Industry News

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Private markets face some 'recalibration' but evergreen funds set to lead growth
NEWS INDUSTRY NEWS MAR 12, 2025
Private markets face some 'recalibration' but evergreen funds set to lead growth

But where should investors be focusing their portfolio construction in 2025?

By Steve Randall
Food prices among drivers of expected US inflation hike
NEWS INDUSTRY NEWS MAR 12, 2025
Food prices among drivers of expected US inflation hike

Economists' poll reveals most say inflation is not under control.

By Bloomberg
Goldman expects US credit spreads to widen further
NEWS INDUSTRY NEWS MAR 12, 2025
Goldman expects US credit spreads to widen further

Wall Street strategists cite tariffs, White House acceptance of weakness.

By Bloomberg
Tesla is down 52% from peak as even Musk fans retreat
NEWS INDUSTRY NEWS MAR 12, 2025
Tesla is down 52% from peak as even Musk fans retreat

Stock is biggest decliner on the S&P 500 so far this year.

By Bloomberg
Baseball bats, caskets among items set to suffer from import tariffs
NEWS INDUSTRY NEWS MAR 12, 2025
Baseball bats, caskets among items set to suffer from import tariffs

Steel and aluminum tariffs begin Wednesday and will have a wide reach.

By Bloomberg
Volatile Tuesday pushed stocks to correction before dip-buyers swooped in
NEWS EQUITIES MAR 11, 2025
Volatile Tuesday pushed stocks to correction before dip-buyers swooped in

A salvo of tariff headlines sent stocks spiraling Tuesday before bargain-hunters drove a recovery in the S&P 500.

By Bloomberg
LinePoint, Five Eleven Partners launch to shake up family office space
NEWS RIAS MAR 11, 2025
LinePoint, Five Eleven Partners launch to shake up family office space

With a pro-advisor and family executive platform and a business pushing back against industry consolidation, the New York-based firms are striking out with different visions of independence.

By Leo Almazora
Roll back Gensler-era rules, private funds industry urges SEC
NEWS ALTERNATIVES MAR 11, 2025
Roll back Gensler-era rules, private funds industry urges SEC

A new policy proposal from the Managed Funds Association lays out requests to reduce disclosure requirements and offer legal clarity on crypto ownership, among other priorities.

By Leo Almazora
GWG bankruptcy settlement leaves investors with next to nothing
NEWS ALTERNATIVES MAR 11, 2025
GWG bankruptcy settlement leaves investors with next to nothing

Beneficient, an alternative investment company and formerly a part of GWG, has offered $50.5 million to settle claims related to federal lawsuits.

By Bruce Kelly
Limra projects strong annuity sales through 2027 despite expected declines
NEWS RETIREMENT PLANNING MAR 11, 2025
Limra projects strong annuity sales through 2027 despite expected declines

Latest figures confirm record sales in 2024, including four straight quarters exceeding $100 billion, with most of the wins going to the largest players.

By Leo Almazora
Investors losing faith as Trump recession fears roil markets
NEWS EQUITIES MAR 11, 2025
Investors losing faith as Trump recession fears roil markets

Allocations to cash and money market funds are rising, and dip-buying is slowing, as the president's coyness on downturn odds adds to mounting pessimism.

By Leo Almazora
Private credit's push into retail opens new vulnerability, warns BIS
NEWS ALTERNATIVES MAR 11, 2025
Private credit's push into retail opens new vulnerability, warns BIS

A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."

By Bloomberg
Survey reveals generation gaps in retirement, with a reality check for pre-retirees
NEWS RETIREMENT PLANNING MAR 11, 2025
Survey reveals generation gaps in retirement, with a reality check for pre-retirees

Gen X emerges as the least confident in their future, while many retirees are navigating financial shocks from inflation and healthcare costs.

By Leo Almazora
Finra not folding its tent any time soon: attorney
NEWS BROKER DEALERS MAR 11, 2025
Finra not folding its tent any time soon: attorney

Meanwhile, Finra’s fines against the brokerage industry declined in 2024.

By Bruce Kelly
Are value stocks finally taking the baton from growth?
NEWS EQUITIES MAR 11, 2025
Are value stocks finally taking the baton from growth?

Wealth managers weigh in on the battle between growth and value stocks, and whether the tide is turning in favor of value.

By Gregg Greenberg
Aligning client expectations with reality
NEWS ALTERNATIVES MAR 11, 2025
Aligning client expectations with reality

Clients are often seduced by alternative investments’ potential for outsized returns, but Ed Cofrancesco knows education is key.

By Chris Davis
'We need more leaders'
NEWS PRACTICE MANAGEMENT MAR 11, 2025
'We need more leaders'

Advisor says Black professionals remain underrepresented in profession and 'nothing has improved in 25 years'.

By Chris Davis
Could market turmoil, recession risks hasten Trump tax cuts?
NEWS INDUSTRY NEWS MAR 11, 2025
Could market turmoil, recession risks hasten Trump tax cuts?

Cuts were promised and some want the president to act faster.

By Steve Randall
Millennials reveal rising source of debt, but it's not what you think
NEWS INDUSTRY NEWS MAR 11, 2025
Millennials reveal rising source of debt, but it's not what you think

The same thing is also maxing out the credit cards of older Americans.

By Steve Randall
US contagion fears spark 'hedge hunting' worldwide
NEWS INDUSTRY NEWS MAR 11, 2025
US contagion fears spark 'hedge hunting' worldwide

Strategists are trying to second-guess how markets rout may unfold.

By Bloomberg