An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.
The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.
Valkyrie Funds continues to diversify its product offering by providing yet another way to gain exposure to cryptocurrencies.
The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.
Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.
The Swiss bank pulled out of the US financial advisory business in 2015 when it shuttered its private banking unit here.
The cryptocurrency and cryptoasset strategies will offer direct ownership, low minimums, and portfolio reporting integration.
The securities watchdog said she broke US rules by not disclosing she was paid for the promotion.
The firm's former CEO, Laurence Allen, is barred and its current CEO, Michael Schunk, is suspended.
The $40 million fund invests at least 80% of its net assets in stocks of large cap companies that meet ESG criteria determined by the portfolio managers.
The fund might include firms that have products or services tied to virtual platforms, social media, gaming, digital assets and augmented reality.
I-Bonds Bucket allows users to invest in the securities while bypassing the glitchy TreasuryDirect.gov website.
A Schroders study, which surveyed more than 23,000 individuals globally, found people seek sustainable investments for multiple reasons.
Only 21% of Americans feel comfortable investing in cryptocurrencies, down from 35% in 2021.
New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.
The new fund will have an expense ratio of just 0.03%. That’s lower than even The Vanguard Group’s $17 billion muni ETF, which charges 0.05%.
Thomas is partnering with former Bank of America credit specialist Anthony Hoye to provide financing to minority and women-led businesses.
The fund requires a $500 minimum investment and charges a management fee of 2.75%, with a total expense ratio estimated at 4.22%.
'Attestation' will lead to more reliable data for investors, but there are hurdles to overcome first.
It's been win some, lose some for UBS as it defends its complex options strategy, but lately investors seem to be prevailing more.
