Investing

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What do RIAs make of BlackRock's private-market model portfolios?
RIAS APR 16, 2025
What do RIAs make of BlackRock's private-market model portfolios?

While they might not make it into advisors' toolkits anytime soon, the new offerings could be a good onramp for retail clients to merge into the private investment superhighway.

By Leo Almazora
Chipmakers lead tech stock dip on Trump's China curbs
EQUITIES APR 16, 2025
Chipmakers lead tech stock dip on Trump's China curbs

Analysts sound the alarm as Nvidia and AMD both take a hit from the administration's new export restrictions.

By Bloomberg
Major firms announce triple partnership to extend retail investor choices
ALTERNATIVES APR 16, 2025
Major firms announce triple partnership to extend retail investor choices

Collaboration will power multi-asset investments in public and private markets

By Steve Randall
Advisors push back against tariff pessimism as trade war brews
EQUITIES APR 15, 2025
Advisors push back against tariff pessimism as trade war brews

Despite recession fears and market swings triggered by President Trump’s aggressive trade policies, some investment advisors are bullish on the potential impact of more favorable global trade terms for the U.S.

By Andrew Cohen
Forget rate cuts, high rates are the new norm, says industry veteran
EQUITIES APR 14, 2025
Forget rate cuts, high rates are the new norm, says industry veteran

Increased risk is inevitable, according to CEO of Schwab Asset Management.

By Chris Davis
Steering investors away from high-risk moves
EQUITIES APR 14, 2025
Steering investors away from high-risk moves

There's no evidence a smart stock picker can outperform the benchmark consistently over many years, warns advisors.

By Chris Davis
Tariffs put investors on alert for 2025
EQUITIES APR 14, 2025
Tariffs put investors on alert for 2025

Advisor voices hopes for negotiations, as opposed to more hardline retaliatory tariffs.

By Chris Davis
CAIS builds out investment solutions suite with new capital markets division
RIAS APR 14, 2025
CAIS builds out investment solutions suite with new capital markets division

The alt investments leader is sharpening its focus on defined-outcome strategies for advisors, kicking off with an expanded tie-up with Focus Financial.

By Leo Almazora
Wall Street enjoys blowout earnings while Washington takes the blame
EQUITIES APR 14, 2025
Wall Street enjoys blowout earnings while Washington takes the blame

In a twist for wealth managers, Washington policymakers are behind the market's craziness, not greedy Wall Street bankers.

By Gregg Greenberg
Treasury selloff a symptom of lost US confidence, Yellen says
FIXED INCOME APR 14, 2025
Treasury selloff a symptom of lost US confidence, Yellen says

The former Treasury secretary argues the "worrisome" pattern doesn't merit Fed intervention yet, but she sees a much higher risk of recession.

By Bloomberg
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%
EQUITIES APR 14, 2025
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%

Meanwhile, gold could reach $4000 next year, Goldman suggests

By Steve Randall
Private asset owners enjoy relative calm as stock market swings
EQUITIES APR 11, 2025
Private asset owners enjoy relative calm as stock market swings

Advisors have been adding alternatives to client accounts since 2022. It's been paying off during the past whirlwind of a week in public markets.

By Gregg Greenberg
Treasuries tumble toward worst selloff since 2019 repo blowout
FIXED INCOME APR 11, 2025
Treasuries tumble toward worst selloff since 2019 repo blowout

A sharp exodus from US 10-year debt raises questions over the continued appeal of the nation's debt for haven-seeking investors.

By Bloomberg
Wealth firms using less tech support than expected in alts push
ALTERNATIVES APR 11, 2025
Wealth firms using less tech support than expected in alts push

Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.

By Leo Almazora
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit
ALTERNATIVES APR 11, 2025
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit

Inflows top $80 billion as the asset management giant sees the best year start for organic fee growth since 2021.

By Leo Almazora
Wealth managers weigh options after Trump's 90-day tariff pause
EQUITIES APR 10, 2025
Wealth managers weigh options after Trump's 90-day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

By Gregg Greenberg
Schwab, State Street unveil new retail private-market offerings
RETIREMENT PLANNING APR 10, 2025
Schwab, State Street unveil new retail private-market offerings

The trend to democratize alternative investments is heating up with a new high-net-worth offering from Schwab and State Street's latest twist on target-date funds.

By Leo Almazora
How young advisors are navigating today's market turbulence
EQUITIES APR 10, 2025
How young advisors are navigating today's market turbulence

From conservative investing to tax-savvy client strategies, advisors under 40 take lessons from the 2008 crisis while navigating today's volatility.

By Andrew Cohen
After 'liberation day' blockbuster, Trump's sequel is a box office hit
EQUITIES APR 10, 2025
After 'liberation day' blockbuster, Trump's sequel is a box office hit

Investors give it five stars, but Chinese audiences are not impressed

By Steve Randall
5-year record surge for US stocks as Trump presses pause on some tariffs
EQUITIES APR 09, 2025
5-year record surge for US stocks as Trump presses pause on some tariffs

Long-awaited "Trump put" offers markets relief as S&P 500, Nasdaq, and Dow Jones indexes soar.

By Bloomberg