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Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs
ETFS MAR 24, 2025
Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs

The restrictions on certain money-market products mark the latest development in the ongoing turf war between ETFs and mutual funds.

By Bloomberg
Financial advisors face dollar dilemma as greenback weakens
MUTUAL FUNDS MAR 24, 2025
Financial advisors face dollar dilemma as greenback weakens

The US dollar has been weakening since the start of the year and that's impacting the investing decisions of wealth managers and their clients' spending choices.

By Gregg Greenberg
CAIS unveils alts model portfolio marketplace for advisors
ALTERNATIVES MAR 24, 2025
CAIS unveils alts model portfolio marketplace for advisors

The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.

By Leo Almazora
AI model under top-ranked fund's hood flashes warning on AI stocks
EQUITIES MAR 24, 2025
AI model under top-ranked fund's hood flashes warning on AI stocks

Despite their recent $2 trillion plunge, Nvidia and other tech mega-caps have been setting off alarms for the trading program since 2023.

By Bloomberg
State Street's Charles River, iCapital team up for innovative UMA solution
ALTERNATIVES MAR 24, 2025
State Street's Charles River, iCapital team up for innovative UMA solution

New platform helps advisors manage public and private assets in one place.

By Steve Randall
Ontario Pension Fund revamps PE business in light of global risk
ALTERNATIVES MAR 21, 2025
Ontario Pension Fund revamps PE business in light of global risk

The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.

By Bloomberg
Crash course: Meltdown in leveraged single-stock ETFs offers harsh lesson for investors
ETFS MAR 21, 2025
Crash course: Meltdown in leveraged single-stock ETFs offers harsh lesson for investors

A plunge in ultra-concentrated strategies, including two funds that have reportedly left investors with $1.7 billion in losses since launch, highlight risks from complex bets.

By Leo Almazora
JPMorgan relabels DEI program 'DOI' amid political backlash
ESG MAR 21, 2025
JPMorgan relabels DEI program 'DOI' amid political backlash

Banking giant stresses commitment to merit-based hiring, compensation, and promotion as anti-DEI orders from Trump reverberate across federal agencies and corporations.

By Bloomberg
Bonds rise as cloudy economic path supports case for Fed cuts
FIXED INCOME MAR 20, 2025
Bonds rise as cloudy economic path supports case for Fed cuts

Fed Chair Powell's "slightly less-hawkish tone," downplaying of recession risks while acknowledging elevated uncertainty, helped push down yields on Treasuries.

By Bloomberg
SEC unveils Marketing Rule guidelines around private investments, performance reporting
ALTERNATIVES MAR 20, 2025
SEC unveils Marketing Rule guidelines around private investments, performance reporting

New guidance addresses some areas of ambiguity for investment firms, but they may require a revamp for some materials.

By Leo Almazora
Once-burned hedge funds now shy to short Tesla amid extended stock plunge
EQUITIES MAR 20, 2025
Once-burned hedge funds now shy to short Tesla amid extended stock plunge

Having lost more than $5 billion in the EV carmaker's post-election pop, short-sellers are now weighing whether it's safe to bet against the Elon Musk-led firm again.

By Bloomberg
Trump says Fed should cut rates as tariff push heats up
FIXED INCOME MAR 20, 2025
Trump says Fed should cut rates as tariff push heats up

Fed stays pat ahead of next wave of tariffs.

By Bloomberg
Jefferies wins summary judgment against hedge fund founder over personal guarantee
ALTERNATIVES MAR 18, 2025
Jefferies wins summary judgment against hedge fund founder over personal guarantee

Court rules George Weiss personally liable for hedge fund’s collapse-era debts; bankruptcy backdrop reveals high spending and missteps.

By Matthew Sellers
March Madness special: Should financial advisors let their clients pick longshots?
EQUITIES MAR 17, 2025
March Madness special: Should financial advisors let their clients pick longshots?

Taking home first prize in an NCAA tournament pool often requires picking longshots and upsets. The same might be said for winning in the stock market.

By Gregg Greenberg
Bridgewater's flagship hedge fund surges amid volatile markets
ALTERNATIVES MAR 17, 2025
Bridgewater's flagship hedge fund surges amid volatile markets

The firm's flagship fund, which invests in stocks, bonds, currencies, and commodities, saw accelerated gains as some peers lost ground.

By Bloomberg
Turbulence tests 60-40 strategy's limits
EQUITIES MAR 17, 2025
Turbulence tests 60-40 strategy's limits

With bonds failing to provide a safety net for steeply falling stock prices, many investors are letting go of their "set it and forget it" approach.

By Leo Almazora
Fallen tech stocks fail to entice wary investors
EQUITIES MAR 17, 2025
Fallen tech stocks fail to entice wary investors

Big tech firms like Alphabet and Amazon are trading at bargain valuations, but a risk-averse market has meant no one's biting.

By Bloomberg
How structured credit investments can help with diversification
FIXED INCOME MAR 17, 2025
How structured credit investments can help with diversification

Sam Reid from $26.7B AUM alts asset manager Canyon Partners shares insights.

By Steve Randall
No new trial for convicted GPB Capital executives
ALTERNATIVES MAR 14, 2025
No new trial for convicted GPB Capital executives

"I've seen lots of denial in this business but this GPB thing take the cake," says one industry executive.

By Bruce Kelly
Gold soars past $3,000 as Trump turbocharges record rally
ALTERNATIVES MAR 14, 2025
Gold soars past $3,000 as Trump turbocharges record rally

Higher interest rates and a strong US dollar, which traditionally act as headwinds, haven't deterred market-stung investors from seeking refuge in the yellow metal.

By Bloomberg