Displaying 12752 results
WisdomTree woos more advisors with portfolio solutions offering
The firm is doubling down on its $3.5B model portfolios business with a fresh push to help enhance investment advisors’ practices.
‘Roaring Kitty’ orchestrated GameStop pump and dump, class action alleges
A federal lawsuit against the famed meme stock influencer alleges he purchased 120,000 options before re-emerging to post about the company in May.
Ackman’s US closed-end fund set to debut at $50 per share
Seeking $25B from retail investors, Pershing Square's upcoming offering could become the largest closed-end fund in the country.
Europe a better place to visit than invest, advisors say
European stocks are inexpensive compared to US stocks and getting cheaper due to political turmoil.
Advisors’ shuffle away from cash reaches its fifth year
Advyzon research reveals steady decline in advisors’ cash allocations, along with ETFs’ decisive victory over mutual funds.
Stocks may seem serene, but watch out for these risks
There is nary a bear in sight, yet advisors need to take geopolitical worries into account, says a Wellington-Altus stategist.
A Republican makes a case for ESG and sustainable investing
Despite attacks on environmental, social, and governance data being used, one former Congressman said he is hopeful about climate investing.
Colorado bars advisor over high-risk options trades
"Buying options is fraught with risk for financial advisors," one attorney noted.
SSGA study shows financial advisors going for the gold
Gold has been shining in the past year and advisors are taking notice.
Wall Street banks pick up buyback pace ahead of key Fed tests
The six largest lenders bought back more than $14B in shares in the first quarter as regulators hint at "lite" version of new rules.
Finra bars two ex-Raymond James advisors who sold unapproved products
Firms must take reasonable steps to avoid financial advisors' selling away, one compliance expert noted.
Nvidia’s investment case will last for years, says “Big Short” portfolio manager
The $430B slide in the vaunted AI stock hasn't scratched the long-term story, according to Steve Eisman.
Whatever happened to all those Fed rate cuts Wall Street promised?
A Loomis Sayles fixed income strategist explains what happened and offers guidance on what investors can expect in the second half of 2024.
Advisors choose diversification as top benefit in private market investing
Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.
Stock rally loses steam as AI darling Nvidia enters correction territory
After a Cinderella run to become the most-expensive S&P 500 stock, the chipmaking colossus plunged nearly $400B.
No reason to abandon bull market yet, says Federated Hermes strategist
The road ahead might get choppier, but there's no obvious reason to deviate from the path, says Federated Hermes strategist Steven Chiavarone.
Investors and advisors continue to dump nontraded REITs
Patience is rarely rewarded when it comes to redemptions of some nontraded REITs, one executive noted.
Structured notes are turning heads among advisors, says CAIS
The leading alts provider reports a significant year-on-year demand spike for the flexible investment options as the quest for diversification continues.
Nvidia topples Microsoft to become the world’s most valuable company
The chip giant's shares have been on an unrelenting tear as AI fever continues to grip investors.
Bullish investors primed to drive stock rally, says BofA
US stocks and global equities will be the biggest beneficiaries as dollars rotate from cash, suggests survey.
