Investing

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Goldman builds $21B war chest for biggest-ever private credit pool
ALTERNATIVES MAY 29, 2024
Goldman builds $21B war chest for biggest-ever private credit pool

The banking giant is flaunting its muscle in the buzzy alts sector with the fifth iteration of a fund series launched in 2008.

By Bloomberg
Would-be voters are warming to crypto, says Grayscale
ALTERNATIVES MAY 28, 2024
Would-be voters are warming to crypto, says Grayscale

Poll of roughly 1,700 Americans shows interest in Bitcoin and other cryptocurrencies on the rise, with nearly half planning to raise their exposure.

By Leo Almazora
The DOL’s fiduciary rule faces another legal challenge
RETIREMENT PLANNING MAY 24, 2024
The DOL’s fiduciary rule faces another legal challenge

A coalition of trade associations including the Insured Retirement Institute, ACLI, and NAIFA has filed a civil suit against the contentious Retirement Security rule.

By Leo Almazora
Stakeholders claim victory from SEC’s ether ETF approval
ALTERNATIVES MAY 24, 2024
Stakeholders claim victory from SEC’s ether ETF approval

Voices from the wealth and crypto industries say the landmark crypto ETF verdict will open new doors for investors and advisors.

By Leo Almazora
Starwood latest nontraded REIT with concerns
ALTERNATIVES MAY 24, 2024
Starwood latest nontraded REIT with concerns

Nontraded REITs are facing hurdles, higher interest rates, headlines about half-empty office buildings, and investors pulling their money from products.

By Bruce Kelly
Why advisors must dispel alternative investment myths
ALTERNATIVES MAY 23, 2024
Why advisors must dispel alternative investment myths

Not all alts shoot for the moon, warns investment strategist.

By Emily Douglas
Lawmakers get their wish as SEC gives Ether ETFs the green light
ALTERNATIVES MAY 23, 2024
Lawmakers get their wish as SEC gives Ether ETFs the green light

Citing bitcoin ETFs, a bipartisan group of house representatives issued the call ahead of the federal securities regulator’s pivotal decision.

By Leo Almazora
iCapital breaks in its distributed ledger capabilities
ALTERNATIVES MAY 23, 2024
iCapital breaks in its distributed ledger capabilities

The fintech's first DLT-enabled fund, launched jointly with UBS, will be the first proof point of its efficiency-boosting technology.

By Leo Almazora
Schwab to offer alternative investments for qualified investors
ALTERNATIVES MAY 23, 2024
Schwab to offer alternative investments for qualified investors

Executives at the online brokerage giant unveiled plans to roll out a platform that includes private credit, PE, VC, and long-short funds.

By Bloomberg
JPMorgan on the prowl for a partner in private credit
ALTERNATIVES MAY 23, 2024
JPMorgan on the prowl for a partner in private credit

The banking behemoth is looking to extend its $3.6T asset management arm's reach in the piping-hot sector, according to sources.

By Bloomberg
Amid mixed economic outlook, RIAs eye guaranteed investment solutions
RETIREMENT PLANNING MAY 22, 2024
Amid mixed economic outlook, RIAs eye guaranteed investment solutions

Research lifts lid on RIAs' use of annuities, growth strategies, and opportunity to take wallet share from banks.

By Leo Almazora
Half of young investors see art investment as a 'safe haven'
ALTERNATIVES MAY 22, 2024
Half of young investors see art investment as a 'safe haven'

The increased focus on ESG investments is filtering down to the cultural space, says Deloitte's US art and finance lead.

By Emily Douglas
US individual annuities see record-breaking first quarter, says Limra
RETIREMENT PLANNING MAY 22, 2024
US individual annuities see record-breaking first quarter, says Limra

Latest survey reveals all-time high of $106.7B in Q1 sales, with winning streaks in fixed-rate deferred annuities, FIAs, and RILAs.

By Leo Almazora
We could still be at the start of a fixed income golden age
OPINION MAY 22, 2024
We could still be at the start of a fixed income golden age

Rate-cutting cycles happen only every few years - investors should position themselves to take advantage.

By Brendan Murphy
Annuity data firm Cannex inks partnership with Luma
FINTECH MAY 22, 2024
Annuity data firm Cannex inks partnership with Luma

The lifetime income research provider’s collaboration brings a new tech platform to empower advisors using annuities.

By Leo Almazora
Active ETF strategies are in the driver’s seat
ETFS MAY 21, 2024
Active ETF strategies are in the driver’s seat

New global ETF survey finds 78 percent of investors planning to boost exposures to actively managed strategies, with 70 percent eyeing more active fixed income.

By Leo Almazora
Commonwealth sharpens HNW focus with iCapital partnership
ALTERNATIVES MAY 21, 2024
Commonwealth sharpens HNW focus with iCapital partnership

The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.

By Leo Almazora
REITs weather Red Lobster bankruptcy
ALTERNATIVES MAY 21, 2024
REITs weather Red Lobster bankruptcy

Was an all-you-can-eat shrimp promotion to blame?

By Bruce Kelly
Another thematic ETF launches to target global obesity battle
MUTUAL FUNDS MAY 21, 2024
Another thematic ETF launches to target global obesity battle

The fund will invest in stocks of drug manufacturers and related industries.

By Steve Randall
Louisiana moves to adopt annuity best-interest standard
RETIREMENT PLANNING MAY 20, 2024
Louisiana moves to adopt annuity best-interest standard

Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.

By Leo Almazora