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How to avoid stock overlap in world full of ETFs
ETFS OCT 16, 2023
How to avoid stock overlap in world full of ETFs

The more funds an advisor adds to a client's portfolio, the higher the likelihood of serious stock duplication.

Grayscale bitcoin discount narrows with conversion to ETF seen as ‘inevitable’
ETFS OCT 16, 2023
Grayscale bitcoin discount narrows with conversion to ETF seen as ‘inevitable’

The prospect of Grayscale converting its bitcoin trust into an ETF is seen as more likely after the SEC declined to appeal a court ruling in Grayscale's favor.

SEC won't appeal Grayscale court ruling, paving way for spot bitcoin ETF
ETFS OCT 14, 2023
SEC won't appeal Grayscale court ruling, paving way for spot bitcoin ETF

The federal appeals court ruling in August was heralded by crypto advocates as a watershed moment for the industry.

Wall Street pros lose $10B in Treasury ETF but many keep hoping
FIXED INCOME OCT 13, 2023
Wall Street pros lose $10B in Treasury ETF but many keep hoping

The iShares 20+ Year Treasury Bond ETF continues to gain inflows.

House Republican demands SEC turn over ESG documents
ESG OCT 12, 2023
House Republican demands SEC turn over ESG documents

House Oversight Committee Chairman James Comer wants to know about US involvement in crafting EU ESG regulations.

Goldman exec cites 'circular economy' stocks as way to duck hedge fund ESG attacks
ESG OCT 12, 2023
Goldman exec cites 'circular economy' stocks as way to duck hedge fund ESG attacks

Investors are looking beyond conventional renewables as profit margins get battered by inflation and supply chain bottlenecks.

SEC orders firm to pay $1.3M for failing to disclose conflicts related to high-cost funds
MUTUAL FUNDS OCT 11, 2023
SEC orders firm to pay $1.3M for failing to disclose conflicts related to high-cost funds

'If you’re an investment advisor and you’re not putting your clients in the lowest-cost share class, then you’re running the risk of a fiduciary failure,' an expert says.

Elite Wall Street firms are surrendering to the ETF boom
ETFS OCT 11, 2023
Elite Wall Street firms are surrendering to the ETF boom

Some money managers are starting to convert separately managed accounts to ETFs to take advantage of the tax efficiency of the ETF wrapper.

PGIM cuts fees on target-date funds
RETIREMENT PLANNING OCT 10, 2023
PGIM cuts fees on target-date funds

The TDF series will be renamed PGIM Target Date Funds, and some underlying investments will be changed.

Finra tags advisor for sales of GPB alternatives
ALTERNATIVES OCT 10, 2023
Finra tags advisor for sales of GPB alternatives

"It’s frustrating to see Finra charging brokers after the nail is in the coffin of [clients'] portfolios," one attorney says.

This bond market is providing double-digit returns
FIXED INCOME OCT 10, 2023
This bond market is providing double-digit returns

Investors have seen returns as high as 16% from one class of debt instrument.

Oil spikes and equities fall following Hamas attack on Israel
EQUITIES OCT 09, 2023
Oil spikes and equities fall following Hamas attack on Israel

New geopolitical tension is sending investors to safe havens.

Is the bear market set to continue beyond expectation?
EQUITIES OCT 09, 2023
Is the bear market set to continue beyond expectation?

There could be a longer wait for a stock market rally, fear strategists.

Higher for longer rates looking more certain
FIXED INCOME OCT 09, 2023
Higher for longer rates looking more certain

Underlying core inflation is cementing opinion for the end of the cheap money era for now.

Stop whining about new ESG rules, says banking regulator
ESG OCT 09, 2023
Stop whining about new ESG rules, says banking regulator

European banks are facing new reporting requirements starting in 2024.

ESG bond issuance headed for a slump in US, Goldman says
ESG OCT 06, 2023
ESG bond issuance headed for a slump in US, Goldman says

There's likely to be just $40 billion of corporate-grade ESG debt issued in the U.S., which is half what U.S. companies issued last year.

Fed seen leaning toward another rate hike after big jobs gain
FIXED INCOME OCT 06, 2023
Fed seen leaning toward another rate hike after big jobs gain

'The acceleration in growth justifies higher rates and hawks will remain concerned about backsliding on progress made on inflation,' says an economist.

FTX co-founder admits multibillion-dollar fraud
ALTERNATIVES OCT 06, 2023
FTX co-founder admits multibillion-dollar fraud

The crypto exchange collapse is being played out in court.

Buy the dip in global stocks, says Citi strategist
EQUITIES OCT 06, 2023
Buy the dip in global stocks, says Citi strategist

European stocks are particularly attractive right now says Beata Manthey.

Goldman's build-your-own ETF hub debuts first funds
MUTUAL FUNDS OCT 05, 2023
Goldman's build-your-own ETF hub debuts first funds

Goldman's platform is designed to help institutional clients launch their own ETFs while providing services such as portfolio implementation and capital markets solutions.