Investing

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Advisors turn to derivative income ETFs as allocations grow across channels
ALTERNATIVES JUL 03, 2025
Advisors turn to derivative income ETFs as allocations grow across channels

Cerulli research reveals adoption among broker-dealers and wirehouses as investors seek inflation-beating returns.

By Leo Almazora
After three-year retreat, Wells Fargo jumping back into CLOs
FIXED INCOME JUL 03, 2025
After three-year retreat, Wells Fargo jumping back into CLOs

With a Federal Reserve-imposed asset cap now off its shoulders, the Wall Street lender is ramping up its buying within the $1.3 trillion market.

By Bloomberg
Fed case for lower rates still murky as job market comes in strong in June
EQUITIES JUL 03, 2025
Fed case for lower rates still murky as job market comes in strong in June

The latest federal data release showed nonfarm payrolls increasing by 147,000, edging down but still in line with previous readings, while adjusting April and May figures upward.

By Leo Almazora
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
EQUITIES JUL 03, 2025
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

By Andrew Cohen
LPL Financial chief economist Jeffrey Roach: Despite weak ADP report, 'soft landing' still in play
EQUITIES JUL 03, 2025
LPL Financial chief economist Jeffrey Roach: Despite weak ADP report, 'soft landing' still in play

Roach said he will be paying close attention to whether the risks between growth and inflation remain in balance.

By Andy Burt
Having passed easier Fed stress test, biggest US banks bump up payouts
EQUITIES JUL 02, 2025
Having passed easier Fed stress test, biggest US banks bump up payouts

The largest lenders on Wall Street are boosting their dividends after the latest exam showed they could weather a what-if economic downturn.

By Bloomberg
Cetera debuts new alts allocation portfolios for accredited investors
ALTERNATIVES JUL 02, 2025
Cetera debuts new alts allocation portfolios for accredited investors

The giant hybrid RIA is elevating its appeal to advisors with a curated suite of alternative investment models, offering exposure to private equity, private credit, and real estate.

By Leo Almazora
US stocks flat following private jobs data shock
EQUITIES JUL 02, 2025
US stocks flat following private jobs data shock

An unexpected decline in private sector payrolls, the first decrease in two years, has investors revisiting the outlook for the broader labor market.

By Bloomberg
Invictus managers withhold $10M, trigger ERISA asset showdown
LIFE INSURANCE AND ANNUITIES JUL 02, 2025
Invictus managers withhold $10M, trigger ERISA asset showdown

Invictus fund managers allegedly kept $10 million in plan assets after removal, setting off a legal fight that raises red flags for wealth firms.

By Matthew Sellers
Investors are concerned about volatility, with expectation of more to come
EQUITIES JUL 02, 2025
Investors are concerned about volatility, with expectation of more to come

Survey of retail investors also reveals uptick in account monitoring.

By Steve Randall
As BNY launches unsponsored ADR for Canadian equities, what’s driving interest?
EQUITIES JUL 02, 2025
As BNY launches unsponsored ADR for Canadian equities, what’s driving interest?

InvestmentNews speaks with BNY’s global head of depositary receipts to find out.

By Steve Randall
Powell says tariffs' inflation impact to show this summer
EQUITIES JUL 01, 2025
Powell says tariffs' inflation impact to show this summer

Whether prices will heat up or cool down is the must-watch event for the Federal Reserve and those calling for a July rate cut.

By Bloomberg
With Covid cash gone, public schools swarm muni bond market
FIXED INCOME JUN 30, 2025
With Covid cash gone, public schools swarm muni bond market

Bond issuance has ramped up by more than 35% year-on-year as declining birth rates push school districts to "keep up with the Joneses."

By Bloomberg
Why RIAs are the next growth frontier for annuities
RETIREMENT PLANNING JUN 30, 2025
Why RIAs are the next growth frontier for annuities

David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.

By Leo Almazora
Supreme Court slaps down challenge to IRS summons for Coinbase user data
ALTERNATIVES JUN 30, 2025
Supreme Court slaps down challenge to IRS summons for Coinbase user data

Crypto investor argues the federal agency's probe, upheld by a federal appeals court, would "strip millions of Americans of meaningful privacy protections."

By Bloomberg
As the new Trump tariff deadline approaches, how are those deals going?
EQUITIES JUN 30, 2025
As the new Trump tariff deadline approaches, how are those deals going?

Some agreements have been reached but are far from widespread.

By Steve Randall
Citi Wealth CIO wary of 'warning flags' in S&P rally
EQUITIES JUN 27, 2025
Citi Wealth CIO wary of 'warning flags' in S&P rally

Drifting earnings expectations, a narrowing of stock market gains, and the looming July 9 deadline for tariffs all signal risks for US stocks, according to the BlackRock alum.

By Bloomberg
Fed markets pricing in third rate cut in 2025 based on inflation news
FIXED INCOME JUN 27, 2025
Fed markets pricing in third rate cut in 2025 based on inflation news

Inflation rises slightly in May as income and spending fall, challenging Fed path

Capital Group and BlackRock expand active ETF lineups as advisors embrace portfolio flexibility
ETFS JUN 27, 2025
Capital Group and BlackRock expand active ETF lineups as advisors embrace portfolio flexibility

The two giant asset managers are leaning into the rise of active ETFs, with Capital Group emphasizing its appeal to RIAs and model portfolio builders.

By Leo Almazora
Wall Street closes near record high, futures beat previous record
EQUITIES JUN 27, 2025
Wall Street closes near record high, futures beat previous record

Optimism surges on Middle East, rate cuts, trade deals boosts S&P 500.

By Steve Randall