Investing

Displaying 16077 results
Gold investors watch and wait through yellow metal's 'summer lull'
ALTERNATIVES JUL 26, 2023
Gold investors watch and wait through yellow metal's 'summer lull'

Gold has been hovering around $2,000 an ounce since the start of 2023, failing to break out in the face of repeated Fed rate hikes.

By Gregg Greenberg
iCapital launches new portfolio construction tool
ALTERNATIVES JUL 26, 2023
iCapital launches new portfolio construction tool

Architect aims to make alts a core element of portfolios rather than a satellite component.

By Ryan W. Neal
Annuities selling at record level as clients look for growth and buffers
LIFE INSURANCE AND ANNUITIES JUL 25, 2023
Annuities selling at record level as clients look for growth and buffers

Total sales are up 28% in the first half, with RILAs and fixed annuities rising, according to Limra.

By Emile Hallez
How advisors rein in overly bullish clients
EQUITIES JUL 25, 2023
How advisors rein in overly bullish clients

Brother, can you spare an AI stock? Advisors talk speculation and the bull market.

By Gregg Greenberg
US alternative asset manager to boost AUM by $4B with private markets acquisition
ALTERNATIVES JUL 25, 2023
US alternative asset manager to boost AUM by $4B with private markets acquisition

HighVista Strategies is acquiring the US private markets business of abrdn Inc.

By Steve Randall
Investors want crypto custodians and Wall Street wants a slice of that
ALTERNATIVES JUL 25, 2023
Investors want crypto custodians and Wall Street wants a slice of that

Demand for third-party custodian services for digital assets is heating up following the FTX exchange collapse.

By Bloomberg
Morgan Stanley files for next round of ETFs
WIREHOUSES JUL 24, 2023
Morgan Stanley files for next round of ETFs

The firm is launching three fixed-income exchange-traded funds bearing the Eaton Vance name, in addition to a Parametric ETF.

By Bloomberg
Ex-UBS wealth chief Tom Naratil joins Lightyear Capital
RIA NEWS JUL 24, 2023
Ex-UBS wealth chief Tom Naratil joins Lightyear Capital

Naratil, a 39-year veteran of UBS, last fall stepped down from his senior roles at the wirehouse.

By Bruce Kelly
Bypassing Wall Street proves costly for P2P crypto exchanges
ALTERNATIVES JUL 24, 2023
Bypassing Wall Street proves costly for P2P crypto exchanges

The peer-to-peer trading digital asset trading platforms are struggling to achieve their decentralized dreams.

By Bloomberg
Sustainable fund outflows aren't fazing advisors
MUTUAL FUNDS JUL 21, 2023
Sustainable fund outflows aren't fazing advisors

Performance has turned around for ESG-themed funds in recent months.

By Emile Hallez
Lingering pain for clients of defunct broker-dealer
ALTERNATIVES JUL 21, 2023
Lingering pain for clients of defunct broker-dealer

The egregious case of Jamie Worden and the continuing issue of unpaid arbitration awards.

By Bruce Kelly
Contentious ESG label dethroning green bonds, says former HSBC banker
FIXED INCOME JUL 20, 2023
Contentious ESG label dethroning green bonds, says former HSBC banker

While sustainability-linked bonds have come in for some criticism, they have the potential to dominate the roughly $6 trillion ethical debt market.

By Bloomberg
ETF strategy designed for night owls gets a wake-up call
RIA NEWS JUL 20, 2023
ETF strategy designed for night owls gets a wake-up call

NightShares shutters two ETFs that only invest when the market is closed.

By Jeff Benjamin
Planning for the 40% of retirements that occur without warning
RETIREMENT PLANNING JUL 19, 2023
Planning for the 40% of retirements that occur without warning

Considering a range of scenarios and having different buckets of assets is helpful, advisors say.

By Emile Hallez
Wall Street earnings, AI stocks push S&P 500 higher
EQUITIES JUL 19, 2023
Wall Street earnings, AI stocks push S&P 500 higher

But markets are still uncertain about Fed’s moves, with data inconclusive.

By Bloomberg
FPA rolls out welcome mat for alternative investments
RIA NEWS JUL 18, 2023
FPA rolls out welcome mat for alternative investments

A partnership with the Chartered Alternative Investment Analyst Association will help FPA members educate themselves and their clients about alternatives.

By Jeff Benjamin
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years
MUTUAL FUNDS JUL 18, 2023
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years

Exponential growth has propelled and transformed the market says BlackRock.

By Steve Randall
Young people far more likely to invest in ETFs than over 55s, says Invesco
MUTUAL FUNDS JUL 18, 2023
Young people far more likely to invest in ETFs than over 55s, says Invesco

Survey of retail investors also reveals why some private investors do not hold ETFs in their portfolios.

By Steve Randall
BlackRock bringing proxy-voting choice to retail investors in its largest ETF
ETFS JUL 17, 2023
BlackRock bringing proxy-voting choice to retail investors in its largest ETF

More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.

By Ryan W. Neal
Stifel advisor facing $23.5 million in investor claims over structured notes
ALTERNATIVES JUL 17, 2023
Stifel advisor facing $23.5 million in investor claims over structured notes

The Miami Beach, Florida-based advisor, Chuck Roberts, is a 33-year industry veteran and has worked at Stifel since 2016.

By Bruce Kelly