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LPL's Bill Dwyer is back, and he's pitching AI
TECHNOLOGY FEB 01, 2024
LPL's Bill Dwyer is back, and he's pitching AI

'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.

By Bruce Kelly
Spot Bitcoin ETFs: What Financial Advisors Should Consider
ETFS FEB 01, 2024
Spot Bitcoin ETFs: What Financial Advisors Should Consider

A webinar February 15 will provide insights into how advisors should think about the products when it comes to portfolio construction.

By Gregg Greenberg
European markets react to Fed's rates narrative
EQUITIES FEB 01, 2024
European markets react to Fed's rates narrative

Earnings were also in focus as Thursday's trading commenced.

By Bloomberg
State regulators oppose bill to allow private markets access through advisors
ALTERNATIVES JAN 31, 2024
State regulators oppose bill to allow private markets access through advisors

This idea may result in investors paying higher fees without requisite returns, argues state regulator.

By Mark Schoeff Jr.
When will the Fed start cutting?
FIXED INCOME JAN 31, 2024
When will the Fed start cutting?

Advisors give their take on the path ahead as central bank reveals its latest interest-rate decision.

By James Burton
Another trough coming in 2024 for boom-and-bust non-traded REITs
ALTERNATIVES JAN 31, 2024
Another trough coming in 2024 for boom-and-bust non-traded REITs

Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.

By Bruce Kelly
Nasdaq futures fall as AI results fail to match up to hype
EQUITIES JAN 31, 2024
Nasdaq futures fall as AI results fail to match up to hype

Some tech giants' earnings have underwhelmed investors.

By Bloomberg
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec
ALTERNATIVES JAN 30, 2024
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec

Many broker-dealers still have plenty of work to do regarding new product.

By Bruce Kelly
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
RETIREMENT PLANNING JAN 30, 2024
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say

Such ETFs could become a small component of target-date funds.

By Emile Hallez
Giant conflicts alleged involving a former advisor
ALTERNATIVES JAN 30, 2024
Giant conflicts alleged involving a former advisor

'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.

By Bruce Kelly
Earnings in focus include 'Magnificent Seven'
EQUITIES JAN 30, 2024
Earnings in focus include 'Magnificent Seven'

It's the busiest week of the current earnings season, but what will it bring?

By Bloomberg
Will REITs continue to roil investors in 2024?
ALTERNATIVES JAN 29, 2024
Will REITs continue to roil investors in 2024?

It used to be elevators were the only things that rose and fell so regularly when it came to buildings. Now it’s the shares of the companies that own them

By Gregg Greenberg
Investor expectations for equities at highest in two years, Vanguard reveals
EQUITIES JAN 29, 2024
Investor expectations for equities at highest in two years, Vanguard reveals

Interest rates and potential recession are not enough to weaken confidence.

By Steve Randall
Stocks reflect caution as multiple headwinds converge
EQUITIES JAN 29, 2024
Stocks reflect caution as multiple headwinds converge

Fed rates decision this week, oil prices are up, earnings awaited.

By Bloomberg
Why are traders anticipating a ‘once in a lifetime’ bet on emerging markets?
EMERGING MARKETS JAN 29, 2024
Why are traders anticipating a ‘once in a lifetime’ bet on emerging markets?

Local-currency funds are in favor for potential surge.

By Bloomberg
Second ETF inspired by Jim Cramer closing
ETFS JAN 26, 2024
Second ETF inspired by Jim Cramer closing

The Inverse Cramer Tracker ETF, which aimed to short stocks that were recommended by the TV personality, will stop trading Feb. 13.

By Bloomberg
Prudential, Fidelity collaborate on new decumulation option for DC plans
RETIREMENT PLANNING JAN 26, 2024
Prudential, Fidelity collaborate on new decumulation option for DC plans

The firms say that 100,000 people will benefit from the new product.

By Steve Randall
Corporate bond rush tightens global credit spread
FIXED INCOME JAN 26, 2024
Corporate bond rush tightens global credit spread

Yield premiums fell to near a late-2022 low on Thursday.

By Bloomberg
Bitcoin ETF stems outflows to help stabilize crypto at $40K
ETFS JAN 26, 2024
Bitcoin ETF stems outflows to help stabilize crypto at $40K

The Grayscale Bitcoin Trust has seen almost $5B exit since Jan. 11.

By Bloomberg
Advisors not done with alternatives despite bull run
ALTERNATIVES JAN 25, 2024
Advisors not done with alternatives despite bull run

The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that once provided them safe harbor.

By Gregg Greenberg