Investing

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Employers ready for private market investments in DC plans
RETIREMENT PLANNING SEP 25, 2025
Employers ready for private market investments in DC plans

The newest survey from Empower adds to the growing evidence of support from advisors, participants, and other stakeholders.

By Leo Almazora
Sky-high S&P 500 signals ‘new normal,’ not bubble, BofA says
EQUITIES SEP 25, 2025
Sky-high S&P 500 signals ‘new normal,’ not bubble, BofA says

Wall Street worriers who say today's multiples recall the dot-com bubble are overlooking multiple factors, strategists argue.

By Bloomberg
Wirehouses lead alternatives adoption, RIAs face strategic crossroads
ALTERNATIVES SEP 24, 2025
Wirehouses lead alternatives adoption, RIAs face strategic crossroads

Survey reveals adoption gaps and opportunities for financial advisors across channels

By Steve Randall
SEC's new rules set stage for wave of crypto ETFs
ALTERNATIVES SEP 24, 2025
SEC's new rules set stage for wave of crypto ETFs

Asset managers eye dozens of new cryptocurrency ETF listings as the federal regulator streamlines approval process and shortens launch timelines.

By Leo Almazora
Grayscale's Brooke Stoddard talks crypto adoption, regulation, and ETFs' next growth phase
ALTERNATIVES SEP 23, 2025
Grayscale's Brooke Stoddard talks crypto adoption, regulation, and ETFs' next growth phase

"One thing that I'm really excited about is the largest wealth management platforms in the US getting comfortable with their advisors and clients accessing Bitcoin and Ethereum ETFs for the first time," Stoddard, head of wealth management platforms and due diligence, said.

By Andy Burt
Private equity leans on weaker credit safeguards, Moody’s says
ALTERNATIVES SEP 23, 2025
Private equity leans on weaker credit safeguards, Moody’s says

Covenants that have served as "red flag indicators" are receding as PE portfolio companies increasingly grapple with "overleveraged capital structures," according to report.

By Bloomberg
Prudential and LPL expand partnership with retirement income tie-up
RETIREMENT PLANNING SEP 22, 2025
Prudential and LPL expand partnership with retirement income tie-up

The partnership helps more advisors address Peak 65 clients' concerns with a new retirement income offering on LPL's managed accounts platform.

By Leo Almazora
Millionaires can buy their way into the US with some eligible for tax free option
EQUITIES SEP 22, 2025
Millionaires can buy their way into the US with some eligible for tax free option

Meanwhile, skilled workers will face a new $100K fee to acquire an H-1B visa.

By Steve Randall
Blackstone names Katie Keenan as new BREIT CEO
ALTERNATIVES SEP 19, 2025
Blackstone names Katie Keenan as new BREIT CEO

Keenan is stepping in to lead the REIT after Wesley LePatner, who tragically died in a Manhattan shooting incident in the summer.

By Leo Almazora
Dark clouds are weakening sentiment at both ends of the income spectrum
EQUITIES SEP 19, 2025
Dark clouds are weakening sentiment at both ends of the income spectrum

Stock market performance is not enough to offset concern about the economy

By Steve Randall
Are RIAs ready for the alternatives surge?
ALTERNATIVES SEP 18, 2025
Are RIAs ready for the alternatives surge?

A tidal wave of alternative investments are being offered to RIAs, but not all RIAs are ready to offer them to clients.

By Gregg Greenberg
US retirement assets climb to $45.8T in Q2 2025
RETIREMENT PLANNING SEP 18, 2025
US retirement assets climb to $45.8T in Q2 2025

ICI data show IRA assets hitting $18 trillion, while 401(k) plan assets increased to $9.3 trillion.

By Leo Almazora
Man Group goes all-in on ETFs with hedge-fund trades for masses
ALTERNATIVES SEP 18, 2025
Man Group goes all-in on ETFs with hedge-fund trades for masses

The firm's new fixed-income vehicles, launched under its own name, represent a full-tilt bet on the future of active exchange-traded funds.

By Bloomberg
All aboard the active ETF train!
ETFS SEP 17, 2025
All aboard the active ETF train!

Active ETFs are on a roll as advisors load them into client portfolios.

By Gregg Greenberg
Cerulli, DCALTA study challenges misconceptions on private markets in 401(k) plans
RETIREMENT PLANNING SEP 17, 2025
Cerulli, DCALTA study challenges misconceptions on private markets in 401(k) plans

Criticisms around risky exposures, illiquidity, litigation threats, and unsuitability are substantially off the mark, report says.

By Leo Almazora
Under-pressure Federal Reserve delivers highly anticipated September rate cut
EQUITIES SEP 17, 2025
Under-pressure Federal Reserve delivers highly anticipated September rate cut

The FOMC under Jerome Powell lowered its benchmark interest rate by a quarter point, responding to persistent inflation and rising jobless claims.

By Leo Almazora
Wealth managers must be prepared to discuss the downside of lower rates
PRACTICE MANAGEMENT SEP 17, 2025
Wealth managers must be prepared to discuss the downside of lower rates

The prospect of rate cuts stimulating the economy has Wall Street buzzing, but some advisory clients may not be so keen on lower rates.

By Gregg Greenberg
Famed DJ Calvin Harris pursues $22.5M claim against ex-advisor over Hollywood project
ALTERNATIVES SEP 17, 2025
Famed DJ Calvin Harris pursues $22.5M claim against ex-advisor over Hollywood project

The Scottish dance music producer alleges Thomas St. John "absolutely breached [his] trust" over a planned development for musicians and artists, according to reports.

By Leo Almazora
Family offices steady the course as trade tensions test global portfolios, Citi reveals
ALTERNATIVES SEP 17, 2025
Family offices steady the course as trade tensions test global portfolios, Citi reveals

Survey shows resilience, direct investing focus, and rising AI adoption among family offices.

By Steve Randall
Franklin Templeton partners with private capital giants to broaden infrastructure access for wealth clients
ALTERNATIVES SEP 16, 2025
Franklin Templeton partners with private capital giants to broaden infrastructure access for wealth clients

The strategic collaboration with General Atlantic, CIP, and DigitalBridge comes as CEO Jenny Johnson flags growing challenges in dealmaking for investment managers.

By Leo Almazora