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More 'ESG' funds folding this year, but others are taking their place
ESG OCT 05, 2023
More 'ESG' funds folding this year, but others are taking their place

Even as big players like BlackRock close funds that failed to gain assets, they continue filing for new ones.

New crypto SMA platform to launch for wealth advisors
ALTERNATIVES OCT 05, 2023
New crypto SMA platform to launch for wealth advisors

The platform will provide advisors with secure and regulated access to digital assets.

Rescuing the bond market demands an equities crash, says Barclays
EQUITIES OCT 05, 2023
Rescuing the bond market demands an equities crash, says Barclays

Fixed-income assets will remain less appealing unless stocks fall in the coming weeks.

Target-date funds: Low fee doesn't equal low risk
OPINION OCT 04, 2023
Target-date funds: Low fee doesn't equal low risk

Three reasons why passive TDFs aren’t automatically the safer choice for DC plan fiduciaries

Global bond sell-off gains pace, Treasury yields at 16-year high
FIXED INCOME OCT 04, 2023
Global bond sell-off gains pace, Treasury yields at 16-year high

US jobs data added to expectation that the Fed has more hiking to do.

SEC's 'cryptos are securities' court appeal denied
ALTERNATIVES OCT 04, 2023
SEC's 'cryptos are securities' court appeal denied

Regulator cannot challenge federal court judge’s ruling on Ripple Labs’ digital currency.

Bankers, investors plan return to COP climate conference
ESG OCT 04, 2023
Bankers, investors plan return to COP climate conference

This year's event in Dubai offers a chance for the industry to set out plans to finance green transition.

Millennium in trading deal talks with external hedge fund
ALTERNATIVES OCT 04, 2023
Millennium in trading deal talks with external hedge fund

The $60B AUM fund is reportedly mulling investing with a third party to unlock access to more than 100 investing teams.

Boom in new ETFs defies saturation warnings
MUTUAL FUNDS OCT 03, 2023
Boom in new ETFs defies saturation warnings

'Is this the year of the bond ETF? Certainly flows seem to be shouting that from the rooftops,' says VettaFi's Lara Crigger.

Celebrity investors have outperformed the average S&P 500 returns for 20 years
ALTERNATIVES OCT 03, 2023
Celebrity investors have outperformed the average S&P 500 returns for 20 years

The top performing A-lister has seen triple-digit returns on their net worth.

Treasury sell-off may reflect fears over rising US deficit
FIXED INCOME OCT 03, 2023
Treasury sell-off may reflect fears over rising US deficit

Benchmark US yields jumped to the highest levels in 16 years Monday.

Massachusetts, Finra fine Fidelity $1.65 million, alleging lax standards for options trading
ALTERNATIVES OCT 02, 2023
Massachusetts, Finra fine Fidelity $1.65 million, alleging lax standards for options trading

Galvin cites Fidelity's “half-hearted and lackadaisical attitude” on approving clients to trade risky securities.

US tech stocks rally ahead, says Goldman
EQUITIES OCT 02, 2023
US tech stocks rally ahead, says Goldman

Earnings-driven gains predicted by Wall Street analysts.

Why emerging markets are not the place to be right now
EMERGING MARKETS OCT 02, 2023
Why emerging markets are not the place to be right now

Bullish sentiment of early 2023 has faded among many analysts.

As SEC delays approving spot bitcoin ETFs, ethereum futures get a nod
ALTERNATIVES SEP 29, 2023
As SEC delays approving spot bitcoin ETFs, ethereum futures get a nod

But advisors who want crypto ETFs are waiting for spot products, observers say.

Investors should ‘warm up’ to funds of funds, Opto says
ALTERNATIVES SEP 29, 2023
Investors should ‘warm up’ to funds of funds, Opto says

Many investors may shy away from such funds because of their fees.

Advisors finally being forced to reckon with client cash
MUTUAL FUNDS SEP 29, 2023
Advisors finally being forced to reckon with client cash

Cash has clout again and suddenly financial advisors have real decisions to make about the excess funds in their client accounts.

Bitcoin ETF review delayed again by SEC
ALTERNATIVES SEP 29, 2023
Bitcoin ETF review delayed again by SEC

The regulator has paused decisions ahead of a government shutdown.

Broker who sold GWG bonds faces deluge of investor complaints
ALTERNATIVES SEP 28, 2023
Broker who sold GWG bonds faces deluge of investor complaints

'I intend to vigorously defend myself against these claims,' broker Tony Barouti states.

Corporate bonds swing into loss amid hawkish Fed
FIXED INCOME SEP 28, 2023
Corporate bonds swing into loss amid hawkish Fed

Optimism has been shattered by the tougher stance taken by the central bank.