Investing

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US annuity sales reach record high in the first half of 2024
LIFE INSURANCE AND ANNUITIES JUL 25, 2024
US annuity sales reach record high in the first half of 2024

Annuities have benefited from favorable economic conditions and the Federal Reserve not cutting interest rates this year, says Limra head of research.

By Jonalyn Cueto
Fintech firm introduces one-button ETF investing platform
ETFS JUL 24, 2024
Fintech firm introduces one-button ETF investing platform

New application aims to revolutionize ETF investing.

By Jonalyn Cueto
What happens if munis lose their tax exemption? Advisors weigh in.
FIXED INCOME JUL 23, 2024
What happens if munis lose their tax exemption? Advisors weigh in.

Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can.

By Gregg Greenberg
Barred broker arrested in Ohio for $1 million alleged fraud
ALTERNATIVES JUL 23, 2024
Barred broker arrested in Ohio for $1 million alleged fraud

"If the salesperson doesn't have a license, my advice is simple: hang onto your wallet," one former state regulator says.

By Bruce Kelly
Most advisors recommend ETF strategies to clients, State Street poll reveals
ETFS JUL 23, 2024
Most advisors recommend ETF strategies to clients, State Street poll reveals

Institutional investors are on board, while individual investors are catching up slowly.

By Steve Randall
Wells Fargo says muni tax break at risk no matter who wins election
FIXED INCOME JUL 22, 2024
Wells Fargo says muni tax break at risk no matter who wins election

Silver lining is that limiting access to tax-exempt bonds boosts the value of existing muni debt, says strategist.

By Bloomberg
SEC approves spot-Ether ETFs, according to filings
ETFS JUL 22, 2024
SEC approves spot-Ether ETFs, according to filings

Regulator yet to confirm but asset managers acknowledge latest crypto milestone.

By Bloomberg
Leveraging private placement life insurance as a tax strategy for HNW clients
OPINION JUL 19, 2024
Leveraging private placement life insurance as a tax strategy for HNW clients

With several key factors influencing a complex product, it's essential advisors are well versed on its portfolio positioning.

By Chad Druvenga
Blackstone prepping new funds for retail market
ALTERNATIVES JUL 18, 2024
Blackstone prepping new funds for retail market

"With a big name like Blackstone, it's easier for a broker-dealer or RIA to get behind that brand," says industry executive.

By Bruce Kelly
Private credit ventures deeper into risks Wall Street won't take
ALTERNATIVES JUL 18, 2024
Private credit ventures deeper into risks Wall Street won't take

Private credit funds are stretching further for deals as weak interest margins threaten their returns.

By Bloomberg
iCapital deepens Arax partnership with Ashton Thomas deal
ALTERNATIVES JUL 18, 2024
iCapital deepens Arax partnership with Ashton Thomas deal

The global fintech firm is helping more advisors and high-net-worth clients access opportunities in the alternative investment space.

By Leo Almazora
Ether ETF competition stiffens as firms disclose fees
ALTERNATIVES JUL 18, 2024
Ether ETF competition stiffens as firms disclose fees

Shots have been fired in the battle for assets even before the next big crypto ETF products are slated to launch.

By Bloomberg
Raymond James welcomes Vanguard veteran in planned ETF platform launch
INDEPENDENT BROKER DEALERS JUL 18, 2024
Raymond James welcomes Vanguard veteran in planned ETF platform launch

The broker-dealer giant has unveiled plans to launch an ETF product platform next year, led by a former NYSE leader.

By Leo Almazora
BlackRock takes to the blue-chip bond market for Preqin deal funding
ALTERNATIVES JUL 17, 2024
BlackRock takes to the blue-chip bond market for Preqin deal funding

The world's largest asset manager is issuing three tranches of debt to help fuel its venture into the private-markets data space.

By Bloomberg
The benefits of including annuities as an RIA
RETIREMENT PLANNING JUL 16, 2024
The benefits of including annuities as an RIA

Annuities generate and increase revenue, and provide structural advantages, DPL founder and CEO says.

By Josh Welsh
DOL is overreaching its authority again, fiduciary rule critics tell Texas federal court
RETIREMENT PLANNING JUL 16, 2024
DOL is overreaching its authority again, fiduciary rule critics tell Texas federal court

Representatives of life insurance and annuity issuers argue the labor department’s defense suffers the same weaknesses as its 2016 predecessor.

By Leo Almazora
Nationwide names next leader for annuity business
LIFE INSURANCE AND ANNUITIES JUL 15, 2024
Nationwide names next leader for annuity business

Industry veteran Craig Hawley set to take over as leader of Nationwide Annuity pushes through with retirement.

By Leo Almazora
Trump's second-term run threatens muni bonds' tax edge
FIXED INCOME JUL 15, 2024
Trump's second-term run threatens muni bonds' tax edge

A long-enshrined tax exemption to municipal bonds could end up scrapped if the 45th president gets his way.

By Bloomberg
ETF flows push BlackRock to $10.6T AUM summit
ALTERNATIVES JUL 15, 2024
ETF flows push BlackRock to $10.6T AUM summit

The world’s largest asset manager reported $82B in net inflows as ebullient markets and key alts bets brighten outlook.

By Leo Almazora
With no “blue oceans” left, asset managers are banking on distribution
ETFS JUL 12, 2024
With no “blue oceans” left, asset managers are banking on distribution

Cerulli research finds asset management firms are paying greater heed to RIAs, with active ETFs and separate accounts going on the front burner.

By Leo Almazora