Investing

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Schwab to offer alternative investments for qualified investors
ALTERNATIVES MAY 23, 2024
Schwab to offer alternative investments for qualified investors

Executives at the online brokerage giant unveiled plans to roll out a platform that includes private credit, PE, VC, and long-short funds.

By Bloomberg
JPMorgan on the prowl for a partner in private credit
ALTERNATIVES MAY 23, 2024
JPMorgan on the prowl for a partner in private credit

The banking behemoth is looking to extend its $3.6T asset management arm's reach in the piping-hot sector, according to sources.

By Bloomberg
Amid mixed economic outlook, RIAs eye guaranteed investment solutions
RIA NEWS MAY 22, 2024
Amid mixed economic outlook, RIAs eye guaranteed investment solutions

Research lifts lid on RIAs' use of annuities, growth strategies, and opportunity to take wallet share from banks.

By Leo Almazora
Half of young investors see art investment as a 'safe haven'
ALTERNATIVES MAY 22, 2024
Half of young investors see art investment as a 'safe haven'

The increased focus on ESG investments is filtering down to the cultural space, says Deloitte's US art and finance lead.

By Emily Douglas
US individual annuities see record-breaking first quarter, says Limra
RETIREMENT PLANNING MAY 22, 2024
US individual annuities see record-breaking first quarter, says Limra

Latest survey reveals all-time high of $106.7B in Q1 sales, with winning streaks in fixed-rate deferred annuities, FIAs, and RILAs.

By Leo Almazora
We could still be at the start of a fixed income golden age
OPINION MAY 22, 2024
We could still be at the start of a fixed income golden age

Rate-cutting cycles happen only every few years - investors should position themselves to take advantage.

By Brendan Murphy
Annuity data firm Cannex inks partnership with Luma
FINTECH MAY 22, 2024
Annuity data firm Cannex inks partnership with Luma

The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.

By Leo Almazora
Active ETF strategies are in the driver’s seat
ETFS MAY 21, 2024
Active ETF strategies are in the driver’s seat

New global ETF survey finds 78 percent of investors planning to boost exposures to actively managed strategies, with 70 percent eyeing more active fixed income.

By Leo Almazora
Commonwealth sharpens HNW focus with iCapital partnership
ALTERNATIVES MAY 21, 2024
Commonwealth sharpens HNW focus with iCapital partnership

The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.

By Leo Almazora
REITs weather Red Lobster bankruptcy
ALTERNATIVES MAY 21, 2024
REITs weather Red Lobster bankruptcy

Was an all-you-can-eat shrimp promotion to blame?

By Bruce Kelly
Another thematic ETF launches to target global obesity battle
MUTUAL FUNDS MAY 21, 2024
Another thematic ETF launches to target global obesity battle

The fund will invest in stocks of drug manufacturers and related industries.

By Steve Randall
Louisiana moves to adopt annuity best-interest standard
RETIREMENT PLANNING MAY 20, 2024
Louisiana moves to adopt annuity best-interest standard

Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.

By Leo Almazora
Bitcoin fund behemoth Grayscale announces CEO succession
ALTERNATIVES MAY 20, 2024
Bitcoin fund behemoth Grayscale announces CEO succession

The crypto investment colossus is tapping an asset management veteran with history at Goldman, BlackRock, and Invesco as its next chief executive.

By Leo Almazora
Do private debt fund returns offset their risks?
ALTERNATIVES MAY 17, 2024
Do private debt fund returns offset their risks?

A new study asks how well the fast-growing alternative investment vehicles perform based on equity and debt benchmarks.

By Leo Almazora
Early adopter who understands collectibles
ALTERNATIVES MAY 16, 2024
Early adopter who understands collectibles

Alternative investments are going to continue to play a key role, even for the mass affluent market, says family office CEO.

By Emily Douglas
B. Riley bouncing back after tough winter
ALTERNATIVES MAY 16, 2024
B. Riley bouncing back after tough winter

'The wealth managers have been unbelievably supportive through all of this,' said Bryant Riley, the firm's chair and co-CEO.

By Bruce Kelly
Dow average touches historic 40,000 mark on continued rate-cut hopes
EQUITIES MAY 16, 2024
Dow average touches historic 40,000 mark on continued rate-cut hopes

The storied stock index is hovering around all-time highs as the latest 10,000-point milestone puts bulls in charge.

By Bloomberg
Haves and have nots: The illusory promise of SEC investor protection
OPINION MAY 16, 2024
Haves and have nots: The illusory promise of SEC investor protection

While the rule ostensibly aims to shield investors from financial risk, the evidence suggests a different narrative.

By Mark M. Goldberg
Gratus Capital brings hedge funds to clients with iCapital alliance
ALTERNATIVES MAY 16, 2024
Gratus Capital brings hedge funds to clients with iCapital alliance

The investment advisory firm’s new fintech partnership marks the first phase of its broader comprehensive strategy.

By Leo Almazora
What an outsider CEO could mean for Vanguard
ETFS MAY 16, 2024
What an outsider CEO could mean for Vanguard

Former iShares leader Salim Ramji will take over in July with question marks over Vanguard's ETFs, crypto strategy, customer service, and international business.

By Emile Hallez