Investing

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Chicago RIA unveils partnership with iCapital
ALTERNATIVES FEB 24, 2024
Chicago RIA unveils partnership with iCapital

The collaboration will allow the firm to offer more alternative invesstments to clients.

By Leo Almazora
Global ETF assets reach $11 trillion, with North America in the lead
ETFS FEB 23, 2024
Global ETF assets reach $11 trillion, with North America in the lead

New research reveals cross-Atlantic divergences on active ETFs and ESG strategies, as well as revived interest in crypto ETFs.

By Leo Almazora
Carson Group green-lights just 4 bitcoin ETFs
ALTERNATIVES FEB 23, 2024
Carson Group green-lights just 4 bitcoin ETFs

The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.

By Bloomberg
Green funds were in the red in 2023
ETFS FEB 22, 2024
Green funds were in the red in 2023

Sustainable investing saw headwinds last year as investors pulled out of funds, but performance recovered from a rough 2022

By Emile Hallez
It’s a mad, Nvidia world
EQUITIES FEB 22, 2024
It’s a mad, Nvidia world

Goldman described the chipmaker as ’the most important stock on the planet.’ What do advisors think?

By Josh Welsh
EY report highlights key wealth management trends
ALTERNATIVES FEB 22, 2024
EY report highlights key wealth management trends

Financial advisors should continue focusing on private markets, AI and personalization, according to the report.

By Gregg Greenberg
Grayscale places bet on data privacy with industry-first ETF
ETFS FEB 21, 2024
Grayscale places bet on data privacy with industry-first ETF

Crypto asset management giant seeks to invest in data privacy providers, as well as blockchain and AI-based cybersecurity.

By Leo Almazora
Former Triad broker's medical company loses Florida real estate judgment
ALTERNATIVES FEB 21, 2024
Former Triad broker's medical company loses Florida real estate judgment

"This is more bad news," says a plaintiff's attorney.

By Bruce Kelly
Should advisors bet on another big year for BDCs?
ALTERNATIVES FEB 21, 2024
Should advisors bet on another big year for BDCs?

The S&P 500 BDC Total Return Index increased 27.6 percent in 2023, with about half of that return coming from capital appreciation.

By Gregg Greenberg
US annuity sales hit a fresh record in 2023: Limra
RETIREMENT PLANNING FEB 21, 2024
US annuity sales hit a fresh record in 2023: Limra

Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.

By Leo Almazora
‘Legal’ insurance tax break blasted
LIFE INSURANCE AND ANNUITIES FEB 21, 2024
‘Legal’ insurance tax break blasted

Senate Finance Committee targets private placement life insurance as a 'booming tax dodge' for the wealthy.

By Ryan Smith
Regulatory change could bring 'thousands' of new ETFs
ETFS FEB 21, 2024
Regulatory change could bring 'thousands' of new ETFs

A number of other asset managers have asked the SEC to allow them to replicate the fund model, used exclusively by Vanguard for more than two decades, that lets an ETF be listed as a share class of a broader mutual fund.

By Bloomberg
Most financial services firms preempting crypto regulations with employee policies
ALTERNATIVES FEB 21, 2024
Most financial services firms preempting crypto regulations with employee policies

Almost half of firms say they already have a policy, and more intend to add one this year.

By Steve Randall
Hedge funds have cut back on Magnificent Seven holdings
EQUITIES FEB 21, 2024
Hedge funds have cut back on Magnificent Seven holdings

Funds were net sellers of big tech stocks in the fourth quarter.

By Bloomberg
'The most important stock on planet Earth,' according to Goldman
EQUITIES FEB 21, 2024
'The most important stock on planet Earth,' according to Goldman

Wall Street firm's trading desk says this one stock's earnings could shake up financial markets.

By Bloomberg
Texas-based family office commits $1B to fund investing in asset managers
ALTERNATIVES FEB 20, 2024
Texas-based family office commits $1B to fund investing in asset managers

Houston’s CAZ Investments joins multiple partners in $4.7 billion allocation to market-leading private equity strategy.

By Leo Almazora
China economy fears outweigh earnings in early trading
EQUITIES FEB 20, 2024
China economy fears outweigh earnings in early trading

European and Asian markets started Tuesday in decline.

By Bloomberg
Retail investors cautiously getting back into crypto
ALTERNATIVES FEB 19, 2024
Retail investors cautiously getting back into crypto

But web searches for the word 'bitcoin' have fallen back to bear-market levels, after spiking in the first half of January as bitcoin ETFs debuted.

By Bloomberg
FusionIQ partnership broadens regulated crypto access for advisors
ALTERNATIVES FEB 16, 2024
FusionIQ partnership broadens regulated crypto access for advisors

The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.

By Leo Almazora
SEC fines VanEck $1.75M over ETF finfluencer promotion
ETFS FEB 16, 2024
SEC fines VanEck $1.75M over ETF finfluencer promotion

While the SEC doesn't name the influencer, Dave Portnoy, founder of the website Barstool Sports, partnered with VanEck during the fund's launch.

By Leo Almazora