Investing

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US firms' dividend boom boosts Q2 payouts to $161.5B
EQUITIES SEP 11, 2024
US firms' dividend boom boosts Q2 payouts to $161.5B

Alphabet and Meta's debut as dividend payers, coupled with corporate earnings growth, added to the bullish picture of American companies rewarding shareholders.

By Leo Almazora
Term life sales on pace for record year, says Limra
LIFE INSURANCE AND ANNUITIES SEP 11, 2024
Term life sales on pace for record year, says Limra

Industry data show term products capturing 20 percent of the US individual market, with $1.5B in premiums over the first six months of 2024

By Leo Almazora
Luxury real estate is the shiny new thing in muni bond markets
MUTUAL FUNDS SEP 11, 2024
Luxury real estate is the shiny new thing in muni bond markets

Demand for luxury junk deals has helped drive outsized returns in high-yield municipal bonds this year, exemplifying a trend that favors developments for the ultra-rich.

By Bloomberg
Trump's social media stock nosedives after debate with Harris
EQUITIES SEP 11, 2024
Trump's social media stock nosedives after debate with Harris

The company's share price plummeted more than 13 percent as investors took a post-mortem of Trump's performance on Tuesday night.

By Leo Almazora
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s
RETIREMENT PLANNING SEP 11, 2024
Workers feeling retirement-ready as they reimagine their relationship with 401(k)s

Nationwide survey research reveals snapshot of sentiments around retirement, economic anxieties, and need for protected income.

By Leo Almazora
Gold edges down as higher core inflation dampens Fed cut expectations
ALTERNATIVES SEP 11, 2024
Gold edges down as higher core inflation dampens Fed cut expectations

Data showing a surprise housing-driven uptick push Treasury yields higher, dimming demand for the yellow metal.

By Bloomberg
'Crypto could become a standard sleeve in diversified portfolios'
ALTERNATIVES SEP 11, 2024
'Crypto could become a standard sleeve in diversified portfolios'

A new report reveals that digital assets are increasingly being recommended by wealth managers.

By Gregg Greenberg
ETFs come back from August volatility to take in $73B in inflows
EQUITIES SEP 10, 2024
ETFs come back from August volatility to take in $73B in inflows

A broad stumble in equity strategies was offset by steadiness in fixed income and momentum in rate-sensitive sectors such as real estate.

By Leo Almazora
The US retirement system need to evolve, says TIAA Institute
RETIREMENT PLANNING SEP 10, 2024
The US retirement system need to evolve, says TIAA Institute

As lifespans get longer and workers' access to DB plans decrease, researchers make the case for a "hybrid" system to support retirees.

By Leo Almazora
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations
EQUITIES SEP 10, 2024
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations

The remarks at an industry conference Tuesday sent the Wall Street bank on its biggest intraday tumble in more than four years.

By Bloomberg
Investors claiming "emotional distress damages" win lawsuit involving GWG bonds
FIXED INCOME SEP 10, 2024
Investors claiming "emotional distress damages" win lawsuit involving GWG bonds

"This is one of the largest emotional distress damages awarded in Finra’s history,” says attorney.

By Bruce Kelly
September is historically a scary month for stocks. Why not "market time" it?
EQUITIES SEP 10, 2024
September is historically a scary month for stocks. Why not "market time" it?

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market's trickiest month.

By Gregg Greenberg
Apollo quietly progresses toward first private-asset ETF
ALTERNATIVES SEP 10, 2024
Apollo quietly progresses toward first private-asset ETF

The alternative investment giant is dipping into the ETF space through a partnership with State Street, a filing with the SEC shows.

By Bloomberg
Kestra bolsters alts focus with deepened iCapital partnership
ALTERNATIVES SEP 10, 2024
Kestra bolsters alts focus with deepened iCapital partnership

The financial services firm's enhanced fintech collaboration integrates advanced capabilities to give advisors a more seamless experience.

By Leo Almazora
Capital Group enhances multi-asset shelf with blended target-date series
RETIREMENT PLANNING SEP 09, 2024
Capital Group enhances multi-asset shelf with blended target-date series

Combining CITs and ETFs, the firm's newest offerings include index-based passive exposures from State Street and BlackRock.

By Leo Almazora
BlackRock eases off the risk pedal across $131B model portfolios
EQUITIES SEP 09, 2024
BlackRock eases off the risk pedal across $131B model portfolios

The world's largest asset manager is taking a step back from US stocks and growth in the lead-up to the Fed's hotly anticipated September cut and a dead-heat presidential race.

By Bloomberg
Would a sovereign wealth fund work in the US?
ALTERNATIVES SEP 09, 2024
Would a sovereign wealth fund work in the US?

Trump briefly floated the idea this week, and he's far from the first to do so, but does the US really need a national fund?

By Emile Hallez
Luma forges alts alliance with Arete Wealth
ALTERNATIVES SEP 09, 2024
Luma forges alts alliance with Arete Wealth

The strategic partnership promises to help advisors at the hybrid RIA grow their business around annuities and structured products.

By Leo Almazora
Crypto’s influence on the election
ALTERNATIVES SEP 09, 2024
Crypto’s influence on the election

With the FTX meltdown no longer a fresh memory and the crypto business funneling cash into political action committees, is Gary Gensler’s SEC a liability for Democrats?

By Emile Hallez
Western Asset clients yank $4.9B after co-CIO's sudden leave
MUTUAL FUNDS SEP 06, 2024
Western Asset clients yank $4.9B after co-CIO's sudden leave

The SEC and justice department are probing whether the firm, a subsidiary of Franklin Templeton, cherry-picked trades to favor certain clients.

By Bloomberg