Investing

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CAIS announces new division to support advisors' alternative investment efforts
ALTERNATIVES OCT 18, 2024
CAIS announces new division to support advisors' alternative investment efforts

The firm will offer customizable model portfolios, advisory services, and a portfolio construction tool as part of its latest alts offensive.

By Leo Almazora
StepStone Private Wealth welcomes two industry veterans to lead growth push
ALTERNATIVES OCT 17, 2024
StepStone Private Wealth welcomes two industry veterans to lead growth push

The fast-growing asset manager specializing in private markets is looking to build on its momentum after achieving a $5B milestone.

By Leo Almazora
Alleged hacker behind fake SEC Bitcoin ETF post arrested
ETFS OCT 17, 2024
Alleged hacker behind fake SEC Bitcoin ETF post arrested

Alabama resident charged over January hijacking of the Securities and Exchange Commission's X account before historic decision on spot bitcoin ETFs.

By Bloomberg
Calvert CIO highlights link between female employees and market returns
EQUITIES OCT 17, 2024
Calvert CIO highlights link between female employees and market returns

Calvert celebrates the 20th anniversary of its Women's Principles and the strides made by women in the workplace.

By Gregg Greenberg
Bull market stampede not stymieing demand for alts
EQUITIES OCT 17, 2024
Bull market stampede not stymieing demand for alts

Publicly traded stocks are soaring, and bond yields are bountiful. So why should advisors own alternatives?

By Gregg Greenberg
China ETFs rival Cathie Wood's as biggest wealth destroyers
EMERGING MARKETS OCT 17, 2024
China ETFs rival Cathie Wood's as biggest wealth destroyers

Those chasing the stimulus-fueled Chinese stock rally may find it difficult to achieve long-lasting gains.

By Bloomberg
S&P 500 to finish 2024 'well north of 6,000,' says Goldman trading strategist
EQUITIES OCT 16, 2024
S&P 500 to finish 2024 'well north of 6,000,' says Goldman trading strategist

Investing specialist reverses his bearish election call after analyzing data going back nearly 100 years.

By Bloomberg
Advisors weigh in on the heavyweight battle between Apple and NVDA
EQUITIES OCT 16, 2024
Advisors weigh in on the heavyweight battle between Apple and NVDA

Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.

By Gregg Greenberg
Wealth firms want asset managers to step up specialist support
ALTERNATIVES OCT 15, 2024
Wealth firms want asset managers to step up specialist support

Broadridge industry survey unpacks sentiments and gaps around active ETFs, alts, indexing solutions, and AI adoption.

By Leo Almazora
Ex-Tesla exec ventures into ETF space
ETFS OCT 14, 2024
Ex-Tesla exec ventures into ETF space

The ride-sharing platform veteran is teaming up with an ETF industry pioneer to launch a thematic shop focused on two future-facing technologies.

By Bloomberg
Nuveen taps industry veteran Moshe Bajnon in private wealth push
ALTERNATIVES OCT 14, 2024
Nuveen taps industry veteran Moshe Bajnon in private wealth push

The asset management giant is looking to solidify its relationships with wealth platforms, broker-dealers and RIAs through a newly created global leadership role.

By Leo Almazora
iCapital launches multi-investment workflow advisor tool
ALTERNATIVES OCT 11, 2024
iCapital launches multi-investment workflow advisor tool

The alts-focused global fintech's latest enhancement aims to further streamline the investment process for financial professionals.

By Leo Almazora
Time to get on the China ETF train? Advisors speak up
EQUITIES OCT 10, 2024
Time to get on the China ETF train? Advisors speak up

Chinese stocks have been flying for the past month. Should US wealth managers go along for the ride?

By Gregg Greenberg
Investors increasingly using ETFs for CLO bets, says BofA
ETFS OCT 10, 2024
Investors increasingly using ETFs for CLO bets, says BofA

Recent $428M single-day inflow record speaks to a broader retail trend.

By Bloomberg
$26B RIA EP Wealth strikes private market alliance with Opto Investments
RIAS OCT 10, 2024
$26B RIA EP Wealth strikes private market alliance with Opto Investments

The tech-driven alts platform will provide support to advisors seeking customized portfolio access for their high-net-worth clients.

By Leo Almazora
Wealth managers weigh election strategies as vote approaches
EQUITIES OCT 10, 2024
Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election. They are making portfolio plans too.

By Gregg Greenberg
Could private-market access boost retirement plan contributions?
RETIREMENT PLANNING OCT 09, 2024
Could private-market access boost retirement plan contributions?

Survey shows just over one-third of workplace plan participants willing to put part of their portfolios in private equity or private debt.

By Leo Almazora
Five-year bonds a buy on "rare soft landing," says Pimco
FIXED INCOME OCT 09, 2024
Five-year bonds a buy on "rare soft landing," says Pimco

With the Federal Reserve poised to achieve an economic feat, the fixed income giant sees a sweet spot in middle-of-the-curve securities.

By Bloomberg
Crypto.com files suit against SEC after Wells Notice
ALTERNATIVES OCT 08, 2024
Crypto.com files suit against SEC after Wells Notice

Crypto trading platform fires back against a legal threat by the regulator, contending it has "unilaterally expanded its jurisdiction beyond statutory limits."

By Bloomberg
Why alternatives expertise is essential for HNW advisors
ALTERNATIVES OCT 08, 2024
Why alternatives expertise is essential for HNW advisors

Survey of advisors and high-net-worth investors points to education, recommendations as vital drivers in relationships.

By Leo Almazora