Investing

Displaying 16085 results
Ether ETF approval could be sooner than you think
ETFS JUN 14, 2024
Ether ETF approval could be sooner than you think

SEC chair hints at a possible timetable for new crypto funds.

By Bloomberg
NY Life backs away from semi-transparent ETFs
ETFS JUN 13, 2024
NY Life backs away from semi-transparent ETFs

Latest move is more evidence the structure has not taken off as expected, says industry expert.

By Emile Hallez
Northern Trust Asset Management appoints new global funds chief
ETFS JUN 13, 2024
Northern Trust Asset Management appoints new global funds chief

New leader will lead the team managing ETFs, mutuals with $230B AUM.

By Steve Randall
Prosecutor claims GPB 'was built on lies'
ALTERNATIVES JUN 12, 2024
Prosecutor claims GPB 'was built on lies'

GPB executives used phony, back-dated documents as part of a scheme to defraud investors, federal prosecutor claims.

By Bruce Kelly
DC plan sponsors are turning their attention to retirement income
RETIREMENT PLANNING JUN 11, 2024
DC plan sponsors are turning their attention to retirement income

New PIMCO study underscores trends in non-guaranteed income solutions, QDIAs, and diverging approaches to address retirees' needs.

By Leo Almazora
Questions for $67B ETF as Nvidia overshadows Apple
ETFS JUN 11, 2024
Questions for $67B ETF as Nvidia overshadows Apple

Ranked among the world's biggest tech ETFs, the thematic fund by State Street may have to radically shake up its portfolio makeup.

By Bloomberg
Hedge funds ditch chip stocks for software in tech investing U-turn
ALTERNATIVES JUN 10, 2024
Hedge funds ditch chip stocks for software in tech investing U-turn

Fund managers have been net sellers of the AI craze's biggest beneficiaries – is it a tactical pivot or a course change?

By Bloomberg
BlackRock kills 15 funds, including remote-work ETF
ETFS JUN 10, 2024
BlackRock kills 15 funds, including remote-work ETF

The biggest sustainable investment manager in the US is also cutting six such products.

By Emile Hallez
Principal client wins $7 million claim involving annuities
INDEPENDENT BROKER DEALERS JUN 10, 2024
Principal client wins $7 million claim involving annuities

'The evidence further reflected a pattern of churning,' one executive said about the case.

By Bruce Kelly
Biggest CLO ETF cements its dominance as it smashes $10B AUM barrier
ETFS JUN 10, 2024
Biggest CLO ETF cements its dominance as it smashes $10B AUM barrier

The fund, which is neither the first mover nor the price leader, now has a roughly 90 percent share of the bourgeoning market.

By Bloomberg
Cetera builds insurance planning muscle with Fidelity alum
RETIREMENT PLANNING JUN 10, 2024
Cetera builds insurance planning muscle with Fidelity alum

The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.

By Leo Almazora
Employers keep offloading pensions to insurance companies
RETIREMENT PLANNING JUN 07, 2024
Employers keep offloading pensions to insurance companies

Sales through March in 2024 were the highest seen during the first quarter of a year, according to Limra.

By Emile Hallez
GPB top executives’ criminal trial to start Monday
ALTERNATIVES JUN 07, 2024
GPB top executives’ criminal trial to start Monday

'The GPB case is bewildering,' says one senior brokerage executive.

By Bruce Kelly
Blackstone exec sees light at the end of the REIT liquidity tunnel
ALTERNATIVES JUN 06, 2024
Blackstone exec sees light at the end of the REIT liquidity tunnel

Firm's global co-head of real estate says bidders for real estate are coming back as costs of capital come down.

By Bloomberg
Most advisors plan to dial up private markets exposures
ALTERNATIVES JUN 06, 2024
Most advisors plan to dial up private markets exposures

Survey reveals a bulk of advisors worldwide believe in the asset class – but is client ignorance holding them back?

By Leo Almazora
Ether ETFs face crucial demand test
ALTERNATIVES JUN 06, 2024
Ether ETFs face crucial demand test

Ethereum's lower profile compared to Bitcoin and tepid response from global investors muddy the outlook for second-largest token.

By Bloomberg
KKR REIT makes moves to prop up its NAV
ALTERNATIVES JUN 05, 2024
KKR REIT makes moves to prop up its NAV

'What KKR is doing is a bold move that favors the investor,' one senior industry executive says.

By Bruce Kelly
SEC's hedge fund clampdown faces setback in US court
ALTERNATIVES JUN 05, 2024
SEC's hedge fund clampdown faces setback in US court

The regulator is weighing its options after a federal appeals court ruled against its proposed fee disclosure rule.

By Bloomberg
Envestnet moves to make its UMA platform more personal
ALTERNATIVES JUN 05, 2024
Envestnet moves to make its UMA platform more personal

The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.

By Leo Almazora
CEO of David Lerner faces Finra investigation over product sales
ALTERNATIVES JUN 04, 2024
CEO of David Lerner faces Finra investigation over product sales

'For a CEO to be investigated by Finra is a pretty serious red flag, traditionally,' says one attorney.

By Bruce Kelly