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Bridgewater's flagship hedge fund surges amid volatile markets
ALTERNATIVES MAR 17, 2025
Bridgewater's flagship hedge fund surges amid volatile markets

The firm's flagship fund, which invests in stocks, bonds, currencies, and commodities, saw accelerated gains as some peers lost ground.

By Bloomberg
ICI floats '40 Act revamp to support middle-class wealth creation
INDUSTRY NEWS MAR 17, 2025
ICI floats '40 Act revamp to support middle-class wealth creation

Policy proposal offers recommendations on dual-share class funds, semi-transparent ETFs, and expanded flexibility for closed-end funds to include private market assets.

By Leo Almazora
Turbulence tests 60-40 strategy's limits
EQUITIES MAR 17, 2025
Turbulence tests 60-40 strategy's limits

With bonds failing to provide a safety net for steeply falling stock prices, many investors are letting go of their "set it and forget it" approach.

By Leo Almazora
More workers dipped into their retirement savings last year, Vanguard finds
RETIREMENT PLANNING MAR 17, 2025
More workers dipped into their retirement savings last year, Vanguard finds

Sneak peek into annual defined contribution plan report shows average participant balances reached an all-time high amid rising equity markets.

By Leo Almazora
Decades-old will leaves fate of late actor Gene Hackman's $80M fortune uncertain
INDUSTRY NEWS MAR 17, 2025
Decades-old will leaves fate of late actor Gene Hackman's $80M fortune uncertain

The iconic actor's death alongside his wife, Betsy Arakawa, leaves pressing questions about what happens next to his assets.

By Leo Almazora
Fallen tech stocks fail to entice wary investors
EQUITIES MAR 17, 2025
Fallen tech stocks fail to entice wary investors

Big tech firms like Alphabet and Amazon are trading at bargain valuations, but a risk-averse market has meant no one's biting.

By Bloomberg
Social Security Administration sets record straight on dead people getting benefits
RETIREMENT PLANNING MAR 17, 2025
Social Security Administration sets record straight on dead people getting benefits

Of millions of deaths reported yearly, just a fraction of a percent are "erroneously reported" cases that need to be corrected, the agency said.

By Leo Almazora
Trillions wiped off equities but don't worry, it’s 'healthy' says Bessent
INDUSTRY NEWS MAR 17, 2025
Trillions wiped off equities but don't worry, it’s 'healthy' says Bessent

US Treasury secretary says that markets will 'do great' over longer term.

By Steve Randall
How structured credit investments can help with diversification
FIXED INCOME MAR 17, 2025
How structured credit investments can help with diversification

Sam Reid from $26.7B AUM alts asset manager Canyon Partners shares insights.

By Steve Randall
Trump confirms sectoral, retaliatory tariffs for April 2
INDUSTRY NEWS MAR 17, 2025
Trump confirms sectoral, retaliatory tariffs for April 2

President says its will be a 'liberating day' for the US.

By Bloomberg
RBC strategists join peers in downbeat outlook for US stocks
INDUSTRY NEWS MAR 17, 2025
RBC strategists join peers in downbeat outlook for US stocks

Goldman, Deutsche, JPMorgan have also lowered outlooks for 2025.

By Bloomberg
UBS believes the gold run will go further as haven demand rises
INDUSTRY NEWS MAR 17, 2025
UBS believes the gold run will go further as haven demand rises

Asset manager has boosted its outlook in response to trade war escalation.

By Bloomberg
Money managers grapple with the new reality of sustainable investing
INDUSTRY NEWS MAR 17, 2025
Money managers grapple with the new reality of sustainable investing

But do they side with US sentiment or forge their own path?

By Bloomberg
Risks and opportunities ahead of the great wealth transfer
OPINION MAR 17, 2025
Risks and opportunities ahead of the great wealth transfer

Younger heirs may “be more dubious about forming traditional client-advisor relationships, having grown up with different expectations about financial guidance”.

Next generation of women advisors are 'wicked smart'
PRACTICE MANAGEMENT MAR 17, 2025
Next generation of women advisors are 'wicked smart'

It's about EQ not just IQ - four advisors look back at their own careers while offering hope for the new wave of talent coming through.

ETF Overlap 101: How to spot, measure and optimize your portfolio
MAR 17, 2025
ETF Overlap 101: How to spot, measure and optimize your portfolio

Is ETF overlap hurting your portfolio? Learn tips to identify, measure, and manage overlap for smarter investing and find key tools to maximize your portfolio

By Mark Rosanes
What are accredited investors and how do you become one?
MAR 16, 2025
What are accredited investors and how do you become one?

What are accredited investors, and how do you qualify? Find out the key requirements and the benefits and drawbacks of becoming one in this guide

By Mark Rosanes
Financial advisors, what is your volatility game plan for client management?
OPINION MAR 14, 2025
Financial advisors, what is your volatility game plan for client management?

With targeted "comfort calls" and strategically automated follow-ups, advisors who leverage their CRM systems effectively can show up when clients need them most.

By Adrian Johnstone
Trump eyes no taxes for Americans making less than $150k, says Lutnick
TAX MAR 14, 2025
Trump eyes no taxes for Americans making less than $150k, says Lutnick

The plan could offer $24,000 in relief for some taxpayers, but experts warn of consequences.

By Leo Almazora
No new trial for convicted GPB Capital executives
ALTERNATIVES MAR 14, 2025
No new trial for convicted GPB Capital executives

"I've seen lots of denial in this business but this GPB thing take the cake," says one industry executive.

By Bruce Kelly