Investing

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Investors should ‘warm up’ to funds of funds, Opto says
ALTERNATIVES SEP 29, 2023
Investors should ‘warm up’ to funds of funds, Opto says

Many investors may shy away from such funds because of their fees.

By Josh Welsh
Advisors finally being forced to reckon with client cash
MUTUAL FUNDS SEP 29, 2023
Advisors finally being forced to reckon with client cash

Cash has clout again and suddenly financial advisors have real decisions to make about the excess funds in their client accounts.

By Gregg Greenberg
Annuities are changing the game for advisors
RIA NEWS SEP 29, 2023
Annuities are changing the game for advisors

Experts discuss the advantages of annuities and a handy tool for advisors at a recent webinar.

By Josh Welsh
Bitcoin ETF review delayed again by SEC
ALTERNATIVES SEP 29, 2023
Bitcoin ETF review delayed again by SEC

The regulator has paused decisions ahead of a government shutdown.

By Bloomberg
Broker who sold GWG bonds faces deluge of investor complaints
ALTERNATIVES SEP 28, 2023
Broker who sold GWG bonds faces deluge of investor complaints

'I intend to vigorously defend myself against these claims,' broker Tony Barouti states.

By Bruce Kelly
$116 billion saved in HSAs, Devenir finds
RETIREMENT PLANNING SEP 28, 2023
$116 billion saved in HSAs, Devenir finds

Asset and investment growth in health savings accounts was strong during the first half.

By Josh Welsh
Corporate bonds swing into loss amid hawkish Fed
FIXED INCOME SEP 28, 2023
Corporate bonds swing into loss amid hawkish Fed

Optimism has been shattered by the tougher stance taken by the central bank.

By Bloomberg
Franklin Templeton expects more debt defaults from junk firms
FIXED INCOME SEP 28, 2023
Franklin Templeton expects more debt defaults from junk firms

Asset manager sees greater risk in high-yield, but says it’s generally good risk.

By Bloomberg
US stock sell-off may intensify, Goldman Sachs warns
EQUITIES SEP 28, 2023
US stock sell-off may intensify, Goldman Sachs warns

MD Scott Robner says it's a "no rules market" but expects year-end rally.

By Bloomberg
RIAs seeing increase in client anxiety over retirement plans, survey shows
RETIREMENT PLANNING SEP 27, 2023
RIAs seeing increase in client anxiety over retirement plans, survey shows

Clients are increasingly worried about retirement prospects and the level of financial security they can achieve during their golden years.

By Gregg Greenberg
Nebraska team managing more than $600M switches to LPL Financial
INDEPENDENT BROKER DEALERS SEP 27, 2023
Nebraska team managing more than $600M switches to LPL Financial

Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities

By InvestmentNews
BlackRock says insurers plan to boost private debt and credit
LIFE INSURANCE AND ANNUITIES SEP 27, 2023
BlackRock says insurers plan to boost private debt and credit

But the $29 trillion industry will pull back from PE and real estate.

By Bloomberg
Inflation is forcing some Americans to forego medical treatment
RETIREMENT PLANNING SEP 26, 2023
Inflation is forcing some Americans to forego medical treatment

Millions of people are likely already struggling to pay medical bills, report reveals.

By Steve Randall
Why government shutdown risk is good news for the greenback
FIXED INCOME SEP 26, 2023
Why government shutdown risk is good news for the greenback

US dollar is gaining strength and some analysts expect it to go further.

By Bloomberg
All Schwab’s bond ETFs now cost just 3 basis points
MUTUAL FUNDS SEP 25, 2023
All Schwab’s bond ETFs now cost just 3 basis points

The company is cutting fees on two fixed-income exchange-traded funds.

By Bloomberg
Webinar for RIAs discusses annuities, retirement planning
RETIREMENT PLANNING SEP 25, 2023
Webinar for RIAs discusses annuities, retirement planning

The RIA LABS event looks at longevity risks and various products that can be used.

By Josh Welsh
Vanguard plans first new actively managed ETFs in two years
MUTUAL FUNDS SEP 25, 2023
Vanguard plans first new actively managed ETFs in two years

Both new products would focus on the fixed-income market.

By Bloomberg
Hero to zero: Most NFTs are now worthless, says new report
ALTERNATIVES SEP 25, 2023
Hero to zero: Most NFTs are now worthless, says new report

Once hailed as the exciting new thing in digital assets, non-fungible tokens have slumped.

By Steve Randall
The puzzle posed by annuities
RETIREMENT PLANNING SEP 25, 2023
The puzzle posed by annuities

Perhaps the lack of demand among clients is a function of a lack of understanding of annuities among advisors.

By InvestmentNews
BofA sees equities exodus, 10-year Treasuries yield highest since 2007
EQUITIES SEP 22, 2023
BofA sees equities exodus, 10-year Treasuries yield highest since 2007

Markets are readjusting for rates that are higher for longer.

By Steve Randall