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Jackson, Nationwide expand advisor-focused offerings amid shifting distribution landscape
RETIREMENT PLANNING JUL 25, 2025
Jackson, Nationwide expand advisor-focused offerings amid shifting distribution landscape

The insurance and annuity giants' latest updates for financial professionals underscore the growing importance of third-party distributors.

By Leo Almazora
Money funds take major leap in tokenization deal, JPMorgan says
ALTERNATIVES JUL 25, 2025
Money funds take major leap in tokenization deal, JPMorgan says

The tie-up between Goldman Sachs and BNY will help money funds hold their own against the rise of stablecoins while unlocking other uses, according to strategists.

By Bloomberg
BofA's Hartnett renews warnings around bubble risks for stocks
EQUITIES JUL 25, 2025
BofA's Hartnett renews warnings around bubble risks for stocks

Loosening monetary policy and financial regulation increases risk, he says.

By Bloomberg
Morgan Stanley issues first Panda bond by a US company
FIXED INCOME JUL 25, 2025
Morgan Stanley issues first Panda bond by a US company

Proceeds from the sale will be remitted out of China to be used offshore.

By Bloomberg
Brookfield's new real estate head sees return of mega deals
ALTERNATIVES JUL 25, 2025
Brookfield's new real estate head sees return of mega deals

Alternative asset manager has sold $13 billion of property already this year.

By Bloomberg
Trump crypto push fuels surge for venture capital and PE
ALTERNATIVES JUL 25, 2025
Trump crypto push fuels surge for venture capital and PE

New research reveals administration’s supportive stance is driving growth.

By Steve Randall
Factoring in the visibility premium
ALTERNATIVES JUL 24, 2025
Factoring in the visibility premium

As private markets become more accessible to advisors, so do misconceptions about liquidity, performance, and risk

By Chris Davis
SEC hits pause on Bitwise ETF offering broad crypto exposure
ALTERNATIVES JUL 24, 2025
SEC hits pause on Bitwise ETF offering broad crypto exposure

The agency's decision to stay the approval process just hours after signing off highlights ongoing ambiguity for new crypto-focused ETF offerings.

By Bloomberg
Will traditional investment firms survive the next generation of investors?
ALTERNATIVES JUL 24, 2025
Will traditional investment firms survive the next generation of investors?

Forget generation gaps, David Mabie says risky investments are simply a life stage, not an era-specific trend.

By Chris Davis
Blackstone profit jumps 25% on retail, evergreen fees
ALTERNATIVES JUL 24, 2025
Blackstone profit jumps 25% on retail, evergreen fees

The alternative assets giant saw a second-quarter surge in earnings, driven in significant part by a private equity vehicle targeting wealthy investors.

By Bloomberg
Goldman Sachs, BNY bring money market funds to the blockchain party
ALTERNATIVES JUL 24, 2025
Goldman Sachs, BNY bring money market funds to the blockchain party

The Wall Street giants' alliance will see institutional investors holding tokenized shares of funds managed by BlackRock, Fidelity, and other leading managers.

By Leo Almazora
Trump says countries will face tariffs ranging from 15% to 50%
EQUITIES JUL 24, 2025
Trump says countries will face tariffs ranging from 15% to 50%

But agreements that would reduce rates are still possible.

By Bloomberg
Tesla braces for rough quarters ahead as US ends EV incentives
EQUITIES JUL 24, 2025
Tesla braces for rough quarters ahead as US ends EV incentives

Musk says firm’s long-term economic outlook remains ‘very compelling’.

By Bloomberg
Alphabet boosted by AI, cloud demand as spending needs jump
EQUITIES JUL 24, 2025
Alphabet boosted by AI, cloud demand as spending needs jump

Investors should expect sharp rise in capital spending to stay in the race.

By Bloomberg
Rising US coal consumption set to help seal record global demand
ALTERNATIVES JUL 24, 2025
Rising US coal consumption set to help seal record global demand

IEA report shows end of the fossil fuel era is still a long way off.

By Bloomberg
Georgia real estate asset manager invested $150,000 into massive Ponzi scheme
EQUITIES JUL 23, 2025
Georgia real estate asset manager invested $150,000 into massive Ponzi scheme

“The questions is, how does an asset manager choose opportunities like this to invest in,” one executive said. “What’s the due diligence?”  

By Bruce Kelly
Firing Powell won’t save much on debt costs, Deutsche Bank warns
FIXED INCOME JUL 23, 2025
Firing Powell won’t save much on debt costs, Deutsche Bank warns

President Donald Trump's call to force rates down 300 basis points would produce far less than his hoped-for $1 trillion in savings, analysts say.

By Bloomberg
Edward Jones, Franklin Templeton beef up SMA menus amid industry growth
EQUITIES JUL 23, 2025
Edward Jones, Franklin Templeton beef up SMA menus amid industry growth

The new offerings, including managed options on Franklin's canvas platform, come as managed account assets surge in the US to hit $13.7 trillion.

By Leo Almazora
Financial advisors are finding opportunities in private equity
ALTERNATIVES JUL 23, 2025
Financial advisors are finding opportunities in private equity

Private equity players are creating more and more vehicles that are available to wealth managers. Financial advisors name some of their favorites.

By Gregg Greenberg
DOGE cuts risk bogging down push to implement Trump’s tax breaks
EQUITIES JUL 23, 2025
DOGE cuts risk bogging down push to implement Trump’s tax breaks

Staffing shortfalls, new policies, and increased demand for clarity create potential speed bumps for tax planning and compliance.

By Bloomberg