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LPL’s gatekeeper wary of bitcoin-ETF hype
The firm's head of wealth management solutions plans to assess the new funds' first three months of trading before deciding which to make available on its trading platforms.
David Canter joins CAIS as strategic advisor
Alternative investments platform reaffirms support for RIAs as it taps industry veteran.
LPL’s Bill Dwyer is back, and he’s pitching AI
'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.
State regulators oppose bill to allow private markets access through advisors
This idea may result in investors paying higher fees without requisite returns, argues state regulator.
Another trough coming in 2024 for boom-and-bust non-traded REITs
Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.
‘We’re scrambling to figure out spot-bitcoin ETFs,’ says industry exec
Many broker-dealers still have plenty of work to do regarding new product.
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
Such ETFs could become a small component of target-date funds.
Giant conflicts alleged involving a former advisor
'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.
Will REITs continue to roil investors in 2024?
It used to be elevators were the only things that rose and fell so regularly when it came to buildings. Now it’s the shares of the companies that own them
Advisors not done with alternatives despite bull run
The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that once provided them safe harbor.
Citi launches $2B private lending solution with LuminArx Capital
The two firms' capabilities aim to provide a differentiated offering.
Wells Fargo Advisors to sell new bitcoin ETFs
'We’ve made significant investments the last few years across our franchise to better serve our customers, and help drive growth,' says Wells CFO Mike Santomassimo.
With the bitcoin ETF out of the bag, advisors weigh in
Advisors offer their opinions on investing in crypto now that the long-awaited bitcoin ETFs have started trading.
JPMorgan anticipates $30B of private credit will change hands this year
Nascent secondary market is expected to see record pace of activity as investors seek liquidity.
Broker-dealers and bitcoin ETFs: To sell or not to sell?
'Financial advisors don’t understand bitcoin,' one senior executive notes. 'It's a disaster waiting to happen.'
Bitcoin ETF trades top $3B in ‘ground-breaking’ first day
Demand soars but gauging the level of interest from advisors likely to come later as more broker-dealers list the funds.
SEC denies bitcoin ETF approval after X account compromised
Chair Gary Gensler denounces unauthorized social media post.
What’s driving increasing risk appetite among alt fund managers?
Most fund executives say risk appetite will be higher in the next 12 months.
North America leads hedge funds confidence despite quarterly decrease
Index reveals confidence drop was led by hedged equity and global macro managers.
Where have all the hedge funds gone? Advisors weigh in
Not too long ago financial advisors would bend over backwards to get their high-net-worth clients into exclusive hedge funds.
