Investing

Displaying 16083 results
Avalanche of peak boomer retirements will have “a significant impact,” warns study
RETIREMENT PLANNING AUG 27, 2024
Avalanche of peak boomer retirements will have “a significant impact,” warns study

Research from the Alliance of Lifetime Income highlights the economic implications of a historic turnover in the workforce.

By Leo Almazora
Trump trades are fading amid pro-Harris poll surge
EQUITIES AUG 27, 2024
Trump trades are fading amid pro-Harris poll surge

Amid shifting views on the presidential election, traders are looking for protection against stock volatility.

By Bloomberg
Investors like annuities in 401(k)s, for other people
RETIREMENT PLANNING AUG 27, 2024
Investors like annuities in 401(k)s, for other people

Lifetime income options are good for those who are less financially savvy, a focus group with at least $500,000 said.

By Emile Hallez
Tech stocks trip as Powell pivot spurs "rotation trade" talk
EQUITIES AUG 26, 2024
Tech stocks trip as Powell pivot spurs "rotation trade" talk

A wavering of bullish momentum in US stocks is putting Nvidia's earnings in the spotlight.

By Bloomberg
Bitcoin ETFs benefit as crypto touches $65K
ETFS AUG 26, 2024
Bitcoin ETFs benefit as crypto touches $65K

But Ether trade was weaker early Monday.

By Bloomberg
Pimco-backed offices get downgrade from Moody's as losses continue
ALTERNATIVES AUG 23, 2024
Pimco-backed offices get downgrade from Moody's as losses continue

Ratings agency demotes mortgage-backed debt to junk status on rising expectations of interest-payment shortfalls.

By Bloomberg
Advisors need alts education … but what training do they want?
ALTERNATIVES AUG 23, 2024
Advisors need alts education … but what training do they want?

Alternative asset managers weigh in on the most valued types of education for financial advisors.

By Leo Almazora
Amplify launches new growth-oriented covered call ETF 
ETFS AUG 23, 2024
Amplify launches new growth-oriented covered call ETF 

Fund seeks to lower volatility and pay high current income on a monthly basis.

By Steve Randall
Annuities post $109B sales record in Q2 as deferred annuities surge
LIFE INSURANCE AND ANNUITIES AUG 22, 2024
Annuities post $109B sales record in Q2 as deferred annuities surge

Indexed and structured products logged robust double-digit growth as fixed-rate annuities face challenges from declining rates, says new report.

By Leo Almazora
Stocks stall as traders parse jobless claims, Fed policymakers' comments
EQUITIES AUG 22, 2024
Stocks stall as traders parse jobless claims, Fed policymakers' comments

Market analysts continue to whet their appetites before the much-anticipated Jackson Hole speech.

By Bloomberg
Cardea reboots to Fourcore with backing from Nobel dynasty members
ALTERNATIVES AUG 21, 2024
Cardea reboots to Fourcore with backing from Nobel dynasty members

The firm has secured a $25M funding commitment to support its push to build a unique next-gen approach to asset management.

By Leo Almazora
Western Asset's co-CIO Leech takes leave of absence amid SEC probe
FIXED INCOME AUG 21, 2024
Western Asset's co-CIO Leech takes leave of absence amid SEC probe

The fixed-income star at the Franklin Templeton-owned firm is facing scrutiny over some past trades in Treasury derivatives.

By Bloomberg
Stocks approach all-time highs as Fed minutes lift rate cut hopes
EQUITIES AUG 21, 2024
Stocks approach all-time highs as Fed minutes lift rate cut hopes

Notes from the central bank's July meeting and an expected revision in jobs growth are keeping traders busy ahead of this week's Jackson Hole speech.

By Bloomberg
Private markets set to grow into a $65T opportunity, says Bain
ALTERNATIVES AUG 21, 2024
Private markets set to grow into a $65T opportunity, says Bain

The alternative investment giant sees private markets growing rapidly through 2032 as retail interest increases and public market returns slow down.

By Leo Almazora
MassMutual continues to build out its alts shelf
ALTERNATIVES AUG 20, 2024
MassMutual continues to build out its alts shelf

The firm’s latest partnership expands on its efforts to give advisors at its IBD unit a more diversified investment menu.

By Leo Almazora
New premiums on life insurance stayed stable in Q2 2024, says Limra
LIFE INSURANCE AND ANNUITIES AUG 20, 2024
New premiums on life insurance stayed stable in Q2 2024, says Limra

Preliminary results show new annualized premiums hit $3.97B as whole life sales struggled and indexed universal life sales climbed.

By Leo Almazora
Gen AI takes priority for asset managers as ESG excitement cools
ALTERNATIVES AUG 20, 2024
Gen AI takes priority for asset managers as ESG excitement cools

Index Industry Association survey reveals growing adoption of AI tools, tempered ESG expectations, and evolving demands for index providers.

By Leo Almazora
Could annuities help anchor long-term client relationships?
LIFE INSURANCE AND ANNUITIES AUG 19, 2024
Could annuities help anchor long-term client relationships?

Survey findings suggest financial advisors could unlock organic growth opportunities as annuities attract new buyers.

By Leo Almazora
Finra bars broker who forged clients’ annuity switches
INDEPENDENT BROKER DEALERS AUG 19, 2024
Finra bars broker who forged clients’ annuity switches

"We're seeing more instances of clients being switched out of annuities," says one plaintiff's attorney.

By Bruce Kelly
Challenge for ETFs in the ether
ALTERNATIVES AUG 19, 2024
Challenge for ETFs in the ether

The first spot-price ether ETFs have been out for a month, during which time investors pulled money from the biggest product and prices dropped 20 percent.

By Emile Hallez