Investing

Displaying 16077 results
JPMorgan leans into direct lending with fresh $50B commitment
ALTERNATIVES FEB 24, 2025
JPMorgan leans into direct lending with fresh $50B commitment

The Wall Street giant's enhanced effort to support "origination machine" underlines banks' growing incursion into the $1.6 trillion territory traditionally controlled by asset managers and credit shops.

By Bloomberg
Robinhood says SEC has dropped investigation, declares bigger crypto ambitions
ALTERNATIVES FEB 24, 2025
Robinhood says SEC has dropped investigation, declares bigger crypto ambitions

With looser regulations in the offing, the digital trading platform is looking forward to expanding its trading business further beyond traditional brokerage services.

By Leo Almazora
Warren Buffett reveals tax milestone, addresses $334B cash stockpile
EQUITIES FEB 24, 2025
Warren Buffett reveals tax milestone, addresses $334B cash stockpile

Billionaire's letter to investors follows positive earnings report.

By Steve Randall
Trump Media takes finance ambitions further with investment fund
MUTUAL FUNDS FEB 21, 2025
Trump Media takes finance ambitions further with investment fund

The parent company of Truth Social said it will look for companies set to benefit from the "growing America First Economy."

By Bloomberg
European stocks are finally leading. Should financial advisors follow?
RIA NEWS FEB 21, 2025
European stocks are finally leading. Should financial advisors follow?

Wealth managers offer their investment outlooks on newly resurgent European stocks.

By Gregg Greenberg
Coinbase says SEC is ready to drop enforcement case
ALTERNATIVES FEB 21, 2025
Coinbase says SEC is ready to drop enforcement case

The crypto exchange giant says the dismissal, which is still pending approval, would "right a major wrong" and pave the way for constructive rulemaking.

By Leo Almazora
Wall Street is hawking ETFs that ape the private equity boom
ALTERNATIVES FEB 21, 2025
Wall Street is hawking ETFs that ape the private equity boom

With private asset ETFs still awaiting regulatory approval, opportunistic issuers are continuing to crank out products that promise the next best thing.

By Bloomberg
Lower-grade debt a hot area for CLO ETFs, asset managers say
ETFS FEB 21, 2025
Lower-grade debt a hot area for CLO ETFs, asset managers say

The AAA-rated collateralized loan obligation ETF space is getting crowded. ETF sponsors have been building out products focused on lower credit ratings, with the potential for higher yields.

LPL amps up alts capabilities with new centralized platform
ALTERNATIVES FEB 20, 2025
LPL amps up alts capabilities with new centralized platform

The broker-dealer behemoth is addressing demand from high-net-worth advisors and investors with a new partnership, while deepening its collaboration with SS&C and iCapital.

By Leo Almazora
Fidelity strengthens ETF portfolio focus with new suites
ETFS FEB 20, 2025
Fidelity strengthens ETF portfolio focus with new suites

The investing giant's newest model portfolio offerings blend active, passive, and third-party ETFs to target a range of risk and asset allocation profiles.

By Leo Almazora
Trump's first month sees traders dumping America-first wagers
EQUITIES FEB 20, 2025
Trump's first month sees traders dumping America-first wagers

The initial euphoria around the second-term president's arrival has faded, with rallies in US stocks and cryptocurrencies giving way to bearish sentiment.

By Bloomberg
What's next for crypto ETFs: Litecoin, XRP, Solana, and Dogecoin
ALTERNATIVES FEB 19, 2025
What's next for crypto ETFs: Litecoin, XRP, Solana, and Dogecoin

The SEC is reviewing ETF applications and proposed rule changes at various exchanges for alternatives to bitcoin and Ether. Approval for some may be likely, but whether investors want the options is a question.

By Emile Hallez
Convicted of fraud, GPB executives object to plans to return money to investors
ALTERNATIVES FEB 19, 2025
Convicted of fraud, GPB executives object to plans to return money to investors

Gentile and Schneider were convicted of fraud and conspiracy after a seven week trial in federal court in Brooklyn.

By Bruce Kelly
Advisors are starting to hear the bears growl
RIA NEWS FEB 19, 2025
Advisors are starting to hear the bears growl

Wealth managers discuss how they are calming increasingly anxious clients.

By Gregg Greenberg
Cresset, Prudential announce new chief people officers
RIA NEWS FEB 19, 2025
Cresset, Prudential announce new chief people officers

The RIA giant welcomes a veteran with more than 20 years' experience, including time supporting JPMorgan's First Republic integration, as Prudential Financial selects a leader from its own ranks.

By Leo Almazora
Survey finds most individual investors holding or raising their private markets exposure
ALTERNATIVES FEB 18, 2025
Survey finds most individual investors holding or raising their private markets exposure

Yieldstreet research offers a fresh glimpse into investors' appetite for alternatives, with digital platform use having a significant influence.

By Leo Almazora
Limra research finds financial confidence on the rise among Black American workers
RETIREMENT PLANNING FEB 14, 2025
Limra research finds financial confidence on the rise among Black American workers

Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.

By Leo Almazora
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says
ETFS FEB 13, 2025
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape the landscape.

By Leo Almazora
For two-fifths of modern couples, commitment is spelled with joint insurance
LIFE INSURANCE AND ANNUITIES FEB 12, 2025
For two-fifths of modern couples, commitment is spelled with joint insurance

Survey of renting couples finds joint policies on par with traditional milestones, including moving in together and their first "I love you," as a means to cement relationships.

By Leo Almazora
Hot CPI report has strategists rethinking inflation strategies
ETFS FEB 12, 2025
Hot CPI report has strategists rethinking inflation strategies

Wall Street reacts to the higher-than-expected January CPI report that sent stocks lower.

By Gregg Greenberg