Uncertainty from the president's head-spinning tariffs has traditionally optimistic stock-pickers taking a more bearish stance.
Report highlights trends for $11T exchange-traded funds industry in US.
After going through his own estate planning reality check, Thomas Ruggie has become a sought-after speaker and authority to help secure high-net-worth investors' prized possessions.
Gold has been the currency of choice for centuries. But some advisors see big opportunities with bitcoin – a relative newcomer – and have been diversifying portfolios with it.
Western Asset Management Company has seen at least $120 billion leave since the SEC announced its investigation into Ken Leech. The instance highlights key-person risk that the asset management world has been trying to get away from.
The world's largest active asset manager is jumping in as the rise of active exchange-traded funds drives a broader transformation of the model portfolio landscape.
The firm's latest barometer report shows just two-fifths of stock-picking funds outperforming their index-based rivals in 2024, with even worse results over the past decade.
A salvo of tariff headlines sent stocks spiraling Tuesday before bargain-hunters drove a recovery in the S&P 500.
A new policy proposal from the Managed Funds Association lays out requests to reduce disclosure requirements and offer legal clarity on crypto ownership, among other priorities.
Beneficient, an alternative investment company and formerly a part of GWG, has offered $50.5 million to settle claims related to federal lawsuits.
Latest figures confirm record sales in 2024, including four straight quarters exceeding $100 billion, with most of the wins going to the largest players.
Allocations to cash and money market funds are rising, and dip-buying is slowing, as the president's coyness on downturn odds adds to mounting pessimism.
A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."
Wealth managers weigh in on the battle between growth and value stocks, and whether the tide is turning in favor of value.
Clients are often seduced by alternative investments’ potential for outsized returns, but Ed Cofrancesco knows education is key.
A number of exchange-traded funds are popping up that aim either to invest politically or to find opportunities amid deregulation. Be careful, observers say.
Investor fears ruled Monday as the president's refusal to discount an economic downturn sparked panic, resulting in the weakest stock performance during an administration's first 50 days since 2009.
Jack Ablin, of Cresset Asset Management, talks investment philosophy – mitigating risks on the public side while taking opportunities on the private side.
Not even three months into the year, stock market analysts at JPMorgan and other large banks are softening their convictions on the index hitting 6,500 before December.
The titanic alternative assets giant's latest move will help bridge a gap between lenders and still-challenged property owners, says debt strategies head.
