Investing

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Nasdaq seeks SEC nod for tokenized stock trading
EQUITIES SEP 08, 2025
Nasdaq seeks SEC nod for tokenized stock trading

The New York-based exchange's bid to trade tokenized versions of listed stocks and funds comes as Washington signals a friendlier stance toward digital assets.

By Leo Almazora
iCapital takes on private-market liquidity challenge with strategic investment in Tangible Markets
ALTERNATIVES SEP 08, 2025
iCapital takes on private-market liquidity challenge with strategic investment in Tangible Markets

The integration into iCapital's platform will give advisors and qualified investors a means to rebalance portfolios through a robust buyer-seller network.

By Leo Almazora
Gen X lags as retirement confidence gap widens, BlackRock survey finds
RETIREMENT PLANNING SEP 08, 2025
Gen X lags as retirement confidence gap widens, BlackRock survey finds

Latest annual research sheds light on demographic disparities, as well as the rising role of guaranteed income and alternative investments in workplace retirement plans.

By Leo Almazora
Franklin Templeton taps former BlackRock executive Daniel Gamba in leadership shakeup
ALTERNATIVES SEP 08, 2025
Franklin Templeton taps former BlackRock executive Daniel Gamba in leadership shakeup

The global asset manager's latest hire, most recently with Northern Trust, arrives as it looks to extend its reach into the private market space.

By Leo Almazora
Bank of America sees two Fed rate cuts this year vs. none before
WIREHOUSES SEP 05, 2025
Bank of America sees two Fed rate cuts this year vs. none before

The banking giant has given up its holdout position among Wall Street lenders as new jobs data from August show "clearer evidence of deterioration."

By Bloomberg
Tesla offers unprecedented $1 trillion pay package to Musk
EQUITIES SEP 05, 2025
Tesla offers unprecedented $1 trillion pay package to Musk

The proposed 10-year incentive plan would entail growing the company eightfold to $8.5 trillion, more than double Nvidia's current market cap.

By Bloomberg
Why asset-based finance could be the next essential tool for RIAs
ALTERNATIVES SEP 04, 2025
Why asset-based finance could be the next essential tool for RIAs

Blake Eger, head of private credit at Saluda Grade, makes the case for a bright ABF future

By Steve Randall
Citi taps BlackRock to manage $80B in wealth assets, deepen tech partnership
ALTERNATIVES SEP 04, 2025
Citi taps BlackRock to manage $80B in wealth assets, deepen tech partnership

The bank's alliance with the asset management behemoth will see Citi unveil a new customized portfolio offering for clients across nearly 100 countries.

By Leo Almazora
Goldman Sachs to acquire $1B stake in T. Rowe Price, plots joint private-market offerings for retirement clients
RETIREMENT PLANNING SEP 04, 2025
Goldman Sachs to acquire $1B stake in T. Rowe Price, plots joint private-market offerings for retirement clients

The deal announced Thursday will see the firms offering target-date strategies, model portfolios, and other vehicles with a dose of private investment exposure.

By Leo Almazora
Annuity sales hit another high, notching seventh straight $100B+ quarter: LIMRA
LIFE INSURANCE AND ANNUITIES SEP 04, 2025
Annuity sales hit another high, notching seventh straight $100B+ quarter: LIMRA

Product innovation, a constructive economic backdrop, and greater awareness around guaranteed retirement income are driving annuities to potentially exceed $400 billion in sales by year-end.

By Leo Almazora
Advisors explain how they separate the AI reality from the hype
TECHNOLOGY SEP 04, 2025
Advisors explain how they separate the AI reality from the hype

Wealth managers are increasingly seeing 'AI washing' in the market. Here's how they determine what is real innovation and what is hype.

By Gregg Greenberg
Ex-Hightower CEO Bob Oros joins PPB Capital's board
ALTERNATIVES SEP 03, 2025
Ex-Hightower CEO Bob Oros joins PPB Capital's board

Wealth.com and Shaping Wealth have also tapped other industry heavyweights to beef up their own advisory boards.

By Leo Almazora
Is a bubble brewing in private credit? Wealth managers weigh in
ALTERNATIVES SEP 03, 2025
Is a bubble brewing in private credit? Wealth managers weigh in

Financial advisors offer their opinions on the rapid rise of private credit in client portfolios.

By Gregg Greenberg
SEC, CFTC team up to make spot crypto products market ready
ALTERNATIVES SEP 03, 2025
SEC, CFTC team up to make spot crypto products market ready

Regulators set roadmap for innovation with investor protections.

By Steve Randall
Target date funds continue to grow, new data shows assets total $4.7T
RETIREMENT PLANNING SEP 03, 2025
Target date funds continue to grow, new data shows assets total $4.7T

Report reveals increased focus on funds with built-in income features.

By Steve Randall
Over 450 economists back Cook, Fed independence in open letter
FIXED INCOME SEP 02, 2025
Over 450 economists back Cook, Fed independence in open letter

The signatories supporting the Federal Reserve governor currently in President Trump's crosshairs include Nobel laureates, esteemed academics, and ex-Fed economists.

By Bloomberg
Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities
EQUITIES SEP 02, 2025
Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities

Fed policy, tariffs, inflation are risks, but PM says advisors can still uncover attractive entry points in overlooked sectors.

By Steve Randall
Treasuries hold recent gains as inflation gauge stabilizes
FIXED INCOME AUG 29, 2025
Treasuries hold recent gains as inflation gauge stabilizes

The Fed's preferred barometer of inflation stood unchanged at 2.6% in July, preserving expectations of interest rate cuts potentially starting in September.

By Bloomberg
Advisors prepare for the end of summer, markets 'September Effect'
EQUITIES AUG 29, 2025
Advisors prepare for the end of summer, markets 'September Effect'

Wealth managers are wrapping up their summer and getting ready for the historically choppy trading season that starts in September.

By Gregg Greenberg
Investors account for almost one third of all home purchases nationwide
ALTERNATIVES AUG 29, 2025
Investors account for almost one third of all home purchases nationwide

The share has dipped slightly from earlier in the year but is up year-over-year.

By Steve Randall