Investing

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Vanguard settles lawsuit over TDF capital gains tax mess
ETFS SEP 24, 2024
Vanguard settles lawsuit over TDF capital gains tax mess

Company reaches agreement with shareholders who said they were burned by 2020 decision to lower investment minimums for institutional shares.

BNY plots course for crypto ETF custody business
ETFS SEP 24, 2024
BNY plots course for crypto ETF custody business

A decision around how it treats crypto assets on its balance sheet could unlock a lucrative fee stream for the Wall Street titan.

By Bloomberg
Crypto fortunes hew closer to stocks in Fed aftermath
EQUITIES SEP 23, 2024
Crypto fortunes hew closer to stocks in Fed aftermath

The link between digital assets and US equities flirt with a historic record following the aggressive kickoff to the US central bank's policy easing cycle.

By Bloomberg
Bible-themed ETFs weren’t faithful to investment process, SEC says
ETFS SEP 20, 2024
Bible-themed ETFs weren’t faithful to investment process, SEC says

Inspire Investing's ETFs and SMAs held companies that supported causes counter to the biblical values the products advertised, the regulator said in a settlement Thursday.

By Emile Hallez
For all the attention on the Fed, don't forget Congress and fiscal policy counts too
FIXED INCOME SEP 20, 2024
For all the attention on the Fed, don't forget Congress and fiscal policy counts too

All eyes have been on Fed Chairman Powell lately but Congressional spending affects inflation as well.

By Gregg Greenberg
Stock rally reads like dot-com "Groundhog Day," says Stifel's Bannister
EQUITIES SEP 20, 2024
Stock rally reads like dot-com "Groundhog Day," says Stifel's Bannister

The strategist's bearish warning stands at odds with a broader Wall Street consensus of continued strength in the S&P 500.

By Bloomberg
Wall Street strategists weigh in after Powell's power move
EQUITIES SEP 20, 2024
Wall Street strategists weigh in after Powell's power move

The financial world reacts to the Federal Reserve's first reduction in rates since 2020.

By Gregg Greenberg
Fed's dovish retreat spurs fresh ETF winners
ETFS SEP 19, 2024
Fed's dovish retreat spurs fresh ETF winners

The central bank's aggressive rate cut has suddenly made bets on corporate debt, homebuilders, and local banks more compelling for investors.

By Bloomberg
Model portfolio assets hit $6.6T milestone in Q2: Broadridge
PRACTICE MANAGEMENT SEP 19, 2024
Model portfolio assets hit $6.6T milestone in Q2: Broadridge

Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.

By Leo Almazora
Macquarie RIA subsidiary faces $80M penalty to settle SEC fraud allegations
FIXED INCOME SEP 19, 2024
Macquarie RIA subsidiary faces $80M penalty to settle SEC fraud allegations

Firm attempted to minimize losses in thousands of "odd lot" positions by executing unfavorable cross trades with retail mutual funds and third-party broker-dealers, according to the regulator.

By Leo Almazora
No need for a series of large interest rate cuts, says fixed income expert
FIXED INCOME SEP 19, 2024
No need for a series of large interest rate cuts, says fixed income expert

"Recession is not a base case scenario over the quarters ahead."

By Josh Welsh
BlackRock strategists taking defensive measures ahead of rising volatility
EQUITIES SEP 19, 2024
BlackRock strategists taking defensive measures ahead of rising volatility

A pair of BlackRock portfolio specialists explain why they are dialing down risk in their model portfolios.

By Gregg Greenberg
The private credit ETF race is heating up
ALTERNATIVES SEP 18, 2024
The private credit ETF race is heating up

Three asset managers have submitted regulatory filings in a bid to capture a valuable first-mover advantage.

By Leo Almazora
Blue Owl targets higher alts adoption with education platform
ALTERNATIVES SEP 18, 2024
Blue Owl targets higher alts adoption with education platform

The asset manager has launched a digital portal with webinars, portfolio construction resources, and other materials to help advisors and their clients invest in the private markets.

By Leo Almazora
New Chatbot ETF promises to invest like Buffett, Druckenmiller
EQUITIES SEP 18, 2024
New Chatbot ETF promises to invest like Buffett, Druckenmiller

Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.

By Bloomberg
Fed reveals September rate decision
FIXED INCOME SEP 18, 2024
Fed reveals September rate decision

The central bank has finally pared back its policy rate from historic highs ... but what's its next move?

By Leo Almazora
McKinsey sees money manager war brewing as $10T comes into play
ETFS SEP 18, 2024
McKinsey sees money manager war brewing as $10T comes into play

A tsunami of assets to be dislodged from banks, insurers, and wealthy retail clients over the next decade poses an opportunity for the embattled asset management industry.

By Bloomberg
Four-fifths of retirement plan advisors are talking about lifetime income
LIFE INSURANCE AND ANNUITIES SEP 18, 2024
Four-fifths of retirement plan advisors are talking about lifetime income

BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.

By Leo Almazora
Fed out of line and should cut by 0.5%, says Gundlach
FIXED INCOME SEP 17, 2024
Fed out of line and should cut by 0.5%, says Gundlach

DoubleLine Capital founder also predicts five cuts by end of 2024.

By James Burton
Vanguard investor program fails to rock proxy votes
ESG SEP 17, 2024
Vanguard investor program fails to rock proxy votes

The index investing giant's pilot program, which gave tens of thousands of investors a voice on ESG issues, is apparently having little impact on overall vote tallies.

By Bloomberg