Investing

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Trump to sign order opening 401(k)s to private equity
RETIREMENT PLANNING AUG 07, 2025
Trump to sign order opening 401(k)s to private equity

The executive order directed at the Department of Labor and the Securities and Exchange Commission also gives an opening to cryptocurrencies and other alternative investments.

By Leo Almazora
St. Louis RIA bets on faster trading with Longview Advantage ETF
ETFS AUG 07, 2025
St. Louis RIA bets on faster trading with Longview Advantage ETF

"We're not bloated, we're not slow, and we can buy these stocks within days, rather than within quarters," former Dimensional Fund Advisor PM Matt Zenz, who now is the CIO of the $1.1 billion RIA Hill Investment Group, told InvestmentNews.

By Andrew Cohen
How much is too much when it comes to alternatives? Advisors say: 'It varies'
ALTERNATIVES AUG 06, 2025
How much is too much when it comes to alternatives? Advisors say: 'It varies'

Wealth managers weigh in on their alternative asset allocations, as well as name their favorite private market investments.

By Gregg Greenberg
Bets on Fed rate cuts are sweeping through US bond market
FIXED INCOME AUG 06, 2025
Bets on Fed rate cuts are sweeping through US bond market

Signs of a faltering American economy and growing support for easier policy rates at the Fed are swaying fixed-income investors.

By Bloomberg
Homeowners have seen their home equity jump $600B in the past year
ALTERNATIVES AUG 05, 2025
Homeowners have seen their home equity jump $600B in the past year

Report highlights ability for owners to unlock larger loan offers.

By Steve Randall
Active management questioned as report reveals few funds outperformed passive options
ETFS AUG 05, 2025
Active management questioned as report reveals few funds outperformed passive options

Low active success rates highlight the need for selectivity, report says.

By Steve Randall
Apollo draws $61 billion in record quarter driven by lending
ALTERNATIVES AUG 05, 2025
Apollo draws $61 billion in record quarter driven by lending

The alternative asset giant saw a boost in fee-based profits as its push to launch semi-liquid strategies for more everyday investors continues.

By Bloomberg
TSMC discovers potential leak of advanced chipmaking tech
EQUITIES AUG 05, 2025
TSMC discovers potential leak of advanced chipmaking tech

Nvidia, Apple chipmaker reportedly fired employees, launched probe.

By Bloomberg
Retail investors cautiously re-engaged in July, Schwab data reveals
EQUITIES AUG 04, 2025
Retail investors cautiously re-engaged in July, Schwab data reveals

The firm's proprietary index of investor activity nudged higher last month.

By Steve Randall
GeoWealth secures $38M in funding round led by major alternative investment manager
ALTERNATIVES AUG 03, 2025
GeoWealth secures $38M in funding round led by major alternative investment manager

Series C funding will accelerate unification of TAMP’s model portfolios.

By Steve Randall
Research highlights growing need for personalized retirement solutions as investors age
RETIREMENT PLANNING AUG 01, 2025
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

By Leo Almazora
Wall Street’s months-long truce with Washington is shattering
EQUITIES AUG 01, 2025
Wall Street’s months-long truce with Washington is shattering

Tariff shocks and a weak July jobs report triggered an inauspicious start to August, sparking volatility across the equity and bond markets.

By Bloomberg
US leveraged-loan sales soar to new high in record-breaking July
FIXED INCOME AUG 01, 2025
US leveraged-loan sales soar to new high in record-breaking July

The junk debt market is looking hot for the summer as a drought in buyouts and demand for floating-rate debt work in issuers' favor.

By Bloomberg
Fed rate cut back in play after July jobs miss with 73,000 added to nonfarm payrolls
EQUITIES AUG 01, 2025
Fed rate cut back in play after July jobs miss with 73,000 added to nonfarm payrolls

Hiring slows in July as downward revisions and rising unemployment rate strengthen the case for a Federal Reserve rate cut.

By Leo Almazora
WisdomTree to acquire $1.85B AUM specialist asset manager
ALTERNATIVES AUG 01, 2025
WisdomTree to acquire $1.85B AUM specialist asset manager

The deal marks a strategic entry into private asst markets for the ETP, ETF innovator.

By Steve Randall
Why the $5-10M market provides growth potential for advisors, financial institutions
PRACTICE MANAGEMENT JUL 31, 2025
Why the $5-10M market provides growth potential for advisors, financial institutions

New report reveals growing power of this cohort of almost 2 million households.

By Steve Randall
Capital Group, KKR eye first public-private equity fund in SEC filing
ALTERNATIVES JUL 30, 2025
Capital Group, KKR eye first public-private equity fund in SEC filing

The $3 trillion investment manager is projecting an early 2026 launch for its blended strategy, which would put up to 40% of assets in PE investments or funds offered by KKR.

By Leo Almazora
Will solar stocks shine in the wake of Trump's One Big Beautiful Bill Act?
EQUITIES JUL 30, 2025
Will solar stocks shine in the wake of Trump's One Big Beautiful Bill Act?

Wealth managers shed some light on the future of solar stocks now that the OBBBA has been enacted.

By Gregg Greenberg
Fed holds rates steady; economists expect September may be a different story
EQUITIES JUL 30, 2025
Fed holds rates steady; economists expect September may be a different story

"The rate-setting committee has set the stage to take action at the next meeting. If economic conditions weaken, the committee will likely cut rates by a quarter point in September," said Jeffrey Roach, chief economist at LPL Financial.

By Andy Burt
Divided Fed maintains interest rate hold for July as criticisms build
EQUITIES JUL 30, 2025
Divided Fed maintains interest rate hold for July as criticisms build

President Donald Trump, Treasury Secretary Scott Bessent, and two Federal Reserve governors have all raised concerns questioning the central bank's leadership.

By Leo Almazora