Investing

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BlackRock partners with Coinbase to expand into crypto
ALTERNATIVES AUG 04, 2022
BlackRock partners with Coinbase to expand into crypto

Institutional investors will be able to use BlackRock's Aladdin investment management system to oversee their exposure to bitcoin along with assets such as stocks and bonds.

By Bloomberg
Goldman Sachs preps two sustainable ETFs
MUTUAL FUNDS AUG 04, 2022
Goldman Sachs preps two sustainable ETFs

The two products would invest at least 80% of their assets in corresponding indexes built by the firm.

By Emile Hallez
Parents getting schooled on 529 plans as kids return to campus
FIXED INCOME AUG 03, 2022
Parents getting schooled on 529 plans as kids return to campus

This year's slide in stocks and bonds hasn't been pleasant for anyone, but it's been most disheartening for those with kids heading off to college this fall.

By Gregg Greenberg
Senate bill would give CFTC more sway over crypto trading
ALTERNATIVES AUG 03, 2022
Senate bill would give CFTC more sway over crypto trading

The new proposal would give the derivatives regulator direct oversight of tokens that qualify as 'digital commodities.'

By Bloomberg
iCapital expands menu of alternative investments with Simon acquisition
ALTERNATIVES AUG 02, 2022
iCapital expands menu of alternative investments with Simon acquisition

The addition of Simon brings the total number of asset managers and product manufacturers on the iCapital platform to nearly 300, according to the company.

By Ryan W. Neal
Sensing a market bottom, wealthy investors are moving back into stocks
EQUITIES AUG 02, 2022
Sensing a market bottom, wealthy investors are moving back into stocks

A July survey of Tiger 21 members shows a renewed appetite for stocks that's being compared to the buying that occurred at the market bottom in 2009.

By Jeff Benjamin
Fidelity adds five sustainable funds to 529 plans
RIA NEWS AUG 02, 2022
Fidelity adds five sustainable funds to 529 plans

The portfolios were added to programs for Connecticut, New Hampshire and Massachusetts.

By InvestmentNews
Impact funds getting more attention as investors seek to address climate change, racial equity
RIA NEWS AUG 02, 2022
Impact funds getting more attention as investors seek to address climate change, racial equity

A survey published by Calvert Impact Capital found that 94% of advisers said they would like to see more impact products on the market.

By ESG Clarity
Active vs. passive: Market pros weigh in on the best strategy
EQUITIES AUG 01, 2022
Active vs. passive: Market pros weigh in on the best strategy

Passive funds' share of the domestic equity-fund market is close to 58%, but the active-versus-passive debate has become more heated amid the recent stock turmoil.

By Bloomberg
Obsession with income sweeps across asset classes
MUTUAL FUNDS AUG 01, 2022
Obsession with income sweeps across asset classes

Three dividend-focused ETFs rank among the top 10 in terms of equity inflows, and on the fixed-income side, Treasuries have seen a fierce rally.

By Bloomberg
Latest crop of diversity programs hope to create wider, more welcoming points of entry
LIFE INSURANCE AND ANNUITIES JUL 29, 2022
Latest crop of diversity programs hope to create wider, more welcoming points of entry

Goals include dismantling barriers and creating new ways to reach and invite women and minorities.

By Joanne Cleaver
Integrity Marketing to acquire Annexus
RETIREMENT PLANNING JUL 28, 2022
Integrity Marketing to acquire Annexus

Ron Shurts, co-founder and CEO of Annexus, which develops annuities and other insurance products, will become a managing partner of Integrity.

By InvestmentNews
Crypto scams must be reined in, Senate Banking Committee says
ALTERNATIVES JUL 28, 2022
Crypto scams must be reined in, Senate Banking Committee says

At a hearing Thursday on scams and risks in the crypto and securities markets, senators on both sides of the aisle pitched legislation to protect investors from harm.

By Ryan W. Neal
Caregivers not taking care of their own finances: Fidelity
RETIREMENT PLANNING JUL 28, 2022
Caregivers not taking care of their own finances: Fidelity

A new study shows 7 out of 10 caregivers are so focused on their caregiving duties that they put off addressing their own needs.

By Gregg Greenberg
Long-term care premium hike: Round three
RETIREMENT PLANNING JUL 27, 2022
Long-term care premium hike: Round three

As insurers push prices on LTC policies higher, individuals must weigh their policy options to maintain protection at an affordable price.

By Mary Beth Franklin
Hightower names Robert Picard to head alternatives
ALTERNATIVES JUL 27, 2022
Hightower names Robert Picard to head alternatives

Former First Republic executive built alternatives platforms at Carlyle Group, RBC.

By InvestmentNews
Market downturn shines new light on pros and cons of stock options
RIA NEWS JUL 27, 2022
Market downturn shines new light on pros and cons of stock options

In the wake of the 12-year bull market, some financial planners and clients are getting their first look at the flip side of equity compensation.

By Jeff Benjamin
Will a target-date fund crash bury the boomers?
RETIREMENT PLANNING JUL 27, 2022
Will a target-date fund crash bury the boomers?

A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.

By Gregg Greenberg
Coinbase faces SEC probe on crypto listings
ALTERNATIVES JUL 26, 2022
Coinbase faces SEC probe on crypto listings

The firm is facing a probe into whether it improperly let Americans trade digital assets that should have been registered as securities.

By Bloomberg
ETFs that worry Wall Street regulators rake in billions
MUTUAL FUNDS JUL 25, 2022
ETFs that worry Wall Street regulators rake in billions

The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the Securities and Exchange Commission and others.

By Bloomberg