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'I’ll never recommend bitcoin,' advisor insists
ALTERNATIVES NOV 22, 2024
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

iCapital bolsters model portfolio suite with new private market offering
ALTERNATIVES NOV 22, 2024
iCapital bolsters model portfolio suite with new private market offering

The alternative fintech firm's latest addition provides advisors exposure to fast-growing private companies.

Options boom set to get bigger as Trump steps in
EQUITIES NOV 22, 2024
Options boom set to get bigger as Trump steps in

Donald Trump's second turn at the White House is expected to bring a fresh bout of turbulence, supercharging retail demand.

As Nvidia goes, so goes the market, and financial Advisors
EQUITIES NOV 22, 2024
As Nvidia goes, so goes the market, and financial Advisors

Wealth managers weigh in on the chipmaker's influence over the greater market in the wake of its earnings report.

Expecting small-cap or energy boom from Trump? Don't be so sure.
RIAS NOV 22, 2024
Expecting small-cap or energy boom from Trump? Don't be so sure.

Much as observers predicted strong returns for domestic small-cap value and the energy sector ahead of Trump's first term, the same enthusiastic assumptions this time around may be too simplistic, panelists at the Charles Schwab Impact conference said.

Hedge funds win with Texas court decision scrapping SEC Treasury Dealer rule
ALTERNATIVES NOV 21, 2024
Hedge funds win with Texas court decision scrapping SEC Treasury Dealer rule

The ruling marks the latest setback for the Securities and Exchange Commission's efforts to tighten its regulation of the alternative investment space.

Apollo CEO Rowan might be Trump's Treasury chief pick ... what then?
ALTERNATIVES NOV 21, 2024
Apollo CEO Rowan might be Trump's Treasury chief pick ... what then?

The alternative asset giant would have to grapple with a critical leadership transition while positioning for a potential multitrillion-dollar tailwind.

Fidelity, Vanguard expand their active ETF shelves
EQUITIES NOV 21, 2024
Fidelity, Vanguard expand their active ETF shelves

Fidelity's new launches offer stock exposure across different regions, while Vanguard adds to expand its muni ETF menu.

Roubini launches ETF to ward off Trump-era risk
ETFS NOV 20, 2024
Roubini launches ETF to ward off Trump-era risk

The famed economist is putting his name behind an active strategy designed to help hedge against fresh threats he sees to the traditional 60/40 portfolio.

'FIRE' ETFs debut to woo early retirement chasers
RETIREMENT PLANNING NOV 20, 2024
'FIRE' ETFs debut to woo early retirement chasers

The new thematic ETF suite promises to aid DIY investors' dash for financial independence, but some experts are skeptical.

Survey finds clients' crypto allocations are continuing to grow
ALTERNATIVES NOV 19, 2024
Survey finds clients' crypto allocations are continuing to grow

Latest DACFP snapshot advisor poll finds clearer signals of positive sentiment and intentions towards digital assets.

Blackstone enters $8B deal for fast-casual giant Jersey Mike's Subs
ALTERNATIVES NOV 19, 2024
Blackstone enters $8B deal for fast-casual giant Jersey Mike's Subs

The private equity behemoth's acquisition deal for America's second-largest sandwich chain marks its latest expansion into the franchise business.

Bridgewater teams up with State Street on 'All Weather' ETF launch
ALTERNATIVES NOV 19, 2024
Bridgewater teams up with State Street on 'All Weather' ETF launch

The partnership to bring the flagship strategy by Ray Dalio to the masses is just the latest case of hedge funds' incursion into the ETF world.

Taking headlines out of clients' heads
PRACTICE MANAGEMENT NOV 19, 2024
Taking headlines out of clients' heads

How financial planner is taking advantage of interest rate trends without taking undue investment risk.

Listings down and election over, advisors see opportunity in VC funds
EQUITIES NOV 18, 2024
Listings down and election over, advisors see opportunity in VC funds

Now that the election is in the rearview mirror, wealth managers see a potential step-up in IPOs and M&A benefiting venture investors.

ICI seeks Trump's support for investment rules revamp
MUTUAL FUNDS NOV 18, 2024
ICI seeks Trump's support for investment rules revamp

The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.

BlackRock wades further into active ETFs with first mutual-fund flip
ETFS NOV 18, 2024
BlackRock wades further into active ETFs with first mutual-fund flip

The asset management titan's latest maneuver to convert an international dividend strategy puts it in league with rivals including Dimensional Fund Advisors and Fidelity.

Calm Powell reassures asset managers
FIXED INCOME NOV 18, 2024
Calm Powell reassures asset managers

Federal Reserve Chair was "neutral" in comments after November rate cut – and the election – but was clear that he won’t be pressured to leave his job by Trump.

Druckenmiller leads family offices in ramping up US bank bets
EQUITIES NOV 15, 2024
Druckenmiller leads family offices in ramping up US bank bets

Investment firms for some of the world's richest families are positioning for a potential Trump-powered bull run in the financial sector.

Trump's second term poses fresh risk to ESG investing
ESG NOV 14, 2024
Trump's second term poses fresh risk to ESG investing

The president-elect's policies, mirroring the playbook he used eight years ago, creates challenges for the already declining space