Investing

Displaying 13477 results
Mark Uyeda-led SEC launches crypto task force
ALTERNATIVES JAN 21, 2025
Mark Uyeda-led SEC launches crypto task force

The group led by Commissioner Hester Peirce will take input from within and outside the agency to create a clear regulatory framework for crypto assets.

By Leo Almazora
Hedge fund investors have lost over half their gains to fees, finds study
ALTERNATIVES JAN 21, 2025
Hedge fund investors have lost over half their gains to fees, finds study

Research raises fresh questions as data show a larger chunk of gross profits eaten up than the previous historical average.

By Leo Almazora
Morgan Stanley wants loan growth. Merrill sells more alts
ALTERNATIVES JAN 16, 2025
Morgan Stanley wants loan growth. Merrill sells more alts

It's a truism in the financial advice industry that many advisors dislike selling banking products.

By Bruce Kelly
RIAs confident, not complacent, about market gains after election
EQUITIES JAN 16, 2025
RIAs confident, not complacent, about market gains after election

RIAs grew more optimistic after the November election, but inflation concerns are keeping them clear-eyed, a study says.

By Gregg Greenberg
After 2024 surge, active ETFs poised to surpass passive strategies
ETFS JAN 15, 2025
After 2024 surge, active ETFs poised to surpass passive strategies

With 565 launches and $312 billion in inflows last year, active ETF strategies are set to continue taking dollars from mutual funds, says report.

By Leo Almazora
Advisors eyeing bigger private-market allocations, says Blackstone
ALTERNATIVES JAN 14, 2025
Advisors eyeing bigger private-market allocations, says Blackstone

Survey of advisors reveals four-fifths planning to double down on the alternative asset class, with one in two seeing an AI-powered opportunity in infrastructure.

By Leo Almazora
SEC fines investment advisors, broker-dealers $63M for record-keeping failures
ALTERNATIVES JAN 14, 2025
SEC fines investment advisors, broker-dealers $63M for record-keeping failures

12 firms agreed to pay the fines to settle charges.

By Steve Randall
401(k) ESG lawsuit order cites 'cartel-like behavior,' could prompt more litigation
RETIREMENT PLANNING JAN 13, 2025
401(k) ESG lawsuit order cites 'cartel-like behavior,' could prompt more litigation

Plaintiffs successfully sued American Airlines over an asset manager's ESG considerations in the proxy-voting process, and that could get the plaintiffs' bar quite interested in filing similar claims against 401(k) sponsors.

By Emile Hallez
Munis’ prized January returns threatened by expected Fed pause
FIXED INCOME JAN 13, 2025
Munis’ prized January returns threatened by expected Fed pause

What should have been a strong start to 2025 for municipal bonds is now in question amid growing odds that the Federal Reserve will hold fire on interest rate cuts.

By Bloomberg
Financial advisors keeping close eye on rising 'fear index'
EQUITIES JAN 13, 2025
Financial advisors keeping close eye on rising 'fear index'

The VIX, or so called "fear index," is shifting higher with increased market volatility, causing wealth managers to ready themselves for anxious client calls.

By Gregg Greenberg
Texas court rules against American Airlines in ESG 401(k) plan case
RETIREMENT PLANNING JAN 10, 2025
Texas court rules against American Airlines in ESG 401(k) plan case

The presiding judge found the airline breached its fiduciary duty under federal law by prioritizing non-financial considerations in its employee retirement plan.

By Leo Almazora
Dodge & Cox reveals CEO Dana Emery to step down
MUTUAL FUNDS JAN 10, 2025
Dodge & Cox reveals CEO Dana Emery to step down

The mutual fund giant's chair and chief executive is retiring after a lengthy 40-year tenure at the firm.

By Leo Almazora
S&P 500 erases 2025 gains on jobs blowout
EQUITIES JAN 10, 2025
S&P 500 erases 2025 gains on jobs blowout

Larger-than-expected jump in nonfarm payrolls accelerates Treasury selloff as traders slash bets for Federal Reserve rate cuts.

By Bloomberg
Blackstone’s latest fund rakes in cash, sells more than $1B
EQUITIES JAN 09, 2025
Blackstone’s latest fund rakes in cash, sells more than $1B

It’s the second straight year that Blackstone has launched a new fund in the alternative investment space and had a hit right off the bat.

By Bruce Kelly
Over half of advisors warming up to crypto after Trump's election win, finds survey
ALTERNATIVES JAN 09, 2025
Over half of advisors warming up to crypto after Trump's election win, finds survey

With nearly all poll participants fielding questions from curious clients, the percentage of advisors investing in the asset class has doubled from 2023.

By Leo Almazora
Wealth managers reject bearish arguments as S&P goes for 'three-peat'
RIAS JAN 09, 2025
Wealth managers reject bearish arguments as S&P goes for 'three-peat'

Wall Street may not be expecting an S&P 500 "three-peat" victory in 2025, but that does not mean they are not bullish.

By Gregg Greenberg
Big tech lovers and abstainers fuel record boom for Invesco ETFs
EQUITIES JAN 08, 2025
Big tech lovers and abstainers fuel record boom for Invesco ETFs

The asset management giant took third place for overall flows last year as it tapped into a divisive debate on how to play US stocks.

By Bloomberg
Closed-end fund investors seeking to build on solid 2024 returns
EQUITIES JAN 08, 2025
Closed-end fund investors seeking to build on solid 2024 returns

Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.

By Gregg Greenberg
JPMorgan Chase adds to US defection from Net-Zero Banking Alliance
ESG JAN 07, 2025
JPMorgan Chase adds to US defection from Net-Zero Banking Alliance

Six US banks have exited the UN-convened Net-Zero Banking Alliance since December, ahead of President-elect Donald Trump regaining office.

By Emile Hallez
Northwestern Mutual makes private-credit push with Sixth Street partnership
ALTERNATIVES JAN 07, 2025
Northwestern Mutual makes private-credit push with Sixth Street partnership

The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.

By Leo Almazora