Investing

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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
Private credit is growing as a financing option, outperforming for investors
ALTERNATIVES MAY 07, 2024
Private credit is growing as a financing option, outperforming for investors

American Investment Council says the market continues to expand.

By Steve Randall
Goldman bolsters alts commitment with new lending solution
RIA NEWS MAY 06, 2024
Goldman bolsters alts commitment with new lending solution

Extended to eligible RIA clients, the new offering takes the staid practice of securities lending to the alternative investment space.

By Leo Almazora
iCapital unveils model portfolios for alts-focused advisors
ALTERNATIVES MAY 06, 2024
iCapital unveils model portfolios for alts-focused advisors

The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.

By Leo Almazora
Robinhood’s crypto business under fire after SEC warning
ALTERNATIVES MAY 06, 2024
Robinhood’s crypto business under fire after SEC warning

The stock trading platform is facing an enforcement action as the federal regulator continues to crack down on digital assets.

By Bloomberg
Fiduciary commitment should be table stakes
LIFE INSURANCE AND ANNUITIES MAY 06, 2024
Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

By InvestmentNews
Spurs co-owner Sixth Street laying ground for debut sports fund
ALTERNATIVES MAY 03, 2024
Spurs co-owner Sixth Street laying ground for debut sports fund

The San Francisco-based investment firm and NBA team stakeholder is reportedly in talks to raise its first vehicle for sports teams and leagues.

By Bloomberg
Mastering patience: The timeless wisdom of 'Don't Fight the Fed'
OPINION MAY 03, 2024
Mastering patience: The timeless wisdom of 'Don't Fight the Fed'

It's easy to ridicule the central bank and predict a policy mistake, but history has taught us that doubting its strategy rarely ends well.

By Kevin Philip
JPMorgan taps ChatGPT for new thematic investment suite
ETFS MAY 03, 2024
JPMorgan taps ChatGPT for new thematic investment suite

The banking giant’s generative AI-powered strategy, IndexGPT, is the latest attempt by Wall Street to harness the nascent technology.

By Bloomberg
Want to go RIA with annuities? Here’s where to start
RIA NEWS MAY 02, 2024
Want to go RIA with annuities? Here’s where to start

Ditching your legacy annuities when going independent used to be commonplace but there are now more options, says industry insiders.

By Josh Welsh
Hedge funds are making a run for safety, says Goldman
ALTERNATIVES MAY 02, 2024
Hedge funds are making a run for safety, says Goldman

Portfolio positioning data show a shift toward defensive stocks as investing pros turn skittish on rate uncertainty.

By Bloomberg
The life insurance need gap has hit a record high
LIFE INSURANCE AND ANNUITIES MAY 02, 2024
The life insurance need gap has hit a record high

Limra research finds more Americans than ever see a need for more coverage, but lack of knowledge still holds them back.

By Leo Almazora
Barred Texas broker sold GPB fund without a license: SEC
ALTERNATIVES MAY 02, 2024
Barred Texas broker sold GPB fund without a license: SEC

"The only way to really address recidivism is through bringing criminal cases," one attorney said.

By Bruce Kelly
Cetera arms advisors with active ETF guidance
PRACTICE MANAGEMENT MAY 02, 2024
Cetera arms advisors with active ETF guidance

The broker-dealer and RIA network’s vetted list provides intel on active ETFs across equity, fixed income, and alternative asset classes.

By Leo Almazora
Bond mutual funds rake in $108B to snap two-year flows drought
ETFS MAY 01, 2024
Bond mutual funds rake in $108B to snap two-year flows drought

The script has flipped in fixed income as figures show ETFs lagging mutual fund flows, with the bulk going to active bond funds.

By Bloomberg
For retirement-age investors, it’s about keeping their nest eggs safe
RETIREMENT PLANNING MAY 01, 2024
For retirement-age investors, it’s about keeping their nest eggs safe

Survey of pre-retirees and retirees reveals a major focus on capital protection, with a strong preference for stability and guaranteed income.

By Leo Almazora
DC plans aren’t diving into the private markets
RETIREMENT PLANNING MAY 01, 2024
DC plans aren’t diving into the private markets

Despite the popularity of private credit and PE, Cerulli research finds obstacles blocking their wider adoption in 401(k) retirement plans.

By Leo Almazora
Alti Global taps tech VC vet for new private-market strategy
ALTERNATIVES MAY 01, 2024
Alti Global taps tech VC vet for new private-market strategy

The multibillion-dollar alts platform’s new fund offers exposure to high-potential private tech companies across the US, Europe and Asia.

By Leo Almazora