Wealth Management IQ and ISS Market Intelligence (ISS MI) have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business.
Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the...
The Advisor Sentiment Index, relaunched in January, suggests financial advisors are much more optimistic about the state of the stock market than they are about the broader economy—though most expect the economy to...
Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space. Opportunity Zone fundraising waned in 2023, according to data from Novogradac. These are among the investment must reads we...
The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. The inclusion of a stock in...
Morningstar profiled the 15 funds that have destroyed the most wealth over the past 10 years. Investors who lost money on a deal are trying to shut down a real estate crowdfunding site. These are among the investment...
The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new...
Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs. Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we...
After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader...
