Investing

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Eaglebrook inks new crypto partnership with Franklin Templeton
ALTERNATIVES MAR 26, 2024
Eaglebrook inks new crypto partnership with Franklin Templeton

The digital asset investment platform’s new bitcoin and ether SMA strategy builds on a relationship forged in 2022.

By Leo Almazora
Retirees in target-date funds still recovering from 2022
RETIREMENT PLANNING MAR 26, 2024
Retirees in target-date funds still recovering from 2022

Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.

By Emile Hallez
Repeat flubs at Stifel over complex products: Finra
ALTERNATIVES MAR 26, 2024
Repeat flubs at Stifel over complex products: Finra

Stifel broker-dealers agree to fines and restitution of almost $3 million as a result of shortcomings in supervision and compliance related to sales of non-traditional exchange-traded products.

By Bruce Kelly
Shaking up the 60/40 portfolio
ALTERNATIVES MAR 26, 2024
Shaking up the 60/40 portfolio

The importance of diversification, like your health, only reveals itself in bad times, advisor says.

By Emily Douglas
Bitcoin volatility is more pronounced in US trading hours
ALTERNATIVES MAR 26, 2024
Bitcoin volatility is more pronounced in US trading hours

The cryptocurrency has gained 154% in the last 12 months.

By Bloomberg
Sustainability-linked bond market worth $280B isn't working
FIXED INCOME MAR 26, 2024
Sustainability-linked bond market worth $280B isn't working

Report from CBI says most are not aligned with global climate goals.

By Bloomberg
Schlichter explores pension risk transfer lawsuit against Alcoa
LIFE INSURANCE AND ANNUITIES MAR 25, 2024
Schlichter explores pension risk transfer lawsuit against Alcoa

The law firm, which has brought two cases this month over pension risk transfers, is looking for participants and beneficiaries of Alcoa's pension plan.

By Emile Hallez
Mutual fund flips boost Morgan Stanley ETFs to $1B in assets
ETFS MAR 25, 2024
Mutual fund flips boost Morgan Stanley ETFs to $1B in assets

The firm did its first-ever conversions involving two Eaton Vance fixed-income funds.

By Bloomberg
Ensuring alimony payments continue despite premature death
RETIREMENT PLANNING MAR 25, 2024
Ensuring alimony payments continue despite premature death

One of the most effective ways to secure alimony against the risk of premature death is through life insurance.

By Gabrielle Clemens
Wall Street strategists are getting nervous about stock rally
EQUITIES MAR 25, 2024
Wall Street strategists are getting nervous about stock rally

Corporate outlooks are creating concern about sustainability of gains.

By Bloomberg
Crypto back in favor for Goldman's hedge fund clients
ALTERNATIVES MAR 25, 2024
Crypto back in favor for Goldman's hedge fund clients

After a quiet 2022, interest is rising in cryptocurrency assets.

By Bloomberg
What will happen with commodities as central banks cut rates?
ALTERNATIVES MAR 25, 2024
What will happen with commodities as central banks cut rates?

The market should advance, according to Goldman Sachs.

By Bloomberg
Empower unveils comprehensive retirement income suite
RETIREMENT PLANNING MAR 22, 2024
Empower unveils comprehensive retirement income suite

The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.

By Leo Almazora
Mutual funds, ETFs are taking a smaller bite out of returns as expense ratios fall
MUTUAL FUNDS MAR 22, 2024
Mutual funds, ETFs are taking a smaller bite out of returns as expense ratios fall

2023 continued a long-term trend of decreasing expense ratios.

By Steve Randall
Stocks on course for best week of the year
EQUITIES MAR 22, 2024
Stocks on course for best week of the year

Global gains boosted by several central banks' tone on rates.

By Bloomberg
BofA strategist warns that US stocks are showing bubble signs
EQUITIES MAR 22, 2024
BofA strategist warns that US stocks are showing bubble signs

Investors pulled $22B from US equity funds ahead of Fed.

By Bloomberg
Bitcoin headed for a bad week as ETF demand slides
ALTERNATIVES MAR 22, 2024
Bitcoin headed for a bad week as ETF demand slides

JPMorgan says cryptocurrency appears overbought.

By Bloomberg
Investing in precious metals may not be so safe, regulators warn
ALTERNATIVES MAR 21, 2024
Investing in precious metals may not be so safe, regulators warn

Joint effort by CFTC, NASAA and Finra flags risks and potential fraud, including common falsehoods and scams aimed at IRA investors.

By Leo Almazora
Betterment adds mutual funds for custom portfolio builders
FINTECH MAR 21, 2024
Betterment adds mutual funds for custom portfolio builders

The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.

By Leo Almazora
Do higher-paid employees lead to higher stock prices?
ETFS MAR 21, 2024
Do higher-paid employees lead to higher stock prices?

If an analyst can quantify the way employees are treated, it could help ascertain the value of a company’s stock.

By Gregg Greenberg