Investing

Displaying 16093 results
Barings blasts asset manager Corinthia over ‘corporate raid’
ALTERNATIVES MAR 18, 2024
Barings blasts asset manager Corinthia over ‘corporate raid’

The MassMutual subsidiary filed legal action as an aggressive recruitment strategy threatens its status in the private credit space.

By Leo Almazora
Fintech iPipeline unveils annuity order tracker
FINTECH MAR 18, 2024
Fintech iPipeline unveils annuity order tracker

In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.

By Leo Almazora
Neuberger Berman inks direct indexing deal with Key Wealth
ALTERNATIVES MAR 18, 2024
Neuberger Berman inks direct indexing deal with Key Wealth

Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.

By Leo Almazora
Bond yields could disrupt equities rally: Morgan Stanley
EQUITIES MAR 18, 2024
Bond yields could disrupt equities rally: Morgan Stanley

Strategists warn that the rally faces tests this week.

By Bloomberg
Senior secured loans are the next best investment, Bluerock says
ALTERNATIVES MAR 15, 2024
Senior secured loans are the next best investment, Bluerock says

The loans offer several benefits for investors, including diversification.

By Josh Welsh
Schlichter's message to pension sponsors: Be very careful with PRTs
RETIREMENT PLANNING MAR 15, 2024
Schlichter's message to pension sponsors: Be very careful with PRTs

Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.

By Emile Hallez
Clients asking more about gold as yellow metal moves higher
ALTERNATIVES MAR 15, 2024
Clients asking more about gold as yellow metal moves higher

Advisors say the stealthy advance in gold is starting to attract more attention from clients. And some strategists believe this is only beginning.

By Gregg Greenberg
Uh-oh! Are we facing a bitcoin bubble?
ALTERNATIVES MAR 15, 2024
Uh-oh! Are we facing a bitcoin bubble?

Cryptocurrency has eased from its recent record high.

By Bloomberg
Stocks pause as market digests latest US inflation stats
EQUITIES MAR 15, 2024
Stocks pause as market digests latest US inflation stats

CPI data suggests Fed will hold rates again next week.

By Bloomberg
Companies transferred billions in pension assets to annuities. Here come the lawsuits
RETIREMENT PLANNING MAR 14, 2024
Companies transferred billions in pension assets to annuities. Here come the lawsuits

The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.

By Emile Hallez
Cetera provides bitcoin ETF clarity with policy for advisors
ALTERNATIVES MAR 14, 2024
Cetera provides bitcoin ETF clarity with policy for advisors

The broker-dealer moves to the forefront with education, training, and resources in ‘prudent embrace’ of innovative products.

By Leo Almazora
New Hampshire bars former Next Financial broker
ALTERNATIVES MAR 14, 2024
New Hampshire bars former Next Financial broker

The broker and Next Financial Group Inc. are on the hook for more than $1 million in penalties.

By Bruce Kelly
Stifel unveils deal betting on CD business
INDEPENDENT BROKER DEALERS MAR 14, 2024
Stifel unveils deal betting on CD business

Wealth giant agrees to acquire platforms to future-proof its certificates of deposit offerings.

By Leo Almazora
Lipper awards celebrate strong year for mutual fund industry
MUTUAL FUNDS MAR 14, 2024
Lipper awards celebrate strong year for mutual fund industry

116 funds were recognized with a Lipper Fund Award over the five-year period, and 108 funds won the prestigious trophy for the 10-year period.

By Gregg Greenberg
Emerging Asian bonds weaken as inflation pressures rise
FIXED INCOME MAR 14, 2024
Emerging Asian bonds weaken as inflation pressures rise

Several of the region's economies are facing higher prices again.

By Bloomberg
What's happening with commodities trading?
ALTERNATIVES MAR 14, 2024
What's happening with commodities trading?

Traders are betting against volatility amid unusual circumstances.

By Bloomberg
Stocks struggle to find direction after rally
EQUITIES MAR 13, 2024
Stocks struggle to find direction after rally

Tuesday's strong session on Wall Street has left equities without clarity.

By Bloomberg
$1.7T record high for global dividends in 2023
EQUITIES MAR 13, 2024
$1.7T record high for global dividends in 2023

Janus Henderson expects another record-breaker in 2024.

By Bloomberg
Why one junk bond bear is steering clear of the asset class
FIXED INCOME MAR 13, 2024
Why one junk bond bear is steering clear of the asset class

The notes have rallied but strategist says high-yield is not attractive.

By Bloomberg
Fintech Flourish expands fee-based annuity shelf
FINTECH MAR 13, 2024
Fintech Flourish expands fee-based annuity shelf

The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.

By Leo Almazora