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11 Investment Must Reads for This Week 2024-02-06 11 Investment Must Reads for This Week

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 must reads we found this week for wealth advisors.

byWealthManagement.com Staff

Feb 6, 2024

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1 Min Read

stock-market-price-chart.jpg

Magnificent Seven Implosion Can Wait Magnificent Seven Implosion Can Wait

byJonathan Levin

Feb 6, 2024

1 Min Read

Vanguard Group company sign

Vanguard Quietly Embraces AI in $13B of Quant Stock Funds Vanguard Quietly Embraces AI in $13B of Quant Stock Funds

Feb 6, 2024

1 Min Read

LPL’s $1.4T Gatekeeper Avoids Bitcoin-ETF Hype, for Now LPL’s $1.4T Gatekeeper Avoids Bitcoin-ETF Hype, for Now

byEmily Graffeo

Feb 6, 2024

1 Min Read

Spot Bitcoin ETFs Highlight a Busy Month of Launches Spot Bitcoin ETFs Highlight a Busy Month of Launches

byAniket Ullal, CFRA Research

Feb 5, 2024

28 Slides

Sue Thompson State Street NYSE

State Street’s Sue Thompson to Retire After 20 Years in ETFs State Street’s Sue Thompson to Retire After 20 Years in ETFs

byEmily Graffeo

Feb 5, 2024

1 Min Read

Dominick Carlino, global head of alternative investments, PGIM

Alternative Investments

PGIM Eyes the Wealth Channel as Part of Private Alts Push

PGIM Eyes the Wealth Channel as Part of Private Alts Push

byDavid Bodamer, Executive Editor, Investments

Magnficent 7 stocks Apple, Microsoft, Meta Platforms, Alphabet, Amazon covered call ETF

Magnificent 7 Covered Call ETF Gets a Lukewarm Reception

Magnificent 7 Covered Call ETF Gets a Lukewarm Reception

byElaine Misonzhnik, Senior Editor, Investments

Spot Bitcoin ETF Race: Global X is Out, Schwab May Be In

Spot Bitcoin ETF Race: Global X is Out, Schwab May Be In

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

Which Alternative Investments RIAs Favor Right Now

Which Alternative Investments RIAs Favor Right Now

byElaine Misonzhnik, Senior Editor, Investments

NYSE bell

The 2024 IPO Market: Trends and Predictions

The 2024 IPO Market: Trends and Predictions

David Canter and Matt Brown CAIS alternative investments RIA news

David Canter Joins CAIS as Strategic Advisor

David Canter Joins CAIS as Strategic Advisor

byAli Hibbs, Reporter

For Muni Investors, It's Been a Dry January

For Muni Investors, It's Been a Dry January

Pimco, DoubleLine, BlackRock Embrace Bond-Market Swings

Pimco, DoubleLine, BlackRock Embrace Bond-Market Swings

byMichael Mackenzie and Liz Capo McCormick

bitcoin

Bitcoin Futures Demand Cools as Spot ETF Era Concludes Key Arb Trade

Bitcoin Futures Demand Cools as Spot ETF Era Concludes Key Arb Trade

bySidhartha Shukla

‘Hot Sauce’ ETFs Will Thrive Even Without Jim Cramer Funds

‘Hot Sauce’ ETFs Will Thrive Even Without Jim Cramer Funds

byJonathan Levin

change traffic sign

13 Investment Must Reads for This Week

13 Investment Must Reads for This Week

byWealthManagement.com Staff

stock market graph

ETFs with the Worst One-Year Returns 2024-01-30

ETFs with the Worst One-Year Returns

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

Jim Cramer

Jim Cramer ETFs Are History With Closure of Struggling Short Fund

Jim Cramer ETFs Are History With Closure of Struggling Short Fund

byEmily Graffeo and Isabelle Lee

ESG and DEI Policies Were Always Luxury Goods

ESG and DEI Policies Were Always Luxury Goods

byMerryn Somerset Webb

Blackrock

BlackRock’s Model Portfolios Shift Billions Into Value Stocks

BlackRock’s Model Portfolios Shift Billions Into Value Stocks

byKatie Greifeld

wind turbine towers infrasctuture construction alternative investments

Alternative Investments

Asset Managers Launch Infrastructure Funds for the Wealth Channel

Asset Managers Launch Infrastructure Funds for the Wealth Channel

byElaine Misonzhnik, Senior Editor, Investments

investing chart risk assets alternative investments stocks, ETFs mutual funds

The Self-Healing Mechanism of Risk Assets

The Self-Healing Mechanism of Risk Assets

byLarry Swedroe, Head of Financial and Economic Research

Wealth Management Invest Podcast Hamilton Lane Steve Brennan

Alternative Investments

Wealth Management Invest: How Private Markets Are Becoming More Accessible

Wealth Management Invest: How Private Markets Are Becoming More Accessible

byDavid Bodamer, Executive Editor, Investments

green money maze

Estate Planning

ESG and Investing as a Trustee

ESG and Investing as a Trustee

byMatthew F. Erskine, Managing Partner

bitcoin ETFs volatility

‘Alameda Gap’ Keeps Bitcoin Volatile Even as ETFs Boost Trading Volume

‘Alameda Gap’ Keeps Bitcoin Volatile Even as ETFs Boost Trading Volume

ESG Hits Historic Low Point After US Investor Exodus From Funds

ESG Hits Historic Low Point After US Investor Exodus From Funds

byFrances Schwartzkopff

Adjusted for Risk: What Would Macro Strategist David Ader Do if He Was Fed Chairman?

Adjusted for Risk: What Would Macro Strategist David Ader Do if He Was Fed Chairman?

byRyan Nauman, Market Strategist

Chuck Cooper III StrongBox Wealth

StrongBox Wealth: Picking Deep Moat, Rising Dividend Stocks

StrongBox Wealth: Picking Deep Moat, Rising Dividend Stocks

byDiana Britton, Managing Editor

Global X Closures Show the Flipside of the ETF Boom

Global X Closures Show the Flipside of the ETF Boom

byDavid Bodamer, Executive Editor, Investments

Far From Dead, the 60/40 Portfolio Is Thriving

Far From Dead, the 60/40 Portfolio Is Thriving

byAlexandra Wilson-Elizondo

Bitcoin graph

15 Investment Must Reads This Week

15 Investment Must Reads This Week

byWealthManagement.com Staff

A Rough Climate for Private Equity Exits Leads to a Spike in Continuation Funds

Alternative Investments

A Rough Climate for Private Equity Exits Leads to a Spike in Continuation Funds

A Rough Climate for Private Equity Exits Leads to a Spike in Continuation Funds

byElaine Misonzhnik, Senior Editor, Investments

stock market graph

The Most Actively Traded ETFs in the Past Month 2024-01-23

The Most Actively Traded ETFs in the Past Month

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

Crypto Funds Saw Outflows Last Week After Debut of Bitcoin ETFs

Crypto Funds Saw Outflows Last Week After Debut of Bitcoin ETFs

Crypto Funds Saw Outflows Last Week After Debut of Bitcoin ETFs

byElijah Nicholson-Messmer (Bloomberg)