Investing

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Aquarian Capital to acquire Brighthouse Financial in $4.1B deal
RETIREMENT PLANNING NOV 06, 2025
Aquarian Capital to acquire Brighthouse Financial in $4.1B deal

The deal positions Brighthouse for continued growth as it maintains leadership in variable annuities, as well as a potential competitive edge in 401(k) plans.

By Leo Almazora
Private credit titans defend track record as earnings land
ALTERNATIVES NOV 06, 2025
Private credit titans defend track record as earnings land

Profit and revenue reveals have given investors a look to probe deeper into the state of the market.

By Bloomberg
Advisors reflect on AI and crypto outlooks after endowment study shows outperformance
EQUITIES NOV 06, 2025
Advisors reflect on AI and crypto outlooks after endowment study shows outperformance

Wealth managers weigh in on AI and crypto investing in the wake of a new study on endowment returns.

By Gregg Greenberg
‘Jenga tower’ US economy teeters as middle class pulls back spending
EQUITIES NOV 06, 2025
‘Jenga tower’ US economy teeters as middle class pulls back spending

The imbalance between rich households and lower-income earners is taking on new importance as more company executives flag strains in buying habits.

By Bloomberg
Schwab to snap up private-shares platform Forge Global in $660M deal
ALTERNATIVES NOV 06, 2025
Schwab to snap up private-shares platform Forge Global in $660M deal

The RIA custody and brokerage giant's announcement highlights a growing push among major brokerages to bring private market investments to retail and RIA clients.

By Leo Almazora
'Ignore AI, politics and tariff noise – bonds are doing their own thing'
FIXED INCOME NOV 05, 2025
'Ignore AI, politics and tariff noise – bonds are doing their own thing'

Speaking to InvestmentNews at IMPACT 2025, Schwab’s Kathy Jones says the Fed has never been subject to such overt political pressure but that fixed income is doing what it is supposed to do.

By James Burton
JPMorgan’s billionaire clients want sports teams more than fine art
ALTERNATIVES NOV 05, 2025
JPMorgan’s billionaire clients want sports teams more than fine art

The share of ultra-rich families with controlling stakes has surged to 20% from three years ago, pushing such franchise investments beyond just "passion investments."

By Bloomberg
Financial advisors share how to diversify out of concentrated AI positions
EQUITIES NOV 05, 2025
Financial advisors share how to diversify out of concentrated AI positions

The run-up in AI stocks has created a great deal of concentrated risk in client portfolios that advisors need to address.

By Gregg Greenberg
Wall Street drops fear of ‘hot commie summer’ in overture to Mamdani
ALTERNATIVES NOV 05, 2025
Wall Street drops fear of ‘hot commie summer’ in overture to Mamdani

Billionaire investor Bill Ackman and other members of New York's wealthy elite are offering their support.

By Bloomberg
Financial stress takes a toll on Americans' health, MassMutual report reveals
RETIREMENT PLANNING NOV 05, 2025
Financial stress takes a toll on Americans' health, MassMutual report reveals

Head of wealth management, Vaughn Bowman, speaks with InvestmentNews.

By Steve Randall
Private markets become advisors' new battleground
ALTERNATIVES NOV 05, 2025
Private markets become advisors' new battleground

Survey reveals most advisors plan to add access within a year.

By Steve Randall
IPO, crypto ETF approvals go through SEC triage as shutdown drags on
EQUITIES NOV 04, 2025
IPO, crypto ETF approvals go through SEC triage as shutdown drags on

The Securities and Exchange Commission's work around easing alternatives in 401(k)s has also slowed down as staff furloughs bite at the agency.

By Leo Almazora
Private credit earnings arrive amid fears of market’s weak link
ALTERNATIVES NOV 04, 2025
Private credit earnings arrive amid fears of market’s weak link

Leery investors are looking hard at the usually obscure BDC space.

By Bloomberg
First Brands sues founder for allegedly pilfering firm funds
FIXED INCOME NOV 04, 2025
First Brands sues founder for allegedly pilfering firm funds

The bankrupt automotive supplier says he took millions of dollars to fund a lavish lifestyle.

By Bloomberg
ETF boom masks uneven market: record $1.1T inflows highlight a 'gilded' rally
ETFS NOV 04, 2025
ETF boom masks uneven market: record $1.1T inflows highlight a 'gilded' rally

October's record ETF surge fuels optimism, but concentration and risks echo a modern Gilded Age.

By Steve Randall
Tokenized assets shift into high gear as institutions accelerate adoption
ALTERNATIVES NOV 03, 2025
Tokenized assets shift into high gear as institutions accelerate adoption

Custody leaders are driving tokenization forward while wealth firms race to catch up.

By Steve Randall
State Street takes minority stake in leading global private market secondaries firm
ALTERNATIVES NOV 03, 2025
State Street takes minority stake in leading global private market secondaries firm

US firm is also reported to be in talks to buy a stake in an Indian mutual fund.

By Steve Randall
HNWIs still splurging on art, collectibles amid economic uncertainty
ALTERNATIVES NOV 03, 2025
HNWIs still splurging on art, collectibles amid economic uncertainty

A 12% drop in aggregate art sales last year, which brought total transactions worldwide to $57.5 billion, belies generational and demographic shifts supporting the collectibles space.

By Leo Almazora
Yardeni warns ‘too many bulls’ put stocks on cusp of a pullback
EQUITIES NOV 03, 2025
Yardeni warns ‘too many bulls’ put stocks on cusp of a pullback

It could take just one unexpected event to push the market off its concentrated highs, though that could be hard given the usual year-end optimism.

By Bloomberg
Finra hits First Trust Portfolios with $10M fine for excessive gifts, entertainment
ETFS NOV 03, 2025
Finra hits First Trust Portfolios with $10M fine for excessive gifts, entertainment

The multimillion-dollar settlement follows findings that First Trust exceeded industry limits on non-cash perks and misled client firms about the extent of its spending.

By Leo Almazora