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CAIA introduces specialized alts learning platform
ALTERNATIVES APR 20, 2022
CAIA introduces specialized alts learning platform

Upon completion of the modules within the platform, called UniFi by CAIA, participants will earn microcredentials.

GWG Holdings files for bankruptcy
ALTERNATIVES APR 20, 2022
GWG Holdings files for bankruptcy

The market has been anticipating the move for more than two weeks; the company has struggled of late and repeatedly missed the deadline to file audited financial statements in the past couple of years.

Cannabis investments mellow as Congress tarries on decriminalization
EQUITIES APR 19, 2022
Cannabis investments mellow as Congress tarries on decriminalization

With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.

Blackstone adds to bet on student housing with $13 billion deal
ALTERNATIVES APR 19, 2022
Blackstone adds to bet on student housing with $13 billion deal

Blackstone and other PE firms are wagering that off-campus housing will provide better returns than apartments and other residential assets, which have soared in value since the pandemic.

Bank of America wealth group sees head count drop as revenues climb
ALTERNATIVES APR 18, 2022
Bank of America wealth group sees head count drop as revenues climb

Adviser ranks are falling, but the bank reports 7,800 net new client relationships and a growing thirst for alternative investments.

Climate funds double in assets: Morningstar
ESG APR 18, 2022
Climate funds double in assets: Morningstar

A report shows that in the US, total money in climate mutual funds and ETFs hit $31 billion at the end of 2021.

Into the metaverse
ALTERNATIVES APR 18, 2022
Into the metaverse

Financial services firms are hanging out their shingles in the burgeoning world of virtual societies, hoping to attract a new breed of digitally native customers.

Industry groups want DOL to withdraw guidance on use of cryptocurrency
RETIREMENT PLANNING APR 15, 2022
Industry groups want DOL to withdraw guidance on use of cryptocurrency

The agency's cautioning against using crypto in retirement accounts violates current law and sidesteps public input, the trade associations argue.

Global X adds green-building ETF
ESG APR 14, 2022
Global X adds green-building ETF

The demand for new housing in urban areas will only rise, and buildings are responsible for 38% of energy-related carbon emissions, the company says.

Do-good funds are booming as ETF launches double from last year
ESG APR 14, 2022
Do-good funds are booming as ETF launches double from last year

At least 20 exchange-traded funds focused on environmental, social and governance criteria have launched so far this year, as issuers try to grab a slice of the market that's winning new cash.

ESG options would increase 401(k) engagement, survey finds
RETIREMENT PLANNING APR 13, 2022
ESG options would increase 401(k) engagement, survey finds

The problem, though, is that the 401(k) system is hardly ready to meet much demand for ESG.

Advisers weigh the appeal of the commodity rally
ALTERNATIVES APR 13, 2022
Advisers weigh the appeal of the commodity rally

As commodity funds post double-digit gains this year, some advisers wonder if it's too late to join the party.

Dimensional preps low-carbon ETFs
ESG APR 13, 2022
Dimensional preps low-carbon ETFs

The four exchange-traded funds aim for lower emissions exposure than comparable products, the fund manager said.

Fidelity adds two ETFs focusing on crypto, metaverse
ALTERNATIVES APR 12, 2022
Fidelity adds two ETFs focusing on crypto, metaverse

One of the funds will track the digital payments industry, and the other will focus on companies tied to emerging virtual worlds.

GPB Capital sells another asset, this time land in New Jersey
ALTERNATIVES APR 12, 2022
GPB Capital sells another asset, this time land in New Jersey

Net proceeds of the Newark, New Jersey, land deal will benefit investors in one private placement, GPB Cold Storage.

Treasury yield surge to threaten bull run’s last resistance line
FIXED INCOME APR 12, 2022
Treasury yield surge to threaten bull run’s last resistance line

Benchmark 10-year yields rose above 2.80% to the highest since December 2018 as traders bet the Federal Reserve will ramp up the pace of tightening to curb inflation.

Advisers buckle up for more market volatility
RIAS APR 11, 2022
Advisers buckle up for more market volatility

Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.

Dimensional plans four do-good funds in latest ETF expansion
ESG APR 10, 2022
Dimensional plans four do-good funds in latest ETF expansion

The funds will focus on investments in stocks and bonds worldwide that are associated with low emissions of greenhouse gases.

With bonds in a ‘coma,’ buy commodities: Bridgewater’s Patterson
FIXED INCOME APR 10, 2022
With bonds in a ‘coma,’ buy commodities: Bridgewater’s Patterson

Investors should get out of bonds as rates rise and diversify their portfolios with exposure to agricultural products, oil and metals facing supply disruptions due to the war in Ukraine.

Bank ETF posts biggest cash exodus since 2020 ahead of earnings
MUTUAL FUNDS APR 09, 2022
Bank ETF posts biggest cash exodus since 2020 ahead of earnings

More than $2.5 billion has exited the $42 billion Financial Select Sector SPDR Fund last week.