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Orion forges alternatives partnership with CAIS
ALTERNATIVES MAR 08, 2024
Orion forges alternatives partnership with CAIS

The integration will give Orion’s advisor users more access to alts products, services and resources.

By Leo Almazora
Indiana adopts NAIC best-interest model for annuity sales
LIFE INSURANCE AND ANNUITIES MAR 07, 2024
Indiana adopts NAIC best-interest model for annuity sales

Industry groups hail state’s new rule as a win for annuity consumer protection.

By Leo Almazora
Busting three myths in the $19T private market: Hamilton Lane
ALTERNATIVES MAR 07, 2024
Busting three myths in the $19T private market: Hamilton Lane

New report provides data-backed analysis of private market investments.

By Steve Randall
Goldman predicts $1T in S&P 500 share buybacks
EQUITIES MAR 07, 2024
Goldman predicts $1T in S&P 500 share buybacks

Companies will move close to the milestone this year before surpassing it in 2025.

By Bloomberg
US bitcoin ETFs face demand test as volatility spikes
ALTERNATIVES MAR 07, 2024
US bitcoin ETFs face demand test as volatility spikes

The cryptocurrency is swinging sharply, but will investors hold on?

By Bloomberg
Where do investors think the private market wins are in 2024?
ALTERNATIVES MAR 06, 2024
Where do investors think the private market wins are in 2024?

Adams Street Partners report highlights growing optimism in market.

By Steve Randall
Bitcoin, gold at all-time highs but for different reasons
ALTERNATIVES MAR 06, 2024
Bitcoin, gold at all-time highs but for different reasons

Dual gains send mixed signals about market sentiment.

By Bloomberg
What to do with all that cash coming off the sidelines? Strategists have suggestions
EQUITIES MAR 05, 2024
What to do with all that cash coming off the sidelines? Strategists have suggestions

'This is really the sweet spot of when you make your money in bonds, is between the last Fed hike and the first cut,' a fixed-income strategist says.

By Gregg Greenberg
Froth or justified rally? Wall Street titans do not agree
EQUITIES MAR 05, 2024
Froth or justified rally? Wall Street titans do not agree

JPMorgan and Goldman differ on whether there's a market bubble.

By Bloomberg
China stocks back in the sights of global fund managers
EQUITIES MAR 05, 2024
China stocks back in the sights of global fund managers

Morgan Stanley says there is a less bearish tone.

By Bloomberg
Bitcoin market cap at record $1.35T, price nearing all-time high
ALTERNATIVES MAR 05, 2024
Bitcoin market cap at record $1.35T, price nearing all-time high

US ETFs continue to drive demand for the cryptocurrency.

By Bloomberg
Morgan Stanley flexes private-market muscle with new service
ALTERNATIVES MAR 04, 2024
Morgan Stanley flexes private-market muscle with new service

Wirehouse’s new concierge desk broadens opportunities for wealth clients to invest in private secondary markets.

By Leo Almazora
Fidelity moves to arm advisors with alts intelligence
ALTERNATIVES MAR 04, 2024
Fidelity moves to arm advisors with alts intelligence

The investment giant is helping to level the playing field against institutions with a new proprietary research portal.

By Leo Almazora
Onramp partnership opens door wider to crypto for advisors
ALTERNATIVES MAR 01, 2024
Onramp partnership opens door wider to crypto for advisors

The TAMP for blockchain-based alternative investments now offers advisors access to a digital asset index.

By Leo Almazora
Blackstone REIT hits key milestone, lifts redemption limit
ALTERNATIVES MAR 01, 2024
Blackstone REIT hits key milestone, lifts redemption limit

The $60 billion real estate trust is finally letting customers draw money without any constraints after redemption demand fell below a key threshold.

By Bloomberg
California governor backs best-interest bill for annuity sales
LIFE INSURANCE AND ANNUITIES MAR 01, 2024
California governor backs best-interest bill for annuity sales

Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.

By Leo Almazora
Gold heads higher following US inflation data
ALTERNATIVES MAR 01, 2024
Gold heads higher following US inflation data

Unsurprising stats mean Fed cuts still a possibility.

By Bloomberg
Tax season could be boon for muni bonds
FIXED INCOME FEB 29, 2024
Tax season could be boon for muni bonds

Financial advisors looking to move cash off the sidelines this spring see opportunities in the municipal bond market.

By Gregg Greenberg
JPMorgan in partnership talks for private credit push
ALTERNATIVES FEB 29, 2024
JPMorgan in partnership talks for private credit push

The Wall Street bank is reportedly in advanced discussions with potential partners.

By Bloomberg
Bitcoin's surge driven by demand from ETFs
ALTERNATIVES FEB 28, 2024
Bitcoin's surge driven by demand from ETFs

Bitcoin, which has jumped about 40% so far this year, pushed past $60,000 for the first time in more than two years Wednesday.

By Bloomberg