Investing

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Blockbuster summer fuels $609B haul for ETFs
ALTERNATIVES SEP 03, 2024
Blockbuster summer fuels $609B haul for ETFs

US-listed ETFs raked in $75B, five times over the same period in 2023, amid an investor frenzy that cut across styles and asset classes.

By Bloomberg
Posing as a broker, Maryland insurance agent grabs clients' savings
LIFE INSURANCE AND ANNUITIES AUG 29, 2024
Posing as a broker, Maryland insurance agent grabs clients' savings

"Customers should use regulated industries to their advantage and hire career specialists in each area of their lives," said one industry executive.

By Bruce Kelly
Treasury yields rise on resilient signals pointing to measured Fed cuts
FIXED INCOME AUG 29, 2024
Treasury yields rise on resilient signals pointing to measured Fed cuts

A positive revision in US GDP and healthy job market numbers prompted traders to pare their expectations.

By Bloomberg
Crypto millionaires have doubled over the past year: Henley & Partners
ALTERNATIVES AUG 29, 2024
Crypto millionaires have doubled over the past year: Henley & Partners

With crypto assets soaring to $2.3T in market value, the number of crypto centi-billionaires has grown 79 percent.

By Leo Almazora
Which firm leads annuity sales this year?
LIFE INSURANCE AND ANNUITIES AUG 29, 2024
Which firm leads annuity sales this year?

Sales continue to rise across the industry, Limra found.

By Emile Hallez
Expect advisors’ ETF love affair to continue, says Cerulli
ETFS AUG 29, 2024
Expect advisors’ ETF love affair to continue, says Cerulli

A shift from mutual funds, product expansion at asset managers, and the growing appeal of active ETFs will help drive adoption forward.

By Leo Almazora
Private equity funds gaining traction with advisors
ALTERNATIVES AUG 28, 2024
Private equity funds gaining traction with advisors

"The appetite by financial advisors for private equity funds is super high right now," says one industry executive.

By Bruce Kelly
Buffett's Berkshire bursts into the trillion-dollar club
EQUITIES AUG 28, 2024
Buffett's Berkshire bursts into the trillion-dollar club

It's not just for tech titans anymore as the Oracle of Omaha's get-rich-slow investing style reaffirms its worth.

By Bloomberg
For two-fifths of financial advisors, a bit of bitcoin makes sense
ALTERNATIVES AUG 28, 2024
For two-fifths of financial advisors, a bit of bitcoin makes sense

June snapshot survey by DACFP reveals more financial professionals pitching crypto exposure to their clients.

By Leo Almazora
BofA clients pull out of US stocks as S&P 500 hovers near all-time high
EQUITIES AUG 27, 2024
BofA clients pull out of US stocks as S&P 500 hovers near all-time high

The risk-off rush sparked an offloading out of seven out of 11 sectors, including tech and energy stocks.

By Bloomberg
Avalanche of peak boomer retirements will have “a significant impact,” warns study
RETIREMENT PLANNING AUG 27, 2024
Avalanche of peak boomer retirements will have “a significant impact,” warns study

Research from the Alliance of Lifetime Income highlights the economic implications of a historic turnover in the workforce.

By Leo Almazora
Trump trades are fading amid pro-Harris poll surge
EQUITIES AUG 27, 2024
Trump trades are fading amid pro-Harris poll surge

Amid shifting views on the presidential election, traders are looking for protection against stock volatility.

By Bloomberg
Investors like annuities in 401(k)s, for other people
RETIREMENT PLANNING AUG 27, 2024
Investors like annuities in 401(k)s, for other people

Lifetime income options are good for those who are less financially savvy, a focus group with at least $500,000 said.

By Emile Hallez
Tech stocks trip as Powell pivot spurs "rotation trade" talk
EQUITIES AUG 26, 2024
Tech stocks trip as Powell pivot spurs "rotation trade" talk

A wavering of bullish momentum in US stocks is putting Nvidia's earnings in the spotlight.

By Bloomberg
Bitcoin ETFs benefit as crypto touches $65K
ETFS AUG 26, 2024
Bitcoin ETFs benefit as crypto touches $65K

But Ether trade was weaker early Monday.

By Bloomberg
Pimco-backed offices get downgrade from Moody's as losses continue
ALTERNATIVES AUG 23, 2024
Pimco-backed offices get downgrade from Moody's as losses continue

Ratings agency demotes mortgage-backed debt to junk status on rising expectations of interest-payment shortfalls.

By Bloomberg
Advisors need alts education … but what training do they want?
ALTERNATIVES AUG 23, 2024
Advisors need alts education … but what training do they want?

Alternative asset managers weigh in on the most valued types of education for financial advisors.

By Leo Almazora
Amplify launches new growth-oriented covered call ETF 
ETFS AUG 23, 2024
Amplify launches new growth-oriented covered call ETF 

Fund seeks to lower volatility and pay high current income on a monthly basis.

By Steve Randall
Annuities post $109B sales record in Q2 as deferred annuities surge
LIFE INSURANCE AND ANNUITIES AUG 22, 2024
Annuities post $109B sales record in Q2 as deferred annuities surge

Indexed and structured products logged robust double-digit growth as fixed-rate annuities face challenges from declining rates, says new report.

By Leo Almazora
Stocks stall as traders parse jobless claims, Fed policymakers' comments
EQUITIES AUG 22, 2024
Stocks stall as traders parse jobless claims, Fed policymakers' comments

Market analysts continue to whet their appetites before the much-anticipated Jackson Hole speech.

By Bloomberg