Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.
About half the firm's index equity assets are now eligible for its pilot Voting Choice program.
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Survey of financial professionals exposes gaps in understanding, with more favoring active bond funds.
Allocations to these equities is highest since summer 2020.
The pullback points to investors' confidence that the Federal Reserve has gotten inflation under control.
Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
Markets are now conceding that a slower pace is likely.
The firm would shift variable annuity values to fixed-interest-rate accounts for clients who accept it.
A successful preferred investment involves getting two things right: the future of the underlying company and the future of interest rates.
The curious 'halving' event in April is also starting to impact value.
Hopes are high for the proposed vehicle, which 'has the potential to be one of the largest closed-end funds,' according to the prospectus filed with the SEC.
Limra research reveals concerns around retirement, disability, and unexpected emergencies among Black adults.
'Somewhere in the firm's systems, a big, flashing red light should have gone off,' one attorney says.
The four active ETFs the company is readying include international equity and emerging markets exposure.
The big question now facing covered call ETF holders is whether they should banish those bear market memories and let their index holdings ride uncovered.
Stocks and bonds saw small movements in early trading Thursday.
'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.
Investors are also weighing China’s moves to stabilize its market.
