits in investor protection
ALTERNATIVES NOV 14, 2023
GWG bond debacle reveals limits in investor protection

Titan Securities is already among the departed. It's not footing the bill for its own funeral.

By Bruce Kelly
Stocks rise as markets await US inflation report
EQUITIES NOV 14, 2023
Stocks rise as markets await US inflation report

Traders are betting that CPI eased in October which should mean rates have peaked.

By Bloomberg
EM bond sales rebound with $20B in dollar notes
EMERGING MARKETS NOV 13, 2023
EM bond sales rebound with $20B in dollar notes

Lower US Treasury yields meant more favorable borrowing costs for emerging markets.

By Bloomberg
Long-term care: An uncomfortable but necessary conversation
RETIREMENT PLANNING NOV 09, 2023
Long-term care: An uncomfortable but necessary conversation

Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.

By Emile Hallez
Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard
ETFS NOV 09, 2023
Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard

The investment firm has shared its latest ETF perspectives and trends.

By Steve Randall
Bitcoin at 18-month high as ETF approval window opens
ETFS NOV 09, 2023
Bitcoin at 18-month high as ETF approval window opens

The cryptocurrency was trading above $36K early Thursday as investors weighed potential green light for funds.

By Bloomberg
ESG veteran warns of multiyear purge for ESG, with ETFs next
ETFS NOV 09, 2023
ESG veteran warns of multiyear purge for ESG, with ETFs next

Sustainability-focused investors could be facing even tougher times ahead.

By Bloomberg
Rising rates have advisors sprinting toward private credit 
FIXED INCOME NOV 08, 2023
Rising rates have advisors sprinting toward private credit 

Such investments also address American banks’ declining interest in making smaller, less-liquid loans since the 2008 financial crisis.

By Gregg Greenberg
Clients win another GWG bond claim, this time against B-D
ALTERNATIVES NOV 07, 2023
Clients win another GWG bond claim, this time against B-D

"We don’t agree with the decision but, with Finra arbitration, there is no appeal," says William H. McCance, president of Ages Financial Services.

By Bruce Kelly
Abacus Life partners with Dynasty Financial Partners for new wealth division
LIFE INSURANCE AND ANNUITIES NOV 07, 2023
Abacus Life partners with Dynasty Financial Partners for new wealth division

The firm will offer clients comprehensive financial planning services.

By Steve Randall
Stocks decline as hopes of quick Fed rate cuts fade
EQUITIES NOV 07, 2023
Stocks decline as hopes of quick Fed rate cuts fade

Minneapolis Fed chair raises doubts but what will Jerome Powell say this week?

By Bloomberg
Cathie Wood eases back on significant Roku holding
EQUITIES NOV 07, 2023
Cathie Wood eases back on significant Roku holding

It's the first time since August that Ark Investment Management has sold the streamer's stock.

By Bloomberg
Robert W. Baird agrees to pay clients $520K for mutual fund charges
INDEPENDENT BROKER DEALERS NOV 06, 2023
Robert W. Baird agrees to pay clients $520K for mutual fund charges

The settlement with Baird stems from Finra's 2020 targeted examination regarding rights of reinstatement.

By Bruce Kelly
2023 Women to Watch Portfolio Manager of the Year 
ETFS NOV 06, 2023
2023 Women to Watch Portfolio Manager of the Year 

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Portfolio Manager of the Year category.

By InvestmentNews
Why alternatives are a key focus for institutions managing $100M-plus
ALTERNATIVES NOV 06, 2023
Why alternatives are a key focus for institutions managing $100M-plus

Morgan Stanley's Graystone Consulting shares inaugural institutional investment study.

By Steve Randall
The insurance industry really doesn't like the DOL's proposed rule
RETIREMENT PLANNING NOV 02, 2023
The insurance industry really doesn't like the DOL's proposed rule

Independent agents who sell annuities could be fiduciaries for the first time.

By Emile Hallez
Real estate firm that raised money through IBDs blows up
ALTERNATIVES NOV 01, 2023
Real estate firm that raised money through IBDs blows up

Bellevue, Washington-based iCap focused on developing apartment buildings and stand-alone real estate.

By Bruce Kelly