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Four-fifths of retirement plan advisors are talking about lifetime income
LIFE INSURANCE AND ANNUITIES SEP 18, 2024
Four-fifths of retirement plan advisors are talking about lifetime income

BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.

By Leo Almazora
Fed out of line and should cut by 0.5%, says Gundlach
FIXED INCOME SEP 17, 2024
Fed out of line and should cut by 0.5%, says Gundlach

DoubleLine Capital founder also predicts five cuts by end of 2024.

By James Burton
Time is right to buy the AI dip, says Goldman
EQUITIES SEP 16, 2024
Time is right to buy the AI dip, says Goldman

Fear and disappointment around companies' AI spending is a buying opportunity, argue strategists at the bank.

By Bloomberg
What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in
EQUITIES SEP 16, 2024
What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in

Wealth managers offer their opinions about the action swirling around the trillion dollar financial giant.

By Gregg Greenberg
Harris win could bode well for bonds, not so much for stocks
EQUITIES SEP 16, 2024
Harris win could bode well for bonds, not so much for stocks

Investor poll suggests a Trump victory would impact financial markets more heavily compared to if the Democrats retained the White House.

By Bloomberg
3iQ, CoinDesk launch global digital asset fund partnership
ALTERNATIVES SEP 16, 2024
3iQ, CoinDesk launch global digital asset fund partnership

The two crypto-focused firms' new venture gives advisors an onramp to expand portfolio exposures gradually beyond Bitcoin.

By Leo Almazora
Financial advisors tweaking bond portfolios as rate cuts approach
FIXED INCOME SEP 13, 2024
Financial advisors tweaking bond portfolios as rate cuts approach

Wealth managers are adding protection and modifying duration as the Fed prepares to cut rates.

By Gregg Greenberg
BlackRock's 'surround sound' model
PRACTICE MANAGEMENT SEP 13, 2024
BlackRock's 'surround sound' model

Eve Cout, managing director, believes advisors are seeking deeper partnerships with firms like BlackRock

By Chris Davis
Finding value in distressed investing
ALTERNATIVES SEP 13, 2024
Finding value in distressed investing

Segment one of the last remaining parts of the markets where you can find inefficient pricing says advisor.

By Chris Davis
iCapital gives advisors more skin in the sports investing game
ALTERNATIVES SEP 13, 2024
iCapital gives advisors more skin in the sports investing game

The alts provider's latest partnership provides access to private opportunities in golf, football, and other professional sports.

By Leo Almazora
Single-stock ETF boom heats up with overseas bets
ETFS SEP 13, 2024
Single-stock ETF boom heats up with overseas bets

Filing for new suite of super-concentrated ETFs would let investors get direct exposure to foreign companies sans the exchange-rate risk.

By Bloomberg
Trading platform eToro agrees to $1.5M penalty in SEC settlement
ALTERNATIVES SEP 12, 2024
Trading platform eToro agrees to $1.5M penalty in SEC settlement

The retail investing firm is scaling back its crypto offerings after allegedly crossing regulatory lines as an unregistered broker.

By Bloomberg
AssetMark amps up advisor offerings with Morningstar Wealth strategies
FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.

By Leo Almazora
Index funds and advisors give investors a confidence boost
ETFS SEP 12, 2024
Index funds and advisors give investors a confidence boost

Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.

By Leo Almazora
Juiced-up ETFs blamed for market volatility
ETFS SEP 12, 2024
Juiced-up ETFs blamed for market volatility

Analysts from JPMorgan, Morgan Stanley, and Nomura speak out on the aggravating impact of the $117B leveraged and inverse ETF market.

By Bloomberg
The transparency choice for ETFs
ETFS SEP 12, 2024
The transparency choice for ETFs

Money has been pouring into actively managed ETFs and out of active mutual funds, but the future for the products, including semi-transparent ones, is hardly certain.

By Emile Hallez
AI-boom has advisors looking for power plays
EQUITIES SEP 12, 2024
AI-boom has advisors looking for power plays

Soaring power usage due to the AI-revolution is causing wealth managers to look far and wide for energy investments.

By Gregg Greenberg
US firms' dividend boom boosts Q2 payouts to $161.5B
EQUITIES SEP 11, 2024
US firms' dividend boom boosts Q2 payouts to $161.5B

Alphabet and Meta's debut as dividend payers, coupled with corporate earnings growth, added to the bullish picture of American companies rewarding shareholders.

By Leo Almazora
Term life sales on pace for record year, says Limra
LIFE INSURANCE AND ANNUITIES SEP 11, 2024
Term life sales on pace for record year, says Limra

Industry data show term products capturing 20 percent of the US individual market, with $1.5B in premiums over the first six months of 2024

By Leo Almazora
Luxury real estate is the shiny new thing in muni bond markets
MUTUAL FUNDS SEP 11, 2024
Luxury real estate is the shiny new thing in muni bond markets

Demand for luxury junk deals has helped drive outsized returns in high-yield municipal bonds this year, exemplifying a trend that favors developments for the ultra-rich.

By Bloomberg