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COVID-19 helps drive record-level ESG bond issuance
RIA NEWS MAY 05, 2020
COVID-19 helps drive record-level ESG bond issuance

Environmental, social and governance bond issuance increased 272% in April from a year ago

By Jeff Benjamin
Addepar rolls out app for trading hedge fund, PE investments
ALTERNATIVES MAY 05, 2020
Addepar rolls out app for trading hedge fund, PE investments

The tool is designed for family offices and RIAs looking for more liquidity in assets that are typically hard to buy and sell

By Bloomberg
New York Fed to begin buying ETFs in ‘early May’
MUTUAL FUNDS MAY 04, 2020
New York Fed to begin buying ETFs in ‘early May’

The Fed's two corporate lending programs could buy up to $750 billion in debt and exchange-traded funds

By Bloomberg
Muni market has stabilized since the pandemic jolt, but don't skimp on credit check
FIXED INCOME MAY 04, 2020
Muni market has stabilized since the pandemic jolt, but don't skimp on credit check

Fed steps up with monetary support; experts want Congress to provide more fiscal backing

By Mark Schoeff Jr.
Navigating private real estate investments amid COVID-19
ALTERNATIVES MAY 04, 2020
Navigating private real estate investments amid COVID-19

The pandemic has put real estate valuations on hold for now

By Jeff Benjamin
Long-term care is a woman’s issue
RETIREMENT PLANNING MAY 04, 2020
Long-term care is a woman’s issue

The aging of baby boomers increases the urgency around LTC planning

By Mary Beth Franklin
AARP gives distribution deal to online annuity seller Blueprint Income
LIFE INSURANCE AND ANNUITIES MAY 01, 2020
AARP gives distribution deal to online annuity seller Blueprint Income

The fixed annuity marketplace will be open to the association's 38 million members

By Emile Hallez
Stock traders should heed the lessons of the 1930s
OPINION MAY 01, 2020
Stock traders should heed the lessons of the 1930s

Last month's rebound in equities is likely to be just a blip in a longer-term market decline

By A. Gary Shilling
Junk-bond ETFs add most assets since 2015
MUTUAL FUNDS APR 30, 2020
Junk-bond ETFs add most assets since 2015

The news that the Fed was willing to buy some high-yield debt has made investors more comfortable about buying

By Bloomberg
By the Numbers: ETF flows
MUTUAL FUNDS APR 30, 2020
By the Numbers: ETF flows

InvestmentNews Chief Content Officer George Moriarty looks at why investors are throwing billions into leveraged ETFs

By InvestmentNews
You probably haven’t heard of this annuity
OPINION APR 30, 2020
You probably haven’t heard of this annuity

The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity

By Scott Stolz
Wealthy shielded billions with Trump tax break
ALTERNATIVES APR 30, 2020
Wealthy shielded billions with Trump tax break

Opportunity zone funds have taken in over $10 billion, and more than $3 billion of that was invested since January

By Bloomberg
SoFi waives ETF fees for a second year
ETFS APR 29, 2020
SoFi waives ETF fees for a second year

The digital finance platform banks on zero-fee bait to attract young consumers

By Jeff Benjamin
Will B-Ds sidestep disaster by cutting real estate investments?
ALTERNATIVES APR 29, 2020
Will B-Ds sidestep disaster by cutting real estate investments?

The economy is largely shut down, making it difficult to determine the value of commercial real estate

By Bruce Kelly
Financial industry groups seek SEC rule on 12b-1 fee disclosure
RIA NEWS APR 29, 2020
Financial industry groups seek SEC rule on 12b-1 fee disclosure

Investor advocates: Common sense and the Investment Advisers Act require the disclosure of higher-fee funds

By Mark Schoeff Jr.
Richest investors waiting for dip to buy stocks
EQUITIES APR 29, 2020
Richest investors waiting for dip to buy stocks

Just 30% of U.S. investors were optimistic about the outlook for their own economy, versus 55% of Asian investors, according to a UBS survey

By Bloomberg
Allianz Life to use eMoney Advisor
FINTECH APR 28, 2020
Allianz Life to use eMoney Advisor

The planning tool will help advisers explain the role of annuities in retirement

By InvestmentNews
Private equity firm takes majority stake in Docupace
ALTERNATIVES APR 28, 2020
Private equity firm takes majority stake in Docupace

In the wake of FTV Capital's investment, David Knoch of 1st Global has been named CEO of Docupace

By InvestmentNews
Leveraged ETFs betting against stocks attract $5.6 billion in April
EQUITIES APR 28, 2020
Leveraged ETFs betting against stocks attract $5.6 billion in April

The influx, the biggest since at least 2013, defies the surge in equity prices that has occurred this month

By InvestmentNews
New York Life to sell ETF-based alternative to annuities
LIFE INSURANCE AND ANNUITIES APR 27, 2020
New York Life to sell ETF-based alternative to annuities

The insurance giant announced an exclusive deal to distribute unit investment trusts

By Emile Hallez