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David Canter joins CAIS as strategic advisor
ALTERNATIVES FEB 02, 2024
David Canter joins CAIS as strategic advisor

Alternative investments platform reaffirms support for RIAs as it taps industry veteran.

Meta, Amazon earnings spark $272B stock surge
EQUITIES FEB 02, 2024
Meta, Amazon earnings spark $272B stock surge

Big tech companies have been cutting costs, refocusing business.

JPMorgan advises taking profit on five-year Treasuries
FIXED INCOME FEB 02, 2024
JPMorgan advises taking profit on five-year Treasuries

Regional banks' fears and jobs data have fueled rise in notes.

Global credit spreads increase on banks' exposure to bad loans
EQUITIES FEB 02, 2024
Global credit spreads increase on banks' exposure to bad loans

Corporate and investment-grade financial bonds have seen large increases.

LPL's Bill Dwyer is back, and he's pitching AI
TECHNOLOGY FEB 01, 2024
LPL's Bill Dwyer is back, and he's pitching AI

'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.

Spot Bitcoin ETFs: What Financial Advisors Should Consider
ETFS FEB 01, 2024
Spot Bitcoin ETFs: What Financial Advisors Should Consider

A webinar February 15 will provide insights into how advisors should think about the products when it comes to portfolio construction.

European markets react to Fed's rates narrative
EQUITIES FEB 01, 2024
European markets react to Fed's rates narrative

Earnings were also in focus as Thursday's trading commenced.

State regulators oppose bill to allow private markets access through advisors
ALTERNATIVES JAN 31, 2024
State regulators oppose bill to allow private markets access through advisors

This idea may result in investors paying higher fees without requisite returns, argues state regulator.

When will the Fed start cutting?
FIXED INCOME JAN 31, 2024
When will the Fed start cutting?

Advisors give their take on the path ahead as central bank reveals its latest interest-rate decision.

Another trough coming in 2024 for boom-and-bust non-traded REITs
ALTERNATIVES JAN 31, 2024
Another trough coming in 2024 for boom-and-bust non-traded REITs

Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.

Nasdaq futures fall as AI results fail to match up to hype
EQUITIES JAN 31, 2024
Nasdaq futures fall as AI results fail to match up to hype

Some tech giants' earnings have underwhelmed investors.

'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec
ALTERNATIVES JAN 30, 2024
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec

Many broker-dealers still have plenty of work to do regarding new product.

Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
RETIREMENT PLANNING JAN 30, 2024
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say

Such ETFs could become a small component of target-date funds.

Giant conflicts alleged involving a former advisor
ALTERNATIVES JAN 30, 2024
Giant conflicts alleged involving a former advisor

'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.

Earnings in focus include 'Magnificent Seven'
EQUITIES JAN 30, 2024
Earnings in focus include 'Magnificent Seven'

It's the busiest week of the current earnings season, but what will it bring?

Is the honeymoon really over for ESG funds?
ESG JAN 30, 2024
Is the honeymoon really over for ESG funds?

Analysts suggest long-term outlook is for ESG funds to perform roughly in line with the wider market.

Will REITs continue to roil investors in 2024?
ALTERNATIVES JAN 29, 2024
Will REITs continue to roil investors in 2024?

It used to be elevators were the only things that rose and fell so regularly when it came to buildings. Now it’s the shares of the companies that own them

Investor expectations for equities at highest in two years, Vanguard reveals
EQUITIES JAN 29, 2024
Investor expectations for equities at highest in two years, Vanguard reveals

Interest rates and potential recession are not enough to weaken confidence.

Stocks reflect caution as multiple headwinds converge
EQUITIES JAN 29, 2024
Stocks reflect caution as multiple headwinds converge

Fed rates decision this week, oil prices are up, earnings awaited.

Why are traders anticipating a ‘once in a lifetime’ bet on emerging markets?
EMERGING MARKETS JAN 29, 2024
Why are traders anticipating a ‘once in a lifetime’ bet on emerging markets?

Local-currency funds are in favor for potential surge.