Investing

Displaying 16869 results
Trading platform eToro agrees to $1.5M penalty in SEC settlement
ALTERNATIVES SEP 12, 2024
Trading platform eToro agrees to $1.5M penalty in SEC settlement

The retail investing firm is scaling back its crypto offerings after allegedly crossing regulatory lines as an unregistered broker.

By Bloomberg
AssetMark amps up advisor offerings with Morningstar Wealth strategies
FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.

By Leo Almazora
Index funds and advisors give investors a confidence boost
ETFS SEP 12, 2024
Index funds and advisors give investors a confidence boost

Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.

By Leo Almazora
Juiced-up ETFs blamed for market volatility
ETFS SEP 12, 2024
Juiced-up ETFs blamed for market volatility

Analysts from JPMorgan, Morgan Stanley, and Nomura speak out on the aggravating impact of the $117B leveraged and inverse ETF market.

By Bloomberg
The transparency choice for ETFs
ETFS SEP 12, 2024
The transparency choice for ETFs

Money has been pouring into actively managed ETFs and out of active mutual funds, but the future for the products, including semi-transparent ones, is hardly certain.

By Emile Hallez
AI-boom has advisors looking for power plays
EQUITIES SEP 12, 2024
AI-boom has advisors looking for power plays

Soaring power usage due to the AI-revolution is causing wealth managers to look far and wide for energy investments.

By Gregg Greenberg
US firms' dividend boom boosts Q2 payouts to $161.5B
EQUITIES SEP 11, 2024
US firms' dividend boom boosts Q2 payouts to $161.5B

Alphabet and Meta's debut as dividend payers, coupled with corporate earnings growth, added to the bullish picture of American companies rewarding shareholders.

By Leo Almazora
Term life sales on pace for record year, says Limra
LIFE INSURANCE AND ANNUITIES SEP 11, 2024
Term life sales on pace for record year, says Limra

Industry data show term products capturing 20 percent of the US individual market, with $1.5B in premiums over the first six months of 2024

By Leo Almazora
Luxury real estate is the shiny new thing in muni bond markets
MUTUAL FUNDS SEP 11, 2024
Luxury real estate is the shiny new thing in muni bond markets

Demand for luxury junk deals has helped drive outsized returns in high-yield municipal bonds this year, exemplifying a trend that favors developments for the ultra-rich.

By Bloomberg
Trump's social media stock nosedives after debate with Harris
EQUITIES SEP 11, 2024
Trump's social media stock nosedives after debate with Harris

The company's share price plummeted more than 13 percent as investors took a post-mortem of Trump's performance on Tuesday night.

By Leo Almazora
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s
RETIREMENT PLANNING SEP 11, 2024
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s

Nationwide survey research reveals snapshot of sentiments around retirement, economic anxieties, and need for protected income.

By Leo Almazora
Gold edges down as higher core inflation dampens Fed cut expectations
ALTERNATIVES SEP 11, 2024
Gold edges down as higher core inflation dampens Fed cut expectations

Data showing a surprise housing-driven uptick push Treasury yields higher, dimming demand for the yellow metal.

By Bloomberg
'Crypto could become a standard sleeve in diversified portfolios'
ALTERNATIVES SEP 11, 2024
'Crypto could become a standard sleeve in diversified portfolios'

A new report reveals that digital assets are increasingly being recommended by wealth managers.

By Gregg Greenberg
ETFs come back from August volatility to take in $73B in inflows
EQUITIES SEP 10, 2024
ETFs come back from August volatility to take in $73B in inflows

A broad stumble in equity strategies was offset by steadiness in fixed income and momentum in rate-sensitive sectors such as real estate.

By Leo Almazora
The US retirement system need to evolve, says TIAA Institute
RETIREMENT PLANNING SEP 10, 2024
The US retirement system need to evolve, says TIAA Institute

As lifespans get longer and workers' access to DB plans decrease, researchers make the case for a "hybrid" system to support retirees.

By Leo Almazora
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations
EQUITIES SEP 10, 2024
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations

The remarks at an industry conference Tuesday sent the Wall Street bank on its biggest intraday tumble in more than four years.

By Bloomberg
Investors claiming "emotional distress damages" win lawsuit involving GWG bonds
FIXED INCOME SEP 10, 2024
Investors claiming "emotional distress damages" win lawsuit involving GWG bonds

"This is one of the largest emotional distress damages awarded in Finra’s history,” says attorney.

By Bruce Kelly
September is historically a scary month for stocks. Why not "market time" it?
EQUITIES SEP 10, 2024
September is historically a scary month for stocks. Why not "market time" it?

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market's trickiest month.

By Gregg Greenberg
Apollo quietly progresses toward first private-asset ETF
ALTERNATIVES SEP 10, 2024
Apollo quietly progresses toward first private-asset ETF

The alternative investment giant is dipping into the ETF space through a partnership with State Street, a filing with the SEC shows.

By Bloomberg
Kestra bolsters alts focus with deepened iCapital partnership
ALTERNATIVES SEP 10, 2024
Kestra bolsters alts focus with deepened iCapital partnership

The financial services firm's enhanced fintech collaboration integrates advanced capabilities to give advisors a more seamless experience.

By Leo Almazora