Investing

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Carving a cryptocurrency advisory niche
ALTERNATIVES NOV 09, 2021
Carving a cryptocurrency advisory niche

After buying his first Bitcoin six years ago for $235, Steve Larsen believes the digital currency is still a value at over $66,000.

By Jeff Benjamin
Mutual fund investors brace for hefty capital gains taxes
EQUITIES NOV 08, 2021
Mutual fund investors brace for hefty capital gains taxes

As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.

By Jeff Benjamin
Bitcoin futures ETF mania cools as Wall Street hits pause button
ALTERNATIVES NOV 04, 2021
Bitcoin futures ETF mania cools as Wall Street hits pause button

Wall Street analysts had expected as many as four Bitcoin futures ETFs to begin trading in October.

By Bloomberg
Fintechs Simon Markets, +Subscribe join forces to offer alts platform
ALTERNATIVES NOV 04, 2021
Fintechs Simon Markets, +Subscribe join forces to offer alts platform

The companies say their aim is to allow advisers to manage alternative investments in one place

By InvestmentNews
Head of defunct broker-dealer charged with fraud
ALTERNATIVES NOV 03, 2021
Head of defunct broker-dealer charged with fraud

Thomas Brenner, former CEO of First American Securities of Orrville, Ohio, is facing seven fraud charges linked to sales of private placements.

By Bruce Kelly
Hedging inflation requires tiptoeing through TIPS
ETFS NOV 03, 2021
Hedging inflation requires tiptoeing through TIPS

Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.

By Jeff Benjamin
Bitcoin investing without the roller-coaster ride
ALTERNATIVES NOV 02, 2021
Bitcoin investing without the roller-coaster ride

Two tech platforms team up to launch a low-volatility cryptocurrency model portfolio for less adventurous investors in digital assets.

By Jeff Benjamin
Stock market continues climb, but ride could get bumpier: Bob Doll
EQUITIES NOV 01, 2021
Stock market continues climb, but ride could get bumpier: Bob Doll

'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.

By Mark Schoeff Jr.
Dirty energy rides performance wave as flip side of ESG
EQUITIES NOV 01, 2021
Dirty energy rides performance wave as flip side of ESG

A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.

By Jeff Benjamin
Short-term ESG performance shines light on active management
MUTUAL FUNDS OCT 29, 2021
Short-term ESG performance shines light on active management

A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.

By Jeff Benjamin
People keep buying annuities at a rapid pace
RETIREMENT PLANNING OCT 28, 2021
People keep buying annuities at a rapid pace

Sales dipped slightly during the third quarter compared with the second, a report finds, but the year is still on pace to be the biggest since 2008.

By Emile Hallez
T. Rowe Price to buy Oak Hill for about $4.2 billion
ALTERNATIVES OCT 28, 2021
T. Rowe Price to buy Oak Hill for about $4.2 billion

The acquisition of Oak Hill, one of the biggest players in alternative credit, will allow T. Rowe to expand into private debt investing.

By Bloomberg
Cryptocurrency investors are more charitable than others, Fidelity says
ALTERNATIVES OCT 28, 2021
Cryptocurrency investors are more charitable than others, Fidelity says

The asset manager's philanthropic unit says crypto’s popularity could fuel charitable giving.

By InvestmentNews
Vanguard, American Funds double down on model portfolio partnership
MUTUAL FUNDS OCT 27, 2021
Vanguard, American Funds double down on model portfolio partnership

A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.

By Jeff Benjamin
Advisers beware: Bitcoin futures ETFs are a game-changer
FINTECH OCT 25, 2021
Advisers beware: Bitcoin futures ETFs are a game-changer

Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.

By InvestmentNews
Bitcoin-linked ETFs attract record assets with strategy designed for traders
ALTERNATIVES OCT 22, 2021
Bitcoin-linked ETFs attract record assets with strategy designed for traders

The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.

By Jeff Benjamin
Bitcoin futures ETF fee war is heating up
ALTERNATIVES OCT 21, 2021
Bitcoin futures ETF fee war is heating up

VanEck's pending Bitcoin Strategy ETF will carry a management fee of 0.65%, undercutting the 0.95% expense ratio on ProShares' Bitcoin Strategy ETF, which debuted Tuesday.

By Bloomberg
BlackRock's Fink puts private equity on the front burner
ALTERNATIVES OCT 20, 2021
BlackRock's Fink puts private equity on the front burner

CEO Larry Fink said access to private equity should increase and allocations should be in the 20% range, while speaking at the Charles Schwab Impact conference.

By Jeff Benjamin
Nationwide, Capital Group create target-date with annuity
RETIREMENT PLANNING OCT 19, 2021
Nationwide, Capital Group create target-date with annuity

The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.

By InvestmentNews
Finra set to review rules on sales of complex products
ALTERNATIVES OCT 19, 2021
Finra set to review rules on sales of complex products

The broker-dealer regulator's move comes as the SEC launches a study of the risks associated with complex exchange-traded products that could lead to rulemaking.

By Mark Schoeff Jr.