Investing

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After 2024 surge, active ETFs poised to surpass passive strategies
ETFS JAN 15, 2025
After 2024 surge, active ETFs poised to surpass passive strategies

With 565 launches and $312 billion in inflows last year, active ETF strategies are set to continue taking dollars from mutual funds, says report.

By Leo Almazora
Advisors eyeing bigger private-market allocations, says Blackstone
ALTERNATIVES JAN 14, 2025
Advisors eyeing bigger private-market allocations, says Blackstone

Survey of advisors reveals four-fifths planning to double down on the alternative asset class, with one in two seeing an AI-powered opportunity in infrastructure.

By Leo Almazora
New Prudential, Dimensional Funds partnership brings retirement income to managed accounts
RETIREMENT PLANNING JAN 14, 2025
New Prudential, Dimensional Funds partnership brings retirement income to managed accounts

The extended collaboration, which includes insurtech provider Fiduciary Exchange, will give new annuity options for RIAs to address investors' evolving needs in retirement.

By Leo Almazora
SEC fines investment advisors, broker-dealers $63M for record-keeping failures
ALTERNATIVES JAN 14, 2025
SEC fines investment advisors, broker-dealers $63M for record-keeping failures

12 firms agreed to pay the fines to settle charges.

By Steve Randall
Munis’ prized January returns threatened by expected Fed pause
FIXED INCOME JAN 13, 2025
Munis’ prized January returns threatened by expected Fed pause

What should have been a strong start to 2025 for municipal bonds is now in question amid growing odds that the Federal Reserve will hold fire on interest rate cuts.

By Bloomberg
Financial advisors keeping close eye on rising 'fear index'
EQUITIES JAN 13, 2025
Financial advisors keeping close eye on rising 'fear index'

The VIX, or so called "fear index," is shifting higher with increased market volatility, causing wealth managers to ready themselves for anxious client calls.

By Gregg Greenberg
Dodge & Cox reveals CEO Dana Emery to step down
MUTUAL FUNDS JAN 10, 2025
Dodge & Cox reveals CEO Dana Emery to step down

The mutual fund giant's chair and chief executive is retiring after a lengthy 40-year tenure at the firm.

By Leo Almazora
S&P 500 erases 2025 gains on jobs blowout
EQUITIES JAN 10, 2025
S&P 500 erases 2025 gains on jobs blowout

Larger-than-expected jump in nonfarm payrolls accelerates Treasury selloff as traders slash bets for Federal Reserve rate cuts.

By Bloomberg
What's next for the annuities space in 2025?
RETIREMENT PLANNING JAN 09, 2025
What's next for the annuities space in 2025?

Cross-currents from inflation, the stock market, and demand for protected growth are converging into a mixed picture, says Limra.

By Leo Almazora
Blackstone’s latest fund rakes in cash, sells more than $1B
EQUITIES JAN 09, 2025
Blackstone’s latest fund rakes in cash, sells more than $1B

It’s the second straight year that Blackstone has launched a new fund in the alternative investment space and had a hit right off the bat.

By Bruce Kelly
Over half of advisors warming up to crypto after Trump's election win, finds survey
ALTERNATIVES JAN 09, 2025
Over half of advisors warming up to crypto after Trump's election win, finds survey

With nearly all poll participants fielding questions from curious clients, the percentage of advisors investing in the asset class has doubled from 2023.

By Leo Almazora
Wealth managers reject bearish arguments as S&P goes for 'three-peat'
RIA NEWS JAN 09, 2025
Wealth managers reject bearish arguments as S&P goes for 'three-peat'

Wall Street may not be expecting an S&P 500 "three-peat" victory in 2025, but that does not mean they are not bullish.

By Gregg Greenberg
Big tech lovers and abstainers fuel record boom for Invesco ETFs
EQUITIES JAN 08, 2025
Big tech lovers and abstainers fuel record boom for Invesco ETFs

The asset management giant took third place for overall flows last year as it tapped into a divisive debate on how to play US stocks.

By Bloomberg
Closed-end fund investors seeking to build on solid 2024 returns
EQUITIES JAN 08, 2025
Closed-end fund investors seeking to build on solid 2024 returns

Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.

By Gregg Greenberg
Northwestern Mutual makes private-credit push with Sixth Street partnership
ALTERNATIVES JAN 07, 2025
Northwestern Mutual makes private-credit push with Sixth Street partnership

The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.

By Leo Almazora
Winklevoss twins’ Gemini to pay $5M in CFTC settlement
ALTERNATIVES JAN 07, 2025
Winklevoss twins’ Gemini to pay $5M in CFTC settlement

The agreement puts an end to one of many Biden-era efforts to exert regulatory control over the cryptocurrency space.

By Bloomberg
PE industry hopeful about 401(k)s in second Trump administration
RETIREMENT PLANNING JAN 06, 2025
PE industry hopeful about 401(k)s in second Trump administration

Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry may be lobbying the Trump administration to get into the 401(k) market meaningfully.

By Emile Hallez
Mesirow wades deeper into alternatives with Bastion Management
ALTERNATIVES JAN 06, 2025
Mesirow wades deeper into alternatives with Bastion Management

With a specialist focus in the private credit space, the Chicago-based firm's latest acquisition marks the latest expansion of its alts platform for institutional investors and high-net-worth clients.

By Leo Almazora
How advisors are finding fixes for retirees squeezed by inflation
RETIREMENT PLANNING JAN 06, 2025
How advisors are finding fixes for retirees squeezed by inflation

Financial advisors are still battling inflation in client accounts despite the Fed's best efforts.

By Gregg Greenberg
Gold investors stay bullish for 2025 on expected Trump turbulence
ALTERNATIVES JAN 06, 2025
Gold investors stay bullish for 2025 on expected Trump turbulence

After a stellar 2024, money managers see a solid case for the yellow metal as a wealth protector and market shock absorber.

By Bloomberg