Investing

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Financial advisors keeping close eye on rising 'fear index'
EQUITIES JAN 13, 2025
Financial advisors keeping close eye on rising 'fear index'

The VIX, or so called "fear index," is shifting higher with increased market volatility, causing wealth managers to ready themselves for anxious client calls.

By Gregg Greenberg
Dodge & Cox reveals CEO Dana Emery to step down
MUTUAL FUNDS JAN 10, 2025
Dodge & Cox reveals CEO Dana Emery to step down

The mutual fund giant's chair and chief executive is retiring after a lengthy 40-year tenure at the firm.

By Leo Almazora
S&P 500 erases 2025 gains on jobs blowout
EQUITIES JAN 10, 2025
S&P 500 erases 2025 gains on jobs blowout

Larger-than-expected jump in nonfarm payrolls accelerates Treasury selloff as traders slash bets for Federal Reserve rate cuts.

By Bloomberg
What's next for the annuities space in 2025?
RETIREMENT PLANNING JAN 09, 2025
What's next for the annuities space in 2025?

Cross-currents from inflation, the stock market, and demand for protected growth are converging into a mixed picture, says Limra.

By Leo Almazora
Blackstone’s latest fund rakes in cash, sells more than $1B
EQUITIES JAN 09, 2025
Blackstone’s latest fund rakes in cash, sells more than $1B

It’s the second straight year that Blackstone has launched a new fund in the alternative investment space and had a hit right off the bat.

By Bruce Kelly
Over half of advisors warming up to crypto after Trump's election win, finds survey
ALTERNATIVES JAN 09, 2025
Over half of advisors warming up to crypto after Trump's election win, finds survey

With nearly all poll participants fielding questions from curious clients, the percentage of advisors investing in the asset class has doubled from 2023.

By Leo Almazora
Wealth managers reject bearish arguments as S&P goes for 'three-peat'
RIA NEWS JAN 09, 2025
Wealth managers reject bearish arguments as S&P goes for 'three-peat'

Wall Street may not be expecting an S&P 500 "three-peat" victory in 2025, but that does not mean they are not bullish.

By Gregg Greenberg
Big tech lovers and abstainers fuel record boom for Invesco ETFs
EQUITIES JAN 08, 2025
Big tech lovers and abstainers fuel record boom for Invesco ETFs

The asset management giant took third place for overall flows last year as it tapped into a divisive debate on how to play US stocks.

By Bloomberg
Closed-end fund investors seeking to build on solid 2024 returns
EQUITIES JAN 08, 2025
Closed-end fund investors seeking to build on solid 2024 returns

Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.

By Gregg Greenberg
Northwestern Mutual makes private-credit push with Sixth Street partnership
ALTERNATIVES JAN 07, 2025
Northwestern Mutual makes private-credit push with Sixth Street partnership

The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.

By Leo Almazora
Winklevoss twins’ Gemini to pay $5M in CFTC settlement
ALTERNATIVES JAN 07, 2025
Winklevoss twins’ Gemini to pay $5M in CFTC settlement

The agreement puts an end to one of many Biden-era efforts to exert regulatory control over the cryptocurrency space.

By Bloomberg
PE industry hopeful about 401(k)s in second Trump administration
RETIREMENT PLANNING JAN 06, 2025
PE industry hopeful about 401(k)s in second Trump administration

Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry may be lobbying the Trump administration to get into the 401(k) market meaningfully.

By Emile Hallez
Mesirow wades deeper into alternatives with Bastion Management
ALTERNATIVES JAN 06, 2025
Mesirow wades deeper into alternatives with Bastion Management

With a specialist focus in the private credit space, the Chicago-based firm's latest acquisition marks the latest expansion of its alts platform for institutional investors and high-net-worth clients.

By Leo Almazora
How advisors are finding fixes for retirees squeezed by inflation
RETIREMENT PLANNING JAN 06, 2025
How advisors are finding fixes for retirees squeezed by inflation

Financial advisors are still battling inflation in client accounts despite the Fed's best efforts.

By Gregg Greenberg
Gold investors stay bullish for 2025 on expected Trump turbulence
ALTERNATIVES JAN 06, 2025
Gold investors stay bullish for 2025 on expected Trump turbulence

After a stellar 2024, money managers see a solid case for the yellow metal as a wealth protector and market shock absorber.

By Bloomberg
Verizon, State Street sued over pension-risk transfer to Prudential, RGA
LIFE INSURANCE AND ANNUITIES JAN 02, 2025
Verizon, State Street sued over pension-risk transfer to Prudential, RGA

A $5.9 billion pension liabilities transfer Verizon made last year to Prudential and RGA is at the center of the latest lawsuit over pension-risk transfers.

By Emile Hallez
Women, younger collectors are sculpting a new art investment market
ALTERNATIVES JAN 02, 2025
Women, younger collectors are sculpting a new art investment market

UBS art advisory expert paints a positive picture of collectibles.

By Steve Randall
InvestCloud claims industry first with private-markets account offering
ALTERNATIVES DEC 19, 2024
InvestCloud claims industry first with private-markets account offering

The wealth tech platform's latest offering gives firms and advisors an alternative-investing boost through a dedicated sleeve for private markets securities.

By Leo Almazora
Alternatives still in the mix for advisors in 2025, despite bull run
EQUITIES DEC 18, 2024
Alternatives still in the mix for advisors in 2025, despite bull run

Wealth managers are not giving up on private equity heading into the new year, even as publicly traded stocks soar.

By Gregg Greenberg
BlackRock ETF takes first bite of blockchain-based muni debt
ETFS DEC 18, 2024
BlackRock ETF takes first bite of blockchain-based muni debt

The world's largest asset manager claims leadership as the first investor to buy a piece of the first-of-its-kind municipal bond issuance.

By Bloomberg