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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
After strong December, ETF inflows took a breather in January
ETFS FEB 12, 2025
After strong December, ETF inflows took a breather in January

New FactSet research breaks down the asset classes and categories that drove new ETF launches, with a short detour into why ESG funds are down but not out.

By Leo Almazora
An opportune time for bonds
FIXED INCOME FEB 12, 2025
An opportune time for bonds

The current environment – economic and political – stands to benefit fixed income, and active managers may have a chance shine.

By Emile Hallez
Advisors react to Trump 2.0
EQUITIES FEB 12, 2025
Advisors react to Trump 2.0

The president may be the same as he was before, but circumstances are different this time around – and there are some lessons from the first term, advisors said.

By Gregg Greenberg
Advisors weigh reputational risks, regulatory shifts in digital asset adoption
ALTERNATIVES FEB 12, 2025
Advisors weigh reputational risks, regulatory shifts in digital asset adoption

Client sentiment and the regulatory climate may be getting sunnier, but fiduciary concerns are still holding three-fifths of surveyed advisors back from embracing crypto investments.

By Leo Almazora
Morgan Stanley loses $843,000 investor claim stemming from 'gold bar' scam
ALTERNATIVES FEB 11, 2025
Morgan Stanley loses $843,000 investor claim stemming from 'gold bar' scam

“If Morgan Stanley had called my client’s son, this wouldn’t have happened,” the investor's attorney said.

By Bruce Kelly