Lunn will work closely Citi’s Multi-Asset Class Solutions, Discretionary Alternatives, and Wealth CIO teams.
Franklin Templeton's head of global index portfolio management argues that international equity exposure has shifted from a performance trade-off to a portfolio protection strategy.
A new robo-advised fixed income offering brings professionally managed individual bond portfolios to everyday investors at a fraction of traditional costs.
Tokenization goes mainstream with regulators watching prompting some firms to take a proactive approach.
Mixed fortunes for tech stocks sees Nvidia dethroned, Musk’s personal wealth slips below $700B.
Markets are pricing in a one-in-three chance of a rate hike this week — a sharp jump from just weeks ago. Here's what advisors need to know before Wednesday's decision, and how to talk to clients about it.
From Robinhood to Charles Schwab, overnight equity trading is already live. The question is what comes next?
Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.
The three-firm alliance debuts two closed-end funds giving wealth management clients simplified access to private equity, real estate and credit.
“Signals from the Noise” is being used to tout T. Rowe Price’s active ETF strategy
New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion.
BlackRock's CIO of fixed income ties resilient but narrowing growth and higher yields to a new playbook.
Advisors are using buffer ETFs to manage cash. And more
"We've always believed the biggest opportunities come from long-term shifts that reshape entire industries,” said Jon McNeill, co-founder of VistaShares
Three firms using Section 351 exchanges, deregulation themes, and active allocation explain why the ETF wrapper has become the structure of choice — and why distribution remains the hardest problem.
Autos, dairy and alcohol targeted as Ottawa weighs retaliation and Carney cites sovereignty threats.
SMA conversions are pushing ETFs further into advisor workflows, according to JP Morgan Asset Management.
Demand for digital assets from retail investors is likely to keep increasing.
Institutional momentum intensifies but the public are distrusting of cryptocurrency and potential negatives for society.
BlackRock's Elise Terry on how firms are using ETFs to chase alpha, income and access once reserved for institutions.
