Investing

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Mutual funds are 100 years old, but remain in favor for young Americans
MUTUAL FUNDS MAY 16, 2024
Mutual funds are 100 years old, but remain in favor for young Americans

New fact book focuses on state of the investment fund industry.

By Steve Randall
Direxion deploys ETFs for turbocharged AI bets
ETFS MAY 15, 2024
Direxion deploys ETFs for turbocharged AI bets

The thematic ETF leader is offering professional investors a vehicle to amplify their long and short exposures to AI stocks.

By Bloomberg
DOL fiduciary rule faces pushback in congress
RETIREMENT PLANNING MAY 15, 2024
DOL fiduciary rule faces pushback in congress

A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.

By Leo Almazora
Is investors’ love affair with thematic ETFs officially over?
ETFS MAY 14, 2024
Is investors’ love affair with thematic ETFs officially over?

With ETFs around thematic bets bleeding billions so far this year, niche asset managers have had to make some tough choices.

By Bloomberg
In just five months, junk muni fund zooms from zero to $1B
FIXED INCOME MAY 13, 2024
In just five months, junk muni fund zooms from zero to $1B

The growth of the strategy, helmed by multi-decade industry veteran and “king” of high-yield muni bonds, reflects a market-wide hunger.

By Bloomberg
GameStop surge leaves short sellers with a $1.4B burn
ALTERNATIVES MAY 13, 2024
GameStop surge leaves short sellers with a $1.4B burn

Skeptics betting against the popular meme stock were hit with massive paper losses as the company’s share price roughly tripled this month.

By Bloomberg
More advisors than ever considering crypto for clients
ALTERNATIVES MAY 13, 2024
More advisors than ever considering crypto for clients

Polling by DACFP and Franklin Templeton reveals 70 percent surge in advisors planning to recommend digital asset allocations in client portfolios.

By Leo Almazora
How much of an income edge could retirees get from annuities?
RETIREMENT PLANNING MAY 13, 2024
How much of an income edge could retirees get from annuities?

With 'new North Star' metric, TIAA urges new retirees to rethink 4 percent rule and incorporate a lifetime income strategy.

By Leo Almazora
BofA, Barclays strategists split on muni bond rally odds
FIXED INCOME MAY 10, 2024
BofA, Barclays strategists split on muni bond rally odds

Two of the biggest players in the $4T space offered contrasting views on what the summer will bring for investors.

By Bloomberg
Global ETF demand shrivels amid doused Fed rate-cut hopes
ETFS MAY 10, 2024
Global ETF demand shrivels amid doused Fed rate-cut hopes

April data show 'muted' sentiment among investors, with equity ETF flows declining and fixed income maintaining strength.

By Leo Almazora
RIA-focused fintech Flourish is living up to its name
LIFE INSURANCE AND ANNUITIES MAY 10, 2024
RIA-focused fintech Flourish is living up to its name

The firm has announced a surge in advisors and AUC.

By Steve Randall
AlTi announces deal for $3B family office Envoi
ALTERNATIVES MAY 09, 2024
AlTi announces deal for $3B family office Envoi

The acquisition in Minneapolis extends the global wealth manager’s ambitions to become a key player in the UHNW space.

By Leo Almazora
Blackstone set to make debut on CAIS alts platform
ALTERNATIVES MAY 09, 2024
Blackstone set to make debut on CAIS alts platform

Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.

By Leo Almazora
MassMutual and iCapital unveil expanded alts platform
ALTERNATIVES MAY 09, 2024
MassMutual and iCapital unveil expanded alts platform

The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.

By Leo Almazora
Blackstone REIT in media cross hairs over valuation
ALTERNATIVES MAY 08, 2024
Blackstone REIT in media cross hairs over valuation

Sketchy math dogs private market investments sold to retail investors.

By Bruce Kelly
With SEC rule changes looming, money funds start shifting their holdings
MUTUAL FUNDS MAY 08, 2024
With SEC rule changes looming, money funds start shifting their holdings

Measures from the federal regulator are likely to shift the balance of market demand toward less risky assets.

By Bloomberg
First Citizens Wealth boosts private investments for HNW clients
ALTERNATIVES MAY 08, 2024
First Citizens Wealth boosts private investments for HNW clients

The North Carolina-based wealth firm is expanding its private equity, private debt, private real estate options for qualified individuals and institutions.

By Leo Almazora
Cracks are showing in private credit, says Moody’s
ALTERNATIVES MAY 07, 2024
Cracks are showing in private credit, says Moody’s

The ratings agency sees a potential reckoning as “realities of higher interest rates” erode credit quality and create performance challenges.

By Bloomberg
Active ETFs are on a roll
ETFS MAY 07, 2024
Active ETFs are on a roll

There has been an explosion in the number of products and total assets in active ETFs – and things might just be getting started.

By Emile Hallez
If it’s a rollover, it’s fiduciary
RETIREMENT PLANNING MAY 07, 2024
If it’s a rollover, it’s fiduciary

The new fiduciary rule will pull a lot of brokers under the Employee Retirement Income Security Act, and harkens back to the levelized compensation from the 2016 rule.

By Emile Hallez