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Crypto ETF options expand as Amplify, ProShares launch new funds this week
ETFS APR 29, 2025
Crypto ETF options expand as Amplify, ProShares launch new funds this week

Launches include Bitcoin and newly approved futures-based XRP funds

By Steve Randall
Financial advisors don't see ESG turnaround anytime soon
EQUITIES APR 28, 2025
Financial advisors don't see ESG turnaround anytime soon

Wealth managers comment on the latest Morningstar report, which revealed a global retreat from ESG funds, with record outflows of $8.6 billion in the first quarter.

By Gregg Greenberg
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed
EQUITIES APR 28, 2025
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed

Alphabet exceeded expectations, but this week will reveal four more

By Steve Randall
Harvard muni bonds a buy amid battle with Trump White House, Barclays says
FIXED INCOME APR 25, 2025
Harvard muni bonds a buy amid battle with Trump White House, Barclays says

Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."

By Bloomberg
Net Positive Consortium gains momentum with new members, first strategic partner
RIAS APR 25, 2025
Net Positive Consortium gains momentum with new members, first strategic partner

Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.

By Leo Almazora
Wealth managers ponder: Is the Magnificent 7 return for real?
EQUITIES APR 25, 2025
Wealth managers ponder: Is the Magnificent 7 return for real?

The Magnificent 7 stocks outperformed the greater S&P 500 this past week, helped by earnings. Advisors decide if this is only the start.

By Gregg Greenberg
Despite rocky market, ETF launches for retail mavericks roll on
ETFS APR 25, 2025
Despite rocky market, ETF launches for retail mavericks roll on

A decline in bullishness across Wall Street has not stifled financial innovation in the ETF industry, with scores of new funds minted including leveraged and exotic bets.

By Bloomberg
Advisors handicap the brewing battle between Trump and Powell
EQUITIES APR 24, 2025
Advisors handicap the brewing battle between Trump and Powell

It's a showdown for the ages as wealth managers assess its impact on client portfolios.

By Gregg Greenberg
Apollo ramps up retail push with 'New Markets' division
ALTERNATIVES APR 24, 2025
Apollo ramps up retail push with 'New Markets' division

The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.

By Bloomberg
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead
EQUITIES APR 24, 2025
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead

Markets digest latest words on trade war, Fed chair’s position.

By Steve Randall
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls
EQUITIES APR 23, 2025
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.

By Gregg Greenberg
New York Dems push for return of tax on stock sales
EQUITIES APR 23, 2025
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

By Bloomberg
Is the 'sell America trade' a real thing? Wealth managers weigh in
EQUITIES APR 22, 2025
Is the 'sell America trade' a real thing? Wealth managers weigh in

Whenever stocks, Treasury prices and the dollar go down together, the idea of a 'sell America trade' goes up.

By Gregg Greenberg
Invesco, Barings forge retail private credit-tie up
ALTERNATIVES APR 22, 2025
Invesco, Barings forge retail private credit-tie up

The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.

By Bloomberg
Trump targets Harvard's tax-exempt status. What's the upshot for charitable giving?
RIAS APR 21, 2025
Trump targets Harvard's tax-exempt status. What's the upshot for charitable giving?

RIA founders and C-suite leaders weigh in on the impact for philanthropic clients, and why now could mark a moment in time for investors to make an impact.

By Leo Almazora
Advisors discuss the best ways to grow AUM during an economic downturn
EQUITIES APR 21, 2025
Advisors discuss the best ways to grow AUM during an economic downturn

A new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when the economy slows.

By Gregg Greenberg
REIT funds poised for a comeback
ALTERNATIVES APR 21, 2025
REIT funds poised for a comeback

Office space stands out as the drag on REIT performance, while cell towers and data centers ride the technology wave.

By Jeff Benjamin
Doors open to private markets
ALTERNATIVES APR 21, 2025
Doors open to private markets

However, the realities of higher fees, less liquidity, and the retailization of ETFs mean financial advisors should tread carefully

By Jeff Benjamin
Chase gold or scoop up stocks? Advisors debate their next moves
EQUITIES APR 21, 2025
Chase gold or scoop up stocks? Advisors debate their next moves

Wealth managers discuss the sharp move higher in gold and what it says about both the market and the economy.

By Gregg Greenberg
Judge OKs release of $400 million to besieged GPB investors
ALTERNATIVES APR 21, 2025
Judge OKs release of $400 million to besieged GPB investors

Meanwhile, GPB senior executives' sentencing for fraud pushed to May.

By Bruce Kelly