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US equities have never been this out of favor with fund managers
INDUSTRY NEWS MAR 18, 2025
US equities have never been this out of favor with fund managers

BofA survey finds record low exposure to US stocks.

By Bloomberg
Who has Trump picked as his top Fed enforcer?
INDUSTRY NEWS MAR 18, 2025
Who has Trump picked as his top Fed enforcer?

Appointment cheered by Wall Street amid expectation of supportive tone.

By Bloomberg
S&P bulls focus on corporate execs for positive signals on stock rout
INDUSTRY NEWS MAR 18, 2025
S&P bulls focus on corporate execs for positive signals on stock rout

Stock pickers are keenly observing leaders buying their own firm's shares.

By Bloomberg
Why Wall Street is keen to tap European ETF market
INDUSTRY NEWS MAR 18, 2025
Why Wall Street is keen to tap European ETF market

JPMorgan, BlackRock among firms planning to launch new funds this year.

By Bloomberg
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
Stifel loses another hefty arbitration case – this time to ex-advisors
BROKER DEALERS MAR 17, 2025
Stifel loses another hefty arbitration case – this time to ex-advisors

This dispute centered on a group of Stifel Financial advisors who left the firm two years ago to an RIA.

By Bruce Kelly
'We have something special here'
BROKER DEALERS MAR 17, 2025
'We have something special here'

Janney Montgomery Scott's president and CEO tells IN about the firm's acquisition by KKR, the equity ownership arrangement for all its advisor employees, and how it plans to continue for another 200 years.

By Leo Almazora
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
ICI floats '40 Act revamp to support middle-class wealth creation
INDUSTRY NEWS MAR 17, 2025
ICI floats '40 Act revamp to support middle-class wealth creation

Policy proposal offers recommendations on dual-share class funds, semi-transparent ETFs, and expanded flexibility for closed-end funds to include private market assets.

By Leo Almazora
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
More workers dipped into their retirement savings last year, Vanguard finds
RETIREMENT PLANNING MAR 17, 2025
More workers dipped into their retirement savings last year, Vanguard finds

Sneak peek into annual defined contribution plan report shows average participant balances reached an all-time high amid rising equity markets.

By Leo Almazora
Decades-old will leaves fate of late actor Gene Hackman's $80M fortune uncertain
INDUSTRY NEWS MAR 17, 2025
Decades-old will leaves fate of late actor Gene Hackman's $80M fortune uncertain

The iconic actor's death alongside his wife, Betsy Arakawa, leaves pressing questions about what happens next to his assets.

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
Social Security Administration sets record straight on dead people getting benefits
RETIREMENT PLANNING MAR 17, 2025
Social Security Administration sets record straight on dead people getting benefits

Of millions of deaths reported yearly, just a fraction of a percent are "erroneously reported" cases that need to be corrected, the agency said.

By Leo Almazora
Trillions wiped off equities but don't worry, it’s 'healthy' says Bessent
INDUSTRY NEWS MAR 17, 2025
Trillions wiped off equities but don't worry, it’s 'healthy' says Bessent

US Treasury secretary says that markets will 'do great' over longer term.

By Steve Randall
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
Trump confirms sectoral, retaliatory tariffs for April 2
INDUSTRY NEWS MAR 17, 2025
Trump confirms sectoral, retaliatory tariffs for April 2

President says its will be a 'liberating day' for the US.

By Bloomberg
RBC strategists join peers in downbeat outlook for US stocks
INDUSTRY NEWS MAR 17, 2025
RBC strategists join peers in downbeat outlook for US stocks

Goldman, Deutsche, JPMorgan have also lowered outlooks for 2025.

By Bloomberg
UBS believes the gold run will go further as haven demand rises
INDUSTRY NEWS MAR 17, 2025
UBS believes the gold run will go further as haven demand rises

Asset manager has boosted its outlook in response to trade war escalation.

By Bloomberg
Money managers grapple with the new reality of sustainable investing
INDUSTRY NEWS MAR 17, 2025
Money managers grapple with the new reality of sustainable investing

But do they side with US sentiment or forge their own path?

By Bloomberg