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Not your garden-variety private equity
THE INVESTMENTNEWS PODCAST FEB 14, 2022
Not your garden-variety private equity

Jeff and Bruce pull back the curtain a bit on how private money finds its way into RIAs in the form of investments. Tim Bello from Merchant Investment Management shares his perspective as someone whose firm makes investments and forms partnerships mainly in the wealth management space. And no, this isn't private equity.

CITs claim larger share of target-date market
RETIREMENT RETIREMENT PLANNING FEB 11, 2022
CITs claim larger share of target-date market

The growth in the use of collective investment trusts, which trend to charge lower fees, reflects the pressure to cut costs.

CFP Board issues ethical guides for planners
YOUR PRACTICE PRACTICE MANAGEMENT FEB 10, 2022
CFP Board issues ethical guides for planners

Each guide breaks down specific elements of the group’s Code and Standards and discusses how CFPs can fulfill their duties.

CAIS provides alts platform to Focus Financial firms
INVESTING ALTERNATIVES FEB 10, 2022
CAIS provides alts platform to Focus Financial firms

The custom CAIS platform will allow for the evaluation of hedge funds, private equity, private credit, real estate, digital assets, and structured notes.

Allworth Financial acquires $480 million RIA
NEWS RIAS FEB 10, 2022
Allworth Financial acquires $480 million RIA

The agreement brings Allworth’s total number of offices to 21 across the country.

Q4 2021 top fixed-income ETFs
YOUR PRACTICE FINTECH FEB 09, 2022
Q4 2021 top fixed-income ETFs

See the top 50 fixed-income ETFs ranked by quarterly returns, the top 25 fixed-income ETFs ranked by largest inflows, and the top 25 fixed-income ETFs ranked by largest outflows

Q4 2021 top equity mutual funds
INVESTING EQUITIES FEB 09, 2022
Q4 2021 top equity mutual funds

See the top 50 equity funds ranked by quarterly returns, the top 25 equity funds ranked by largest Inflows, and the top 25 equity funds ranked by largest outflows

401(k) trading activity picked up in January
RETIREMENT RETIREMENT PLANNING FEB 09, 2022
401(k) trading activity picked up in January

Amid last month’s volatile markets, 401(k) investors headed toward fixed income and away from equities.

Q4 2021 top fixed-income mutual funds
INVESTING MUTUAL FUNDS FEB 09, 2022
Q4 2021 top fixed-income mutual funds

Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows

Q4 2021 top equity ETFs
INVESTING MUTUAL FUNDS FEB 09, 2022
Q4 2021 top equity ETFs

Top 50 equity ETFs ranked by quarterly returns, Top 25 equity ETFs ranked by largest inflows, Top 25 equity ETFs ranked by largest outflows