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$26B RIA EP Wealth strikes private market alliance with Opto Investments
RIAS OCT 10, 2024
$26B RIA EP Wealth strikes private market alliance with Opto Investments

The tech-driven alts platform will provide support to advisors seeking customized portfolio access for their high-net-worth clients.

Wealth managers weigh election strategies as vote approaches
EQUITIES OCT 10, 2024
Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election. They are making portfolio plans too.

Could private-market access boost retirement plan contributions?
RETIREMENT PLANNING OCT 09, 2024
Could private-market access boost retirement plan contributions?

Survey shows just over one-third of workplace plan participants willing to put part of their portfolios in private equity or private debt.

Five-year bonds a buy on "rare soft landing," says Pimco
FIXED INCOME OCT 09, 2024
Five-year bonds a buy on "rare soft landing," says Pimco

With the Federal Reserve poised to achieve an economic feat, the fixed income giant sees a sweet spot in middle-of-the-curve securities.

Crypto.com files suit against SEC after Wells Notice
ALTERNATIVES OCT 08, 2024
Crypto.com files suit against SEC after Wells Notice

Crypto trading platform fires back against a legal threat by the regulator, contending it has "unilaterally expanded its jurisdiction beyond statutory limits."

Why alternatives expertise is essential for HNW advisors
ALTERNATIVES OCT 08, 2024
Why alternatives expertise is essential for HNW advisors

Survey of advisors and high-net-worth investors points to education, recommendations as vital drivers in relationships.

Regulators should lower go-public hurdles, says Dimon
EQUITIES OCT 08, 2024
Regulators should lower go-public hurdles, says Dimon

JPMorgan's CEO calls for an easier, cheaper process to close the gap between public market valuations and the IPO backlog.

Short-term muni bonds swoon after jobs change rate cut calculus
FIXED INCOME OCT 07, 2024
Short-term muni bonds swoon after jobs change rate cut calculus

Strategists see the front end of debt curve moving in sync with expectations on Federal Reserve movements.

Time to take some chips off the table
EQUITIES OCT 07, 2024
Time to take some chips off the table

CEO says S&P 500's rate of growth, led by the top 10 names, is unsustainable.

Destiny Wealth Partners: RIA Team of the Year shares keys to success
ALTERNATIVES OCT 07, 2024
Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

After $1.8T active fund exodus, has the investment industry reached peak passive?
ALTERNATIVES OCT 07, 2024
After $1.8T active fund exodus, has the investment industry reached peak passive?

New Deloitte outlook offers insights on active ETFs, alternatives' mixed performance, and advisors' role in the rise of private credit.

"Dumb buying"? Costco gold bars a hot commodity as bullion prices break records
ALTERNATIVES OCT 07, 2024
"Dumb buying"? Costco gold bars a hot commodity as bullion prices break records

The big-box retailer has become an unlikely hotspot for gold fever, with enchanted Americans looking to ride the yellow metal's rally.

Orion deepens Capital Group alliance with ETF portfolio tie-up
FINTECH OCT 04, 2024
Orion deepens Capital Group alliance with ETF portfolio tie-up

The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.

Treasury yields rise in wake of blowout jobs data
FIXED INCOME OCT 04, 2024
Treasury yields rise in wake of blowout jobs data

Market expectations of another supersized Fed rate cut were dented further following the latest Labor department release.

Fidelity's next trick: a muni bond fund-to-ETF flip
ETFS OCT 03, 2024
Fidelity's next trick: a muni bond fund-to-ETF flip

The firm's plans to convert two of its municipal bond mutual funds follows similar moves by rivals including BlackRock.

US ETFs surge past $10T in September
ETFS OCT 03, 2024
US ETFs surge past $10T in September

Inflows of $57B into equity strategies plus a record-setting rush into fixed income drove the ETF milestone.

'China dragons' ETF takes flight on Wall Street
EMERGING MARKETS OCT 03, 2024
'China dragons' ETF takes flight on Wall Street

The fund tracking offering exposure to nine Chinese mega tech names comes after a record rally in the emerging country's stock market.

Bonds slide, dollar climbs following jobs surprise
EQUITIES OCT 02, 2024
Bonds slide, dollar climbs following jobs surprise

New employment numbers muddle the picture for Wall Street investors betting on a big Fed cut.

Will gold continue to shine through year end?
EQUITIES OCT 02, 2024
Will gold continue to shine through year end?

The Fed's rate cut boosted gold, but strategists say that's not the only reason to own the yellow metal.

Trump-led GOP sweep likely best case for US stocks, say RBC analysts
EQUITIES OCT 02, 2024
Trump-led GOP sweep likely best case for US stocks, say RBC analysts

Strategists see the most bullish outcome from a Republican victory, though election volatility would be the biggest X factor.