David Bodamer

After a sluggish first six months of 2023, publicly-traded REIT total returns are up more than 10% in the third quarter and by double-digits year-to-date.

The new study combines years of research to gauge what clients value most and what areas advisors can focus on in strengthening relationships.

The segment is just ahead of interval funds among limited liquidity vehicles, according to Robert A. Stanger & Co.

In its annual “Mind the Gap” study, Morningstar found that average investors lose out on 15% of fund returns.

In recent earnings calls, both alternative asset managers provided updates on their respective products as they plan to enter an increasingly crowded playing field.

Morgan Stanley is the first wirehouse to let advisors actively solicit investments in spot bitcoin ETFs to certain clients, approving products from BlackRock and Fidelity.

The firm's K-Series now takes in $900 million monthly, while its collaboration with Capital Group is on track to roll out its first funds next year.

U.S. ETFs are on pace for more than $700 billion in net flows in 2024, and net assets stand at more than $9 trillion.