Investing

Displaying 17140 results
Advisors weigh in on the benefits of options as a hedge against concentrated stock risk
EQUITIES OCT 08, 2025
Advisors weigh in on the benefits of options as a hedge against concentrated stock risk

Options are a prime tool for advisors to hedge a client's concentrated stock risk, yet they are not always utilized. Here's why.

By Gregg Greenberg
 Gold 'may have more room to run' after hitting $4,000 record high
ALTERNATIVES OCT 07, 2025
Gold 'may have more room to run' after hitting $4,000 record high

Experts tell InvestmentNews the surge in gold is no flash in the pan - and can go higher.

By Leo Almazora
Investors place bets on Trump's next investment target
EQUITIES OCT 07, 2025
Investors place bets on Trump's next investment target

The federal government's moves to take stakes in rare-earth minerals, chipmakers, and manufacturers are sparking efforts to front-run the next big winner.

By Bloomberg
How to reframe life insurance for younger clients who want the benefits now
LIFE INSURANCE AND ANNUITIES OCT 06, 2025
How to reframe life insurance for younger clients who want the benefits now

LISA’s Bryan Nicholson is also seeing a rise in life settlements among older policyholders.

By Steve Randall
Senate vote fails again, markets brace for a prolonged shutdown
FIXED INCOME OCT 03, 2025
Senate vote fails again, markets brace for a prolonged shutdown

Treasury option analysis now predicts several weeks of closure

By Matthew Sellers
Fed’s Miran says he’d adjust inflation view if rents turn higher
FIXED INCOME OCT 03, 2025
Fed’s Miran says he’d adjust inflation view if rents turn higher

The new Fed governor said he is willing to amend his dissenting opinion as several others continue to call for caution amid Trump's tariff policies.

By Bloomberg
Vanguard rivals finally get hands on its tax-busting fund design
ETFS OCT 03, 2025
Vanguard rivals finally get hands on its tax-busting fund design

While the SEC works through a bursting waitlist, technical challenges remain for mutual fund giants looking to seize competitive advantage.

By Bloomberg
'Financial vortex' of priorities squeezing workers' retirement prospects, Goldman says
RETIREMENT PLANNING OCT 02, 2025
'Financial vortex' of priorities squeezing workers' retirement prospects, Goldman says

Rising living costs and life events are forcing more to pause retirement savings, but new research highlights how early planning, access to 401(k)s, and income strategies like annuities can help.

By Leo Almazora
Bridgewater soars 26% to lead pack of biggest hedge funds
EQUITIES OCT 02, 2025
Bridgewater soars 26% to lead pack of biggest hedge funds

The firm's flagship macro fund is on pace for its biggest gain in 15 years.

By Bloomberg
BlackRock debuts AI-powered commentary tool for advisors, lands Morgan Stanley as first client
ALTERNATIVES OCT 02, 2025
BlackRock debuts AI-powered commentary tool for advisors, lands Morgan Stanley as first client

Wall Street giant becomes the first to adopt BlackRock’s new AI-powered Auto Commentary, designed to help advisors deliver more personalized portfolio insights.

By Leo Almazora
Chances of an October rate cut now 100%, says FedWatch
FIXED INCOME OCT 02, 2025
Chances of an October rate cut now 100%, says FedWatch

FedWatch signals an October cut is certain as government shutdown risks and job losses mount.

BofA has options play to bet on tech rally as hedge funds sell
EQUITIES OCT 02, 2025
BofA has options play to bet on tech rally as hedge funds sell

Signs of emerging stock bubble makes the tech trade trickier for some on Wall Street.

By Bloomberg
Gold's record run still has room to climb, says State Street's top gold strategist
ALTERNATIVES OCT 02, 2025
Gold's record run still has room to climb, says State Street's top gold strategist

Aakash Doshi tells InvestmentNews that structural tailwinds could sustain the rally well into 2026.

By Steve Randall
Shutdown reaction: 'History says shutdowns have little to no effect' on stocks
EQUITIES OCT 01, 2025
Shutdown reaction: 'History says shutdowns have little to no effect' on stocks

Following the US federal government's shutdown last night, Carson Group's Ryan Detrick noted that historically, markets have remained strong.

By Andy Burt
Advisors' equity recommendations often exceed client preferences, study finds
EQUITIES OCT 01, 2025
Advisors' equity recommendations often exceed client preferences, study finds

But clients' actual stock allocations closely matched advisors' recommendations, which generally fall in line with models in target-date funds.

By Leo Almazora
Private sector job losses soar, raising chance of more Fed cuts
FIXED INCOME OCT 01, 2025
Private sector job losses soar, raising chance of more Fed cuts

Amid shutdown furor, data report has taken on outsized significance.

Investors pocket gains from bets on risky corner of stock market
EQUITIES SEP 30, 2025
Investors pocket gains from bets on risky corner of stock market

Small-cap investors appear to be gaining some confidence despite history.

By Bloomberg
Why data, not AI, is the foundation for the next stage in wealth tech
ALTERNATIVES SEP 29, 2025
Why data, not AI, is the foundation for the next stage in wealth tech

As private market products surge, experts say standardization and strong partnerships will be crucial to sustainable AI adoption for advisors.

By Leo Almazora
Equity compensation emerges as key retirement tool for American workers, Schwab says
EQUITIES SEP 29, 2025
Equity compensation emerges as key retirement tool for American workers, Schwab says

Almost half in a recent survey called stock plans a "must-have," with equity comp being used to help with retirement, education expenses, and debt payments.

By Leo Almazora
Americans' record stock exposure raises questions for advisors
EQUITIES SEP 29, 2025
Americans' record stock exposure raises questions for advisors

With equities now making up nearly half of US households' financial assets, experts warn that market swings could have broader financial consequences.

By Leo Almazora