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NY Republican Stefanik presses SEC to probe Harvard bond sale
FIXED INCOME JUN 18, 2025
NY Republican Stefanik presses SEC to probe Harvard bond sale

Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.

By Bloomberg
Envestnet extends investment offerings with new alts model portfolios
ALTERNATIVES JUN 18, 2025
Envestnet extends investment offerings with new alts model portfolios

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.

By Leo Almazora
Home prices up 10% at best, but at worst they are down 12%
ALTERNATIVES JUN 18, 2025
Home prices up 10% at best, but at worst they are down 12%

Mixed homeowner fortunes also reflected in rise of home equity, underwater homes.

By Steve Randall
US annuity sales see sixth straight $100B+ quarter
RETIREMENT PLANNING JUN 17, 2025
US annuity sales see sixth straight $100B+ quarter

The latest LIMRA data release shows continued growth in RILAs, variable annuities, and FRD products, though researchers argue more education is still needed.

By Leo Almazora
Stocks slide amid fresh speculation Trump is considering Iran strike
EQUITIES JUN 17, 2025
Stocks slide amid fresh speculation Trump is considering Iran strike

We know where the Supreme Leader is, says President.

By Bloomberg
Trump takes new debt-focused tack in latest attack on Fed
EQUITIES JUN 17, 2025
Trump takes new debt-focused tack in latest attack on Fed

Economists warn a move to lower borrowing costs risks higher inflation fears, which would ultimately boost debt payments in the long run.

By Bloomberg
With US$320B at stake, how are these family offices pivoting in challenging times?
ALTERNATIVES JUN 17, 2025
With US$320B at stake, how are these family offices pivoting in challenging times?

Investment teams confront geopolitical shifts and evolving asset classes.

By Steve Randall
Why have some light alternatives users run for the exits?
ALTERNATIVES JUN 16, 2025
Why have some light alternatives users run for the exits?

A new survey of independent and national advisors unearths top concerns, diverging paths for real estate and private market investments, and how advisor experience matters in the push for alternatives adoption.

By Leo Almazora
BofA sees 'cracks' in foreign demand for Treasuries
FIXED INCOME JUN 16, 2025
BofA sees 'cracks' in foreign demand for Treasuries

Strategists say the "unusual" decline, coming at a time when the dollar is weak, is part of a broader concerning trend of investors lightening their US asset exposure.

By Bloomberg
Active ETFs now outnumber passive funds in industry watershed moment
ETFS JUN 16, 2025
Active ETFs now outnumber passive funds in industry watershed moment

The number of active ETFs has more than doubled in the past five years. 

By Bloomberg
Shakeup at Athene as insurer names veteran Grant Kvalheim CEO
RETIREMENT PLANNING JUN 16, 2025
Shakeup at Athene as insurer names veteran Grant Kvalheim CEO

The firm has also appointed Mike Downing and Sean Brennan as co-presidents to its US operations as it looks to proceed with an ambitious five-year growth plan.

By Leo Almazora
Stocks at risk of 20% plunge in high inflation scenario, RBC says
EQUITIES JUN 16, 2025
Stocks at risk of 20% plunge in high inflation scenario, RBC says

The most bearish case laid out by the Canadian financial giant's analysts includes a "severe" inflation spike to 4%, zero earnings growth, and just two rate cuts by the Federal Reserve.

By Bloomberg
Shaquille O'Neal settles FTX investor lawsuit for $1.8M
ALTERNATIVES JUN 13, 2025
Shaquille O'Neal settles FTX investor lawsuit for $1.8M

The NBA Hall of Famer and TNT broadcast analyst will resolve all allegations without admission of wrongdoing.

By Andy Burt
'Numbskull' or not, wealth managers closely watching Fed Chairman this week
EQUITIES JUN 13, 2025
'Numbskull' or not, wealth managers closely watching Fed Chairman this week

President Trump called Fed Chair Jerome Powell a "numbskull," creating more interest ahead of the next interest rate decision.

By Gregg Greenberg
Trump threatens to 'force something' on interest rates
FIXED INCOME JUN 12, 2025
Trump threatens to 'force something' on interest rates

President also calls Fed Chair Jerome Powell a "numbskull."

By Matthew Sellers
Vanguard seeking SEC green light to expand trademark tax-busting fund design
ETFS JUN 12, 2025
Vanguard seeking SEC green light to expand trademark tax-busting fund design

The Jack Bogle-founded firm is looking to apply its famed dual-share class structure to actively managed strategies.

By Bloomberg
RILAs gain ground amid volatility
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
RILAs gain ground amid volatility

Tariff-driven economic turbulence and stock market volatility could fuel further demand for annuities as a product for investors near retirement age to limit their downside exposure.

By Andrew Cohen
Is the SEC's private fund exemption rule about to change?
ALTERNATIVES JUN 12, 2025
Is the SEC's private fund exemption rule about to change?

House bill seeks inflation-based adjustment to private fund advisor exemption.

BlackRock eyes $400B haul from private markets by 2030
ALTERNATIVES JUN 12, 2025
BlackRock eyes $400B haul from private markets by 2030

The Larry Fink-led asset manager's revenue "aspiration" comes as it aims to secure a top-five spot in the infrastructure and private credit space, according to its CFO.

By Bloomberg
Seeking certainty in an uncertain world
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
Seeking certainty in an uncertain world

Advisors discuss how market volatility is creating demand for the guaranteed income streams provided by annuities.

By Gregg Greenberg