Investing

Displaying 17019 results
Vanguard seeking SEC green light to expand trademark tax-busting fund design
ETFS JUN 12, 2025
Vanguard seeking SEC green light to expand trademark tax-busting fund design

The Jack Bogle-founded firm is looking to apply its famed dual-share class structure to actively managed strategies.

By Bloomberg
RILAs gain ground amid volatility
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
RILAs gain ground amid volatility

Tariff-driven economic turbulence and stock market volatility could fuel further demand for annuities as a product for investors near retirement age to limit their downside exposure.

By Andrew Cohen
Is the SEC's private fund exemption rule about to change?
ALTERNATIVES JUN 12, 2025
Is the SEC's private fund exemption rule about to change?

House bill seeks inflation-based adjustment to private fund advisor exemption.

BlackRock eyes $400B haul from private markets by 2030
ALTERNATIVES JUN 12, 2025
BlackRock eyes $400B haul from private markets by 2030

The Larry Fink-led asset manager's revenue "aspiration" comes as it aims to secure a top-five spot in the infrastructure and private credit space, according to its CFO.

By Bloomberg
Seeking certainty in an uncertain world
LIFE INSURANCE AND ANNUITIES JUN 12, 2025
Seeking certainty in an uncertain world

Advisors discuss how market volatility is creating demand for the guaranteed income streams provided by annuities.

By Gregg Greenberg
Family offices are reshaping portfolios amid shifting UHNW priorities
EQUITIES JUN 11, 2025
Family offices are reshaping portfolios amid shifting UHNW priorities

Private capital, crypto and collectibles dominate SFO outlook.

By Steve Randall
New wave of crypto ETFs edge closer to launch after SEC scrutiny
ALTERNATIVES JUN 11, 2025
New wave of crypto ETFs edge closer to launch after SEC scrutiny

Asset managers looking to debut Solana-focused funds could get the green light soon as the regulator asks for key amendments.

By Bloomberg
Core inflation lags forecasts for fourth straight month
EQUITIES JUN 11, 2025
Core inflation lags forecasts for fourth straight month

May data suggest consumers have yet to feel the pinch from President Donald Trump's tariffs, raising the odds of a Federal Reserve rate cut.

By Bloomberg
RIAs shifted behavior with ETFs in the first quarter, report reveals
ETFS JUN 11, 2025
RIAs shifted behavior with ETFs in the first quarter, report reveals

Fast-evolving market highlights allocation adjustments for advisors.

By Steve Randall
Wealth managers stick with gold despite silver shining brightly
PRACTICE MANAGEMENT JUN 10, 2025
Wealth managers stick with gold despite silver shining brightly

Silver has outperformed gold in the past month, but few financial advisors are jumping on the silver bandwagon.

By Gregg Greenberg
Musk turns to Morgan Stanley to raise $5 billion while Trump spat rumbles on
FIXED INCOME JUN 10, 2025
Musk turns to Morgan Stanley to raise $5 billion while Trump spat rumbles on

Hybrid loan-and-bond package offers a fixed 12% coupon and is part of a 'best efforts' deal, according to report.

By Matthew Sellers
AI in retail investing set to shake up stock market
EQUITIES JUN 10, 2025
AI in retail investing set to shake up stock market

With Main Street investors now able to trade as fast as some qualitative hedge funds, seismic changes could be ahead for the larger equity market.

By Bloomberg
RILAs bring stability, growth during volatile markets
LIFE INSURANCE AND ANNUITIES JUN 10, 2025
RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

By Gregg Greenberg
How does T. Rowe Price see the markets unfolding through to year end?
EQUITIES JUN 10, 2025
How does T. Rowe Price see the markets unfolding through to year end?

Investment firm’s team share their outlook for the next six months.

By Steve Randall
Private equity's positive impact on the US economy highlighted in new report
ALTERNATIVES JUN 10, 2025
Private equity's positive impact on the US economy highlighted in new report

More than 13 million Americans are employed by PE-backed firms.

By Steve Randall
Tesla bulls brush off Trump-Musk breakup with supercharged ETF bet
EQUITIES JUN 09, 2025
Tesla bulls brush off Trump-Musk breakup with supercharged ETF bet

Data show retail investors pouring $651 million into Direxion's leveraged Tesla ETF in a week, marking the largest weekly inflow since its 2022 debut.

By Bloomberg
More than two-thirds of advisors see stocks gaining in H2 2025, survey finds
EQUITIES JUN 09, 2025
More than two-thirds of advisors see stocks gaining in H2 2025, survey finds

With nearly half of respondents expecting equities to outdo other asset classes, advisors are seeing more opportunities to engage meaningfully with clients.

By Leo Almazora
Hopes for US-China deal keep risk alive; economic data in focus
EQUITIES JUN 09, 2025
Hopes for US-China deal keep risk alive; economic data in focus

US futures to start the week lower despite optimistic tones.

By Steve Randall
BlackRock to lay off 300 employees in second jobs cut of 2025
ALTERNATIVES JUN 06, 2025
BlackRock to lay off 300 employees in second jobs cut of 2025

The world's largest asset manager is scaling back its workforce again as its push into private markets continues.

By Bloomberg
Musk counts the cost of Trump feud as Tesla stock slumps wiping $150B off value
EQUITIES JUN 06, 2025
Musk counts the cost of Trump feud as Tesla stock slumps wiping $150B off value

Worlds’ richest man vs. US President was the drama we didn’t know we needed.

By Bloomberg