Investing

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The private credit ETF race is heating up
ALTERNATIVES SEP 18, 2024
The private credit ETF race is heating up

Three asset managers have submitted regulatory filings in a bid to capture a valuable first-mover advantage.

Blue Owl targets higher alts adoption with education platform
ALTERNATIVES SEP 18, 2024
Blue Owl targets higher alts adoption with education platform

The asset manager has launched a digital portal with webinars, portfolio construction resources, and other materials to help advisors and their clients invest in the private markets.

New Chatbot ETF promises to invest like Buffett, Druckenmiller
EQUITIES SEP 18, 2024
New Chatbot ETF promises to invest like Buffett, Druckenmiller

Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.

Fed reveals September rate decision
FIXED INCOME SEP 18, 2024
Fed reveals September rate decision

The central bank has finally pared back its policy rate from historic highs ... but what's its next move?

McKinsey sees money manager war brewing as $10T comes into play
ETFS SEP 18, 2024
McKinsey sees money manager war brewing as $10T comes into play

A tsunami of assets to be dislodged from banks, insurers, and wealthy retail clients over the next decade poses an opportunity for the embattled asset management industry.

Four-fifths of retirement plan advisors are talking about lifetime income
LIFE INSURANCE AND ANNUITIES SEP 18, 2024
Four-fifths of retirement plan advisors are talking about lifetime income

BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.

Fed out of line and should cut by 0.5%, says Gundlach
FIXED INCOME SEP 17, 2024
Fed out of line and should cut by 0.5%, says Gundlach

DoubleLine Capital founder also predicts five cuts by end of 2024.

Vanguard investor program fails to rock proxy votes
ESG SEP 17, 2024
Vanguard investor program fails to rock proxy votes

The index investing giant's pilot program, which gave tens of thousands of investors a voice on ESG issues, is apparently having little impact on overall vote tallies.

Time is right to buy the AI dip, says Goldman
EQUITIES SEP 16, 2024
Time is right to buy the AI dip, says Goldman

Fear and disappointment around companies' AI spending is a buying opportunity, argue strategists at the bank.

What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in
EQUITIES SEP 16, 2024
What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in

Wealth managers offer their opinions about the action swirling around the trillion dollar financial giant.

Harris win could bode well for bonds, not so much for stocks
EQUITIES SEP 16, 2024
Harris win could bode well for bonds, not so much for stocks

Investor poll suggests a Trump victory would impact financial markets more heavily compared to if the Democrats retained the White House.

3iQ, CoinDesk launch global digital asset fund partnership
ALTERNATIVES SEP 16, 2024
3iQ, CoinDesk launch global digital asset fund partnership

The two crypto-focused firms' new venture gives advisors an onramp to expand portfolio exposures gradually beyond Bitcoin.

Financial advisors tweaking bond portfolios as rate cuts approach
FIXED INCOME SEP 13, 2024
Financial advisors tweaking bond portfolios as rate cuts approach

Wealth managers are adding protection and modifying duration as the Fed prepares to cut rates.

BlackRock's 'surround sound' model
PRACTICE MANAGEMENT SEP 13, 2024
BlackRock's 'surround sound' model

Eve Cout, managing director, believes advisors are seeking deeper partnerships with firms like BlackRock

Finding value in distressed investing
ALTERNATIVES SEP 13, 2024
Finding value in distressed investing

Segment one of the last remaining parts of the markets where you can find inefficient pricing says advisor.

iCapital gives advisors more skin in the sports investing game
ALTERNATIVES SEP 13, 2024
iCapital gives advisors more skin in the sports investing game

The alts provider's latest partnership provides access to private opportunities in golf, football, and other professional sports.

Single-stock ETF boom heats up with overseas bets
ETFS SEP 13, 2024
Single-stock ETF boom heats up with overseas bets

Filing for new suite of super-concentrated ETFs would let investors get direct exposure to foreign companies sans the exchange-rate risk.

Trading platform eToro agrees to $1.5M penalty in SEC settlement
ALTERNATIVES SEP 12, 2024
Trading platform eToro agrees to $1.5M penalty in SEC settlement

The retail investing firm is scaling back its crypto offerings after allegedly crossing regulatory lines as an unregistered broker.

AssetMark amps up advisor offerings with Morningstar Wealth strategies
FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.

Index funds and advisors give investors a confidence boost
ETFS SEP 12, 2024
Index funds and advisors give investors a confidence boost

Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.