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REIT sales tank, BDCs roll at start of 2024: Report
ALTERNATIVES FEB 26, 2024
REIT sales tank, BDCs roll at start of 2024: Report

Financial advisors' clients are turning to business development companies for better yields.

The case for PE in 401(k)s isn’t clear at all, new research finds
RETIREMENT PLANNING FEB 26, 2024
The case for PE in 401(k)s isn’t clear at all, new research finds

There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.

Berkshire flirts with $1T valuation after earnings boost
EQUITIES FEB 26, 2024
Berkshire flirts with $1T valuation after earnings boost

The company's fourth-quarter earnings report briefly boosts Berkshire's market cap above $925B.

Expanding an advisor’s playbook
ALTERNATIVES FEB 26, 2024
Expanding an advisor’s playbook

Christopher Zook, founder of CAZ Investments, has created a global network of investors that enables access to private market opportunities, including professional sports teams.

Stocks subdued as investors await data flurry
EQUITIES FEB 26, 2024
Stocks subdued as investors await data flurry

Inflation stats followed by the Fed and several global economic data releases are incoming this week.

Equities could break records if investors diversify, says Goldman
EQUITIES FEB 26, 2024
Equities could break records if investors diversify, says Goldman

Broadening the focus beyond the Magnificent Seven tech stocks is the key, according to strategists.

What's Cathie Wood been selling?
EQUITIES FEB 26, 2024
What's Cathie Wood been selling?

The prominent investor is diversifying her holdings amid AI frenzy.

Advisors reassess their alt stakes after loading up
ALTERNATIVES FEB 26, 2024
Advisors reassess their alt stakes after loading up

Use of alternative investments skyrocketed when stocks and bonds tanked in 2022, but advisors are still standing behind those positions as stocks rally.

Hedge funds are taking profits from elevated tech stocks
EQUITIES FEB 26, 2024
Hedge funds are taking profits from elevated tech stocks

Selling in the sector is occurring at the fastest pace in seven months, but what are funds buying?

Alt managers priming the retail sales pump for 2024
ALTERNATIVES FEB 26, 2024
Alt managers priming the retail sales pump for 2024

As investors pull money out of real estate investment trusts, asset managers are rolling out new products to get in front of financial advisors.

Chicago RIA unveils partnership with iCapital
ALTERNATIVES FEB 24, 2024
Chicago RIA unveils partnership with iCapital

The collaboration will allow the firm to offer more alternative invesstments to clients.

Global ETF assets reach $11 trillion, with North America in the lead
ETFS FEB 23, 2024
Global ETF assets reach $11 trillion, with North America in the lead

New research reveals cross-Atlantic divergences on active ETFs and ESG strategies, as well as revived interest in crypto ETFs.

ESG backlash will soon blow over, Envestnet strategist says
ESG FEB 23, 2024
ESG backlash will soon blow over, Envestnet strategist says

'While some of the criticism is healthy and understandable, some of it has been a little bit unhinged from reality,' Kiley Miller says.

Carson Group green-lights just 4 bitcoin ETFs
RIAS FEB 23, 2024
Carson Group green-lights just 4 bitcoin ETFs

The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.

Green funds were in the red in 2023
ESG FEB 22, 2024
Green funds were in the red in 2023

Sustainable investing saw headwinds last year as investors pulled out of funds, but performance recovered from a rough 2022

It’s a mad, Nvidia world
EQUITIES FEB 22, 2024
It’s a mad, Nvidia world

Goldman described the chipmaker as ’the most important stock on the planet.’ What do advisors think?

EY report highlights key wealth management trends
ALTERNATIVES FEB 22, 2024
EY report highlights key wealth management trends

Financial advisors should continue focusing on private markets, AI and personalization, according to the report.

Grayscale places bet on data privacy with industry-first ETF
ETFS FEB 21, 2024
Grayscale places bet on data privacy with industry-first ETF

Crypto asset management giant seeks to invest in data privacy providers, as well as blockchain and AI-based cybersecurity.

Former Triad broker's medical company loses Florida real estate judgment
ALTERNATIVES FEB 21, 2024
Former Triad broker's medical company loses Florida real estate judgment

"This is more bad news," says a plaintiff's attorney.

Should advisors bet on another big year for BDCs?
ALTERNATIVES FEB 21, 2024
Should advisors bet on another big year for BDCs?

The S&P 500 BDC Total Return Index increased 27.6 percent in 2023, with about half of that return coming from capital appreciation.