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Wealth managers ponder: Is the Magnificent 7 return for real?
EQUITIES APR 25, 2025
Wealth managers ponder: Is the Magnificent 7 return for real?

The Magnificent 7 stocks outperformed the greater S&P 500 this past week, helped by earnings. Advisors decide if this is only the start.

By Gregg Greenberg
Despite rocky market, ETF launches for retail mavericks roll on
ETFS APR 25, 2025
Despite rocky market, ETF launches for retail mavericks roll on

A decline in bullishness across Wall Street has not stifled financial innovation in the ETF industry, with scores of new funds minted including leveraged and exotic bets.

By Bloomberg
Advisors handicap the brewing battle between Trump and Powell
EQUITIES APR 24, 2025
Advisors handicap the brewing battle between Trump and Powell

It's a showdown for the ages as wealth managers assess its impact on client portfolios.

By Gregg Greenberg
Apollo ramps up retail push with 'New Markets' division
ALTERNATIVES APR 24, 2025
Apollo ramps up retail push with 'New Markets' division

The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.

By Bloomberg
Concerns on inflation, Social Security dampening workers and retirees' financial confidence
RETIREMENT PLANNING APR 24, 2025
Concerns on inflation, Social Security dampening workers and retirees' financial confidence

The latest annual survey from EBRI and Greenwald Research sheds light on anxieties around living costs, volatility, and the future of federal income support in retirement.

By Leo Almazora
Jury finds Massachusetts advisor liable for annuity disclosure shortfalls
LIFE INSURANCE AND ANNUITIES APR 24, 2025
Jury finds Massachusetts advisor liable for annuity disclosure shortfalls

The SEC hailed the verdict against the investment advisor, who the agency said breached his fiduciary duty to retired and pre-retiree clients.

By Leo Almazora
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead
EQUITIES APR 24, 2025
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead

Markets digest latest words on trade war, Fed chair’s position.

By Steve Randall
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls
EQUITIES APR 23, 2025
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.

By Gregg Greenberg
Indivisible Partners selects DPL to arm advisors for insurance business
FINTECH APR 23, 2025
Indivisible Partners selects DPL to arm advisors for insurance business

The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.

By Leo Almazora
New York Dems push for return of tax on stock sales
EQUITIES APR 23, 2025
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

By Bloomberg
Is the 'sell America trade' a real thing? Wealth managers weigh in
EQUITIES APR 22, 2025
Is the 'sell America trade' a real thing? Wealth managers weigh in

Whenever stocks, Treasury prices and the dollar go down together, the idea of a 'sell America trade' goes up.

By Gregg Greenberg
Invesco, Barings forge retail private credit-tie up
ALTERNATIVES APR 22, 2025
Invesco, Barings forge retail private credit-tie up

The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.

By Bloomberg
Advisors discuss the best ways to grow AUM during an economic downturn
EQUITIES APR 21, 2025
Advisors discuss the best ways to grow AUM during an economic downturn

A new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when the economy slows.

By Gregg Greenberg
REIT funds poised for a comeback
ALTERNATIVES APR 21, 2025
REIT funds poised for a comeback

Office space stands out as the drag on REIT performance, while cell towers and data centers ride the technology wave.

By Jeff Benjamin
Doors open to private markets
ALTERNATIVES APR 21, 2025
Doors open to private markets

However, the realities of higher fees, less liquidity, and the retailization of ETFs mean financial advisors should tread carefully

By Jeff Benjamin
Chase gold or scoop up stocks? Advisors debate their next moves
EQUITIES APR 21, 2025
Chase gold or scoop up stocks? Advisors debate their next moves

Wealth managers discuss the sharp move higher in gold and what it says about both the market and the economy.

By Gregg Greenberg
Judge OKs release of $400 million to besieged GPB investors
ALTERNATIVES APR 21, 2025
Judge OKs release of $400 million to besieged GPB investors

Meanwhile, GPB senior executives' sentencing for fraud pushed to May.

By Bruce Kelly
Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price
ETFS APR 17, 2025
Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price

The rush of SEC applications, which also includes JPMorgan and Schwab, reflect growing optimism over the tax-busting fund structure.

By Bloomberg
Demand evaporates for State Street private-debt ETF with no new flows in weeks
ALTERNATIVES APR 17, 2025
Demand evaporates for State Street private-debt ETF with no new flows in weeks

Expectations meet reality in the democratization of private market investments as the pioneering ETF runs into first-mover challenges.

By Bloomberg
With globalization fractured, should investors consider country-specific ETFs?
ETFS APR 17, 2025
With globalization fractured, should investors consider country-specific ETFs?

Franklin Templeton’s Dina Ting shares her insights with InvestmentNews.

By Steve Randall