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Trump mocks Goldman CEO, says bank made bad call on tariffs
EQUITIES AUG 12, 2025
Trump mocks Goldman CEO, says bank made bad call on tariffs

The President's comments on social media came after analysts sounded notes of caution on the impact on consumer prices.

By Bloomberg
Trump says he may allow lawsuit against Powell over Fed renovation
FIXED INCOME AUG 12, 2025
Trump says he may allow lawsuit against Powell over Fed renovation

Threat follows President's repeated criticism of the Fed chair over the central bank’s decision to hold interest rates steady

By Bloomberg
SEC: Fractional life insurance policies considered an investment contract
LIFE INSURANCE AND ANNUITIES AUG 12, 2025
SEC: Fractional life insurance policies considered an investment contract

A federal court’s decision puts fractional life insurance policies under SEC scrutiny, forcing wealth advisors to revisit compliance and sales strategies for alternative investments.

By Matthew Sellers
CEOs are hardly talking about a recession this reporting season
EQUITIES AUG 12, 2025
CEOs are hardly talking about a recession this reporting season

Despite recent data pointing to an economic slowdown, investors have remained optimistic on hopes of a just-in-time Fed rate cut.

By Bloomberg
Inflation edges up in July as investors eye BLS integrity
FIXED INCOME AUG 12, 2025
Inflation edges up in July as investors eye BLS integrity

Shelter costs drove a modest CPI increase, while investors weigh data reliability and the Fed's next move.

By Leo Almazora
Labor Department withdraws annuity safe harbor rule after industry pushback
RETIREMENT PLANNING AUG 12, 2025
Labor Department withdraws annuity safe harbor rule after industry pushback

Industry group IRI hails regulator's reversal as a win for financial professionals, plan sponsors, and retirement savers.

By Leo Almazora
US stock futures waver in lead-up to CPI print: Markets Wrap
EQUITIES AUG 12, 2025
US stock futures waver in lead-up to CPI print: Markets Wrap

Most asset classes are subdued ahead of key data release.

By Bloomberg
Trump extends China truce for 90 days, averting tariff hike
EQUITIES AUG 12, 2025
Trump extends China truce for 90 days, averting tariff hike

Tariffs will now be on hold until at least November 10.

By Bloomberg
Ether funds draw record $1 billion as corporate hoards expand
ALTERNATIVES AUG 12, 2025
Ether funds draw record $1 billion as corporate hoards expand

More than $8.2 billion has flowed into the nine funds so far this year.

By Bloomberg
Scoring big with investment in the untapped sports, media and entertainment economy
ALTERNATIVES AUG 11, 2025
Scoring big with investment in the untapped sports, media and entertainment economy

Mark Affolter, co-head of Sports, Media, and Entertainment at Ares, shares insights.

By Steve Randall
Three interest cuts in 2025 says Fed vice chair
EQUITIES AUG 11, 2025
Three interest cuts in 2025 says Fed vice chair

Calls come as weak labor market figures roll in.

By Matthew Sellers
BofA poll shows record number of investors say stocks overvalued
EQUITIES AUG 11, 2025
BofA poll shows record number of investors say stocks overvalued

It's the highest share of participants to say this in 24 years.

By Bloomberg
US consumers to bear brunt of tariff hit, Goldman economists say
EQUITIES AUG 11, 2025
US consumers to bear brunt of tariff hit, Goldman economists say

Tariff impact is only just getting started according to new report.

By Bloomberg
US gold futures fall as traders await clarification on tariffs
ALTERNATIVES AUG 11, 2025
US gold futures fall as traders await clarification on tariffs

Washington's policy has implications for the flow of bullion around the world.

By Bloomberg
Insurer's shares plummet with profit warning
EQUITIES AUG 08, 2025
Insurer's shares plummet with profit warning

Over 8% fall as US unit sees grim figures, Trump policy threats

By Matthew Sellers
Trump reportedly preparing Fannie, Freddie IPOs
EQUITIES AUG 08, 2025
Trump reportedly preparing Fannie, Freddie IPOs

New report says administration could launch multibillion-dollar offering by year end

Private equity's courtship of retail investors irks pensions, endowments
RETIREMENT PLANNING AUG 08, 2025
Private equity's courtship of retail investors irks pensions, endowments

Large institutions are airing concerns that everyday investors will cut into their fee-bargaining power and stakeholder status, among other worries.

By Bloomberg
Still haven't tried AI? Financial advisors offer tips for getting started
PRACTICE MANAGEMENT (GORIA) AUG 08, 2025
Still haven't tried AI? Financial advisors offer tips for getting started

Wealth managers weigh in on the best ways to access AI tools to increase office productivity.

By Gregg Greenberg
Gold hit by surprise US tariffs, unleashing new turmoil
ALTERNATIVES AUG 08, 2025
Gold hit by surprise US tariffs, unleashing new turmoil

Traders, analysts, and executives left reeling as ramifications of reciprocal tariffs on bullion imports slowly sink in.

By Bloomberg
Gold futures jump on bullion tariff, stocks steady: Markets Wrap
ALTERNATIVES AUG 08, 2025
Gold futures jump on bullion tariff, stocks steady: Markets Wrap

Surprise tariff threatens to upend trade flows from Switzerland, other hubs.

By Bloomberg