Investing

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Trump reportedly preparing Fannie, Freddie IPOs
EQUITIES AUG 08, 2025
Trump reportedly preparing Fannie, Freddie IPOs

New report says administration could launch multibillion-dollar offering by year end

Still haven't tried AI? Financial advisors offer tips for getting started
PRACTICE MANAGEMENT (GORIA) AUG 08, 2025
Still haven't tried AI? Financial advisors offer tips for getting started

Wealth managers weigh in on the best ways to access AI tools to increase office productivity.

By Gregg Greenberg
Gold hit by surprise US tariffs, unleashing new turmoil
ALTERNATIVES AUG 08, 2025
Gold hit by surprise US tariffs, unleashing new turmoil

Traders, analysts, and executives left reeling as ramifications of reciprocal tariffs on bullion imports slowly sink in.

By Bloomberg
Stephen Miran's Fed nomination signals Trump's monetary policy priorities and potential institutional shift
FIXED INCOME AUG 07, 2025
Stephen Miran's Fed nomination signals Trump's monetary policy priorities and potential institutional shift

Fed could get new policy hawk who would love to remould the bank.

By Matthew Sellers
Trump greenlights alternative investments in 401(k) accounts – Industry reacts
RETIREMENT PLANNING AUG 07, 2025
Trump greenlights alternative investments in 401(k) accounts – Industry reacts

The president signed an executive order late Thursday which he says will broaden choice.

By Steve Randall
Advyzon and SS&C roll out wealth tech platform updates for advisors
ALTERNATIVES AUG 07, 2025
Advyzon and SS&C roll out wealth tech platform updates for advisors

Advyzon has launched a new hub for professionally managed model portfolios, while SS&C unveiled a unified suite of wealth solutions under the Black Diamond banner.

By Leo Almazora
Elon Musk's $29B equity compensation package elicits advice from advisors
EQUITIES AUG 07, 2025
Elon Musk's $29B equity compensation package elicits advice from advisors

Wealth managers are using the Tesla CEO's multi-billion dollar package to educate clients on windfalls and option-based pay strategies.

By Gregg Greenberg
Trump to sign order opening 401(k)s to private equity
RETIREMENT PLANNING AUG 07, 2025
Trump to sign order opening 401(k)s to private equity

The executive order directed at the Department of Labor and the Securities and Exchange Commission also gives an opening to cryptocurrencies and other alternative investments.

By Leo Almazora
St. Louis RIA bets on faster trading with Longview Advantage ETF
ETFS AUG 07, 2025
St. Louis RIA bets on faster trading with Longview Advantage ETF

"We're not bloated, we're not slow, and we can buy these stocks within days, rather than within quarters," former Dimensional Fund Advisor PM Matt Zenz, who now is the CIO of the $1.1 billion RIA Hill Investment Group, told InvestmentNews.

By Andrew Cohen
How much is too much when it comes to alternatives? Advisors say: 'It varies'
ALTERNATIVES AUG 06, 2025
How much is too much when it comes to alternatives? Advisors say: 'It varies'

Wealth managers weigh in on their alternative asset allocations, as well as name their favorite private market investments.

By Gregg Greenberg
Bets on Fed rate cuts are sweeping through US bond market
FIXED INCOME AUG 06, 2025
Bets on Fed rate cuts are sweeping through US bond market

Signs of a faltering American economy and growing support for easier policy rates at the Fed are swaying fixed-income investors.

By Bloomberg
Homeowners have seen their home equity jump $600B in the past year
ALTERNATIVES AUG 05, 2025
Homeowners have seen their home equity jump $600B in the past year

Report highlights ability for owners to unlock larger loan offers.

By Steve Randall
Active management questioned as report reveals few funds outperformed passive options
ETFS AUG 05, 2025
Active management questioned as report reveals few funds outperformed passive options

Low active success rates highlight the need for selectivity, report says.

By Steve Randall
Apollo draws $61 billion in record quarter driven by lending
ALTERNATIVES AUG 05, 2025
Apollo draws $61 billion in record quarter driven by lending

The alternative asset giant saw a boost in fee-based profits as its push to launch semi-liquid strategies for more everyday investors continues.

By Bloomberg
TSMC discovers potential leak of advanced chipmaking tech
EQUITIES AUG 05, 2025
TSMC discovers potential leak of advanced chipmaking tech

Nvidia, Apple chipmaker reportedly fired employees, launched probe.

By Bloomberg
Retail investors cautiously re-engaged in July, Schwab data reveals
EQUITIES AUG 04, 2025
Retail investors cautiously re-engaged in July, Schwab data reveals

The firm's proprietary index of investor activity nudged higher last month.

By Steve Randall
GeoWealth secures $38M in funding round led by major alternative investment manager
ALTERNATIVES AUG 03, 2025
GeoWealth secures $38M in funding round led by major alternative investment manager

Series C funding will accelerate unification of TAMP’s model portfolios.

By Steve Randall
Research highlights growing need for personalized retirement solutions as investors age
RETIREMENT PLANNING AUG 01, 2025
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

By Leo Almazora
Wall Street’s months-long truce with Washington is shattering
EQUITIES AUG 01, 2025
Wall Street’s months-long truce with Washington is shattering

Tariff shocks and a weak July jobs report triggered an inauspicious start to August, sparking volatility across the equity and bond markets.

By Bloomberg
US leveraged-loan sales soar to new high in record-breaking July
FIXED INCOME AUG 01, 2025
US leveraged-loan sales soar to new high in record-breaking July

The junk debt market is looking hot for the summer as a drought in buyouts and demand for floating-rate debt work in issuers' favor.

By Bloomberg