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Americans' longevity illiteracy puts retirement at risk, finds new research
RETIREMENT PLANNING MAY 02, 2025
Americans' longevity illiteracy puts retirement at risk, finds new research

With membership in the "century club" expected to quadruple in three decades, joint studies from Nationwide and the TIAA Institute shed new light on people's planning blind spots.

By Leo Almazora
Real assets gain appeal amid inflation, rates
ALTERNATIVES MAY 02, 2025
Real assets gain appeal amid inflation, rates

Is commercial real estate making a comeback?

By Jonalyn Cueto
US ETF flows slowed to lowest in a year as trade policy spooked investors
ETFS MAY 02, 2025
US ETF flows slowed to lowest in a year as trade policy spooked investors

Financials posted the second largest sectoral outflows

By Steve Randall
Berkshire Hathaway a 'safe haven' in a messy market, advisors say
EQUITIES MAY 01, 2025
Berkshire Hathaway a 'safe haven' in a messy market, advisors say

Warren Buffett's firm is not only beating the market this year, it's providing a refuge for anguished advisors.

By Gregg Greenberg
Morgan Stanley opens private equity access to individual investors
ALTERNATIVES MAY 01, 2025
Morgan Stanley opens private equity access to individual investors

MSIM's latest fund targets individual investors.

By Jonalyn Cueto
The evolution of private credit
ALTERNATIVES MAY 01, 2025
The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

AI-powered gains for Microsoft, Meta boost futures following late-day rally
EQUITIES MAY 01, 2025
AI-powered gains for Microsoft, Meta boost futures following late-day rally

Wall Street ends mostly higher despite slowing economy

By Steve Randall
Is homeownership still a realistic element of the American Dream?
ALTERNATIVES MAY 01, 2025
Is homeownership still a realistic element of the American Dream?

Gen Zs consider tapping 401(k)s to get on the housing ladder

By Steve Randall
'Sell in May and go away'? Wealth advisors say, maybe not
EQUITIES APR 30, 2025
'Sell in May and go away'? Wealth advisors say, maybe not

The Wall Street maxim has the numbers to back it up. But why don't advisors use the strategy more often?

By Gregg Greenberg
Edward Jones joins the crowd to sell more alternative investments
ALTERNATIVES APR 29, 2025
Edward Jones joins the crowd to sell more alternative investments

"There's a big pull to alternative investments right now because of volatility of the stock market," Kevin Gannon, CEO of Robert A. Stanger & Co., said.

By Bruce Kelly
Wealth managers offer lessons from President Trump's first 100 days
EQUITIES APR 29, 2025
Wealth managers offer lessons from President Trump's first 100 days

Financial advisors share what they have learned since Trump's inauguration and how they will use that knowledge moving forward.

By Gregg Greenberg
Crypto ETF options expand as Amplify, ProShares launch new funds this week
ETFS APR 29, 2025
Crypto ETF options expand as Amplify, ProShares launch new funds this week

Launches include Bitcoin and newly approved futures-based XRP funds

By Steve Randall
Financial advisors don't see ESG turnaround anytime soon
EQUITIES APR 28, 2025
Financial advisors don't see ESG turnaround anytime soon

Wealth managers comment on the latest Morningstar report, which revealed a global retreat from ESG funds, with record outflows of $8.6 billion in the first quarter.

By Gregg Greenberg
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed
EQUITIES APR 28, 2025
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed

Alphabet exceeded expectations, but this week will reveal four more

By Steve Randall
Harvard muni bonds a buy amid battle with Trump White House, Barclays says
FIXED INCOME APR 25, 2025
Harvard muni bonds a buy amid battle with Trump White House, Barclays says

Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."

By Bloomberg
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