Investing

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Advisors want simple, flexible alternative investment products, but the market is lagging
ALTERNATIVES JUN 19, 2025
Advisors want simple, flexible alternative investment products, but the market is lagging

Broadridge’s client success expert Tim Kresl says things are evolving amid client demand.

By Steve Randall
Fed: Economic uncertainty 'has diminished but remains elevated'
EQUITIES JUN 18, 2025
Fed: Economic uncertainty 'has diminished but remains elevated'

The Fed's announcement today was largely as expected, keeping the target fed funds rate the same, while assessing new data and balancing all risks ahead.

By Andy Burt
IPO shares' first-day doubling at fastest pace since 2021
EQUITIES JUN 18, 2025
IPO shares' first-day doubling at fastest pace since 2021

Newly public companies are popping at a remarkable rate, though history shows the gains for investors are most often short-lived.

By Bloomberg
Fed keeps benchmark rate in 4.25%-4.5% target range; maintains 'wait and see' stance
EQUITIES JUN 18, 2025
Fed keeps benchmark rate in 4.25%-4.5% target range; maintains 'wait and see' stance

The central bank painted a still-murky policy picture Wednesday, with recent readings of inflation and jobs justifying a hold even as federal debt pressures mount.

By Leo Almazora
Trump blasts 'stupid' Powell again, says another rate hold likely
EQUITIES JUN 18, 2025
Trump blasts 'stupid' Powell again, says another rate hold likely

The president once again criticized the "numbskull" Federal Reserve chair's lack of urgency to lower borrowing costs as the central bank's June decision draws near.

By Leo Almazora
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