Advyzon research reveals steady decline in advisors’ cash allocations, along with ETFs’ decisive victory over mutual funds.
Report shows $4.3T ETF haul in retail financial advisor channels, with even larger allocations by 2025 as model portfolios unlock opportunities.
The proposed legislation governing funds for fiscal year 2025 would hamper the agency’s ability to administer, implement, or enforce the rule.
There is nary a bear in sight, yet advisors need to take geopolitical worries into account, says a Wellington-Altus stategist.
"Buying options is fraught with risk for financial advisors," one attorney noted.
Gold has been shining in the past year and advisors are taking notice.
The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.
Firms must take reasonable steps to avoid financial advisors' selling away, one compliance expert noted.
Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.
Prudential Life says there’s hope for 55-year-olds even as trends of inflation, disappearing DB pensions and “silver squatters” wear on.
High-profile hospital collapse sparks legislative action to ban REITs as landlords that experts say misses the mark.
The mutual fund giant’s move to adopt Vanguard’s dual-class model puts it in the running with other asset managers looking for a stake.
Patience is rarely rewarded when it comes to redemptions of some nontraded REITs, one executive noted.
The leading alts provider reports a significant year-on-year demand spike for the flexible investment options as the quest for diversification continues.
BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.
While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.
The asset manager is giving advisors more power to personalize portfolios with fixed-income and multi-asset options.
Equity smart-beta ETFs have raked in nearly $48B so far this year as money managers look to spread their exposures or ride the biggest winners.
Era of 'easy money' in emerging markets may be over for now.
Details behind Blackstone deal with KKR hints at rising pressure from mounting redemption requests and high borrowing costs.
