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Short-term muni bonds swoon after jobs change rate cut calculus
FIXED INCOME OCT 07, 2024
Short-term muni bonds swoon after jobs change rate cut calculus

Strategists see the front end of debt curve moving in sync with expectations on Federal Reserve movements.

By Bloomberg
Time to take some chips off the table
EQUITIES OCT 07, 2024
Time to take some chips off the table

CEO says S&P 500's rate of growth, led by the top 10 names, is unsustainable.

By Chris Davis
Destiny Wealth Partners: RIA Team of the Year shares keys to success
ALTERNATIVES OCT 07, 2024
Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

By InvestmentNews Staff
After $1.8T active fund exodus, has the investment industry reached peak passive?
ALTERNATIVES OCT 07, 2024
After $1.8T active fund exodus, has the investment industry reached peak passive?

New Deloitte outlook offers insights on active ETFs, alternatives' mixed performance, and advisors' role in the rise of private credit.

By Leo Almazora
"Dumb buying"? Costco gold bars a hot commodity as bullion prices break records
ALTERNATIVES OCT 07, 2024
"Dumb buying"? Costco gold bars a hot commodity as bullion prices break records

The big-box retailer has become an unlikely hotspot for gold fever, with enchanted Americans looking to ride the yellow metal's rally.

By Bloomberg
Orion deepens Capital Group alliance with ETF portfolio tie-up
FINTECH OCT 04, 2024
Orion deepens Capital Group alliance with ETF portfolio tie-up

The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.

By Leo Almazora
Fidelity's next trick: a muni bond fund-to-ETF flip
ETFS OCT 03, 2024
Fidelity's next trick: a muni bond fund-to-ETF flip

The firm's plans to convert two of its municipal bond mutual funds follows similar moves by rivals including BlackRock.

By Bloomberg
US ETFs surge past $10T in September
ETFS OCT 03, 2024
US ETFs surge past $10T in September

Inflows of $57B into equity strategies plus a record-setting rush into fixed income drove the ETF milestone.

By Leo Almazora
'China dragons' ETF takes flight on Wall Street
EMERGING MARKETS OCT 03, 2024
'China dragons' ETF takes flight on Wall Street

The fund tracking offering exposure to nine Chinese mega tech names comes after a record rally in the emerging country's stock market.

By Bloomberg
Will gold continue to shine through year end?
EQUITIES OCT 02, 2024
Will gold continue to shine through year end?

The Fed's rate cut boosted gold, but strategists say that's not the only reason to own the yellow metal.

By Gregg Greenberg
Trump-led GOP sweep likely best case for US stocks, say RBC analysts
EQUITIES OCT 02, 2024
Trump-led GOP sweep likely best case for US stocks, say RBC analysts

Strategists see the most bullish outcome from a Republican victory, though election volatility would be the biggest X factor.

By Bloomberg
Columbia set to join other Ivy League names in muni debt market
FIXED INCOME OCT 01, 2024
Columbia set to join other Ivy League names in muni debt market

The prestigious college will be the latest in a boom of universities jumping into the muni bond space with a $500M offering of tax-exempt and taxable securities.

By Bloomberg
LTCM vet Haghani enters the ETF fray
ETFS SEP 30, 2024
LTCM vet Haghani enters the ETF fray

The move extends the growing parade of high-profile personalities and star strategists putting their names behind the popular investment vehicle.

By Bloomberg
Altruist rolls out modern fixed-income trading tool for RIAs
RIAS SEP 30, 2024
Altruist rolls out modern fixed-income trading tool for RIAs

The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.

By Leo Almazora
ESG bonds an additional arrow in advisor quiver, says Nuveen strategist
FIXED INCOME SEP 27, 2024
ESG bonds an additional arrow in advisor quiver, says Nuveen strategist

ESG stocks may get all the attention, but ESG and impact bonds provide another alternative for client portfolios.

By Gregg Greenberg
Sales of alternative investments climbing in 2024
ALTERNATIVES SEP 27, 2024
Sales of alternative investments climbing in 2024

Through August, financial advisors had sold $76.6 billion of illiquid alternative investments, according to Robert A. Stanger & Co. Inc.

By Bruce Kelly
Private equity players bringing in experts for portfolio fixer-uppers
ALTERNATIVES SEP 25, 2024
Private equity players bringing in experts for portfolio fixer-uppers

As financial engineering loses its firepower, buyout heavyweights are going back to the basics with operational improvements and management muscle.

By Bloomberg
Asset-allocation model portfolios poised to become a $2.9T business by 2026
PRACTICE MANAGEMENT SEP 25, 2024
Asset-allocation model portfolios poised to become a $2.9T business by 2026

Anticipated rise in advisors' model use offers an opportunity for asset managers, says Cerulli.

By Leo Almazora
New ETF eyes a piece of the $6.3T money-market funds industry
ETFS SEP 25, 2024
New ETF eyes a piece of the $6.3T money-market funds industry

Dallas-based lender stands apart from existing cash ETFs with a stronger-conviction portfolio in short-dated holdings.

By Bloomberg
Fintech startup Yayati adds industry cred with AssetMark alum Jerry Chafkin
ALTERNATIVES SEP 24, 2024
Fintech startup Yayati adds industry cred with AssetMark alum Jerry Chafkin

The wealth tech firm expects its latest C-suite addition to lead its charge to boost adoption of option-based strategies in clients' portfolios.

By Leo Almazora