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Broadridge bolsters advisor platform with values-based client insights
FINTECH JUL 10, 2024
Broadridge bolsters advisor platform with values-based client insights

The global fintech provider is taking a new tack on personalization with a new integration partnership.

Tesla rally pushes stock to biggest-ever ARKK weighting
ETFS JUL 09, 2024
Tesla rally pushes stock to biggest-ever ARKK weighting

The electric vehicle maker has grown into a sizeable chunk of Cathie Wood's innovation ETF after an 80% rally.

Fund fee wars are getting less bloody, says Morningstar
ETFS JUL 09, 2024
Fund fee wars are getting less bloody, says Morningstar

While investors saved an estimated $3.4B last year, the industry could be at a tipping point as cost pressures and other forces mount.

Meme stocks return to top trades among Schwab investors
EQUITIES JUL 09, 2024
Meme stocks return to top trades among Schwab investors

Tech names were among the targets for the firm's clients.

Politicization of ESG not sustainable, advisor warns
ESG JUL 08, 2024
Politicization of ESG not sustainable, advisor warns

InvestmentNews Award winner argues that many ESG-labelled funds are misleading investors.

Lawsuit vs. ESG investing in 401(k) plans marks courts’ first test after Chevron ruling
RETIREMENT PLANNING JUL 08, 2024
Lawsuit vs. ESG investing in 401(k) plans marks courts’ first test after Chevron ruling

A New Orleans-based appeals court is set to decide on a DOL rule that could impact $12T and more than 150 million workers and retirees in retirement plans.

ESG remains divisive, many advisors just don't think it's sustainable
ESG JUL 08, 2024
ESG remains divisive, many advisors just don't think it's sustainable

But it looks like remaining a growth area for investing.

US ETFs have raked in $437B so far in 2024
ETFS JUL 05, 2024
US ETFs have raked in $437B so far in 2024

Report reveals a commanding lead for tech ETFs, while multi-asset ETFs grew steadily driven by option-based strategies.

Don’t bet on Ether ETFs to catch fire with advisors, says Cerulli
ALTERNATIVES JUL 05, 2024
Don’t bet on Ether ETFs to catch fire with advisors, says Cerulli

A lost reward opportunity and lukewarm advisor demand for crypto severely blunts the case for digital asset ETFs.

There’s still hope for Fed to start rate cuts this year, says UBS
FIXED INCOME JUL 05, 2024
There’s still hope for Fed to start rate cuts this year, says UBS

Despite recent volatility in Treasuries, CIO for Americas highlights continued evidence of an economic soft landing ahead.

BlackRock's Preqin deal prompts lower outlook at Moody's
ALTERNATIVES JUL 03, 2024
BlackRock's Preqin deal prompts lower outlook at Moody's

The ratings company is voicing concerns over the asset management giant's increased debt and leverage ratios.

Blackstone REIT keeps up with demand to buy back shares
ALTERNATIVES JUL 03, 2024
Blackstone REIT keeps up with demand to buy back shares

May was a particularly tough month for nontraded REITs.

Covered call ETF demand still surging despite bull market, rising bond yields
ETFS JUL 03, 2024
Covered call ETF demand still surging despite bull market, rising bond yields

Investors are stepping up the use of covered call ETFs and derivative income strategies even as stocks repeatedly hit new highs.

JPMorgan's Kolanovic set to depart after string of bad stock calls
EQUITIES JUL 03, 2024
JPMorgan's Kolanovic set to depart after string of bad stock calls

Internal memo reveals planned leadership shakeup at the banking giant as its chief market strategist is "exploring other opportunities."

Ether ETF aspirants take the starting blocks ahead of anticipated July approval
ALTERNATIVES JUL 02, 2024
Ether ETF aspirants take the starting blocks ahead of anticipated July approval

Earlier whispers of a fourth-of-July greenlight now look premature as the SEC gives applicants a new deadline.

SEC boots California RIA linked to crypto, private funds
RIAS JUL 01, 2024
SEC boots California RIA linked to crypto, private funds

"Nobody knows what’s happening internally in these pooled funds at the retail level," said one plaintiff's attorney.

BlackRock piles on to buffer ETF trend
ETFS JUL 01, 2024
BlackRock piles on to buffer ETF trend

BlackRock's new ETF targets up to 100 percent downside protection over the course of a year while capping upside gains.

Weed ETF waives fee ahead of much-awaited drug relabeling
ETFS JUL 01, 2024
Weed ETF waives fee ahead of much-awaited drug relabeling

The sector-focused fund will sport a zero percent expense ratio for a limited time as regulators move to reclassify the substance.

Asset manager taps former Vanguard $274B PM to lead ETF operations
ETFS JUL 01, 2024
Asset manager taps former Vanguard $274B PM to lead ETF operations

After 14 years with Vanguard, Awais Khan has a new role.

Investors increasingly seeking alts but education is key, says Crewe CIO
ALTERNATIVES JUL 01, 2024
Investors increasingly seeking alts but education is key, says Crewe CIO

Dustin Thackeray, CFA, shares his insights on the alternatives investment space.