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Addepar rolls out app for trading hedge fund, PE investments
INVESTING ALTERNATIVES MAY 05, 2020
Addepar rolls out app for trading hedge fund, PE investments

The tool is designed for family offices and RIAs looking for more liquidity in assets that are typically hard to buy and sell

New York Fed to begin buying ETFs in ‘early May’
INVESTING MUTUAL FUNDS MAY 04, 2020
New York Fed to begin buying ETFs in ‘early May’

The Fed's two corporate lending programs could buy up to $750 billion in debt and exchange-traded funds

Rich Americans seize chance to pass on wealth tax-free
RETIREMENT RETIREMENT PLANNING MAY 01, 2020
Rich Americans seize chance to pass on wealth tax-free

Key interest rates set by the IRS for estate planning purposes have never been as low as they are starting this month

Junk-bond ETFs add most assets since 2015
INVESTING MUTUAL FUNDS APR 30, 2020
Junk-bond ETFs add most assets since 2015

The news that the Fed was willing to buy some high-yield debt has made investors more comfortable about buying

BlackRock, Voya revive a credit trade that returned double-digits
NEWS INDUSTRY NEWS APR 30, 2020
BlackRock, Voya revive a credit trade that returned double-digits

Asset managers, who spent much of the past decade battling low yields, are now raising cash to seize on deep discounts

Wealthy shielded billions with Trump tax break
INVESTING ALTERNATIVES APR 30, 2020
Wealthy shielded billions with Trump tax break

Opportunity zone funds have taken in over $10 billion, and more than $3 billion of that was invested since January

3 Questions: Adviser delivering groceries to elderly clients
YOUR PRACTICE PRACTICE MANAGEMENT APR 29, 2020
3 Questions: Adviser delivering groceries to elderly clients

Ken Van Leeuwen finds bringing food to older clients in Princeton, N.J., helps him feel better during this challenging time

Richest investors waiting for dip to buy stocks
INVESTING EQUITIES APR 29, 2020
Richest investors waiting for dip to buy stocks

Just 30% of U.S. investors were optimistic about the outlook for their own economy, versus 55% of Asian investors, according to a UBS survey

UBS warns earnings may take a hit amid pandemic
NEWS WIREHOUSES APR 28, 2020
UBS warns earnings may take a hit amid pandemic

The bank's first-quarter profit jumped 40%, while wealth management business took in $12 billion in net new money

Oil ETF roils already volatile crude markets
INVESTING MUTUAL FUNDS APR 27, 2020
Oil ETF roils already volatile crude markets

USO's sale of June WTI futures contracts triggered a big move in the spread between the June and July contracts