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Cerulli Sees More Advisors Using SMAs Cerulli Sees More Advisors Using SMAs

Advisor use of separately-managed accounts as standalone programs and part of unified managed accounts will soon exceed $2 trillion in assets, the research firm found.

byDavid Bodamer, Executive Editor, Investments

Jan 22, 2024

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1 Min Read

Luma And Yieldstreet to Expand Advisor Access to Alternatives

Luma And Yieldstreet to Expand Advisor Access to Alternatives Luma And Yieldstreet to Expand Advisor Access to Alternatives

byDavis Janowski

Jan 19, 2024

1 Min Read

Some IBDs Limiting Advisor Use of Bitcoin ETFs

Some IBDs Limiting Advisor Use of Bitcoin ETFs Some IBDs Limiting Advisor Use of Bitcoin ETFs

byDiana Britton

Jan 18, 2024

1 Min Read

Alternative Investments

Morningstar To Use iCapital to Help Advisors Access Alternatives Morningstar To Use iCapital to Help Advisors Access Alternatives

byDavid Bodamer

Jan 17, 2024

1 Min Read

Traders Pull $579 Million Out of Grayscale Bitcoin ETF

Traders Pull $579 Million Out of Grayscale Bitcoin ETF Traders Pull $579 Million Out of Grayscale Bitcoin ETF

byEmily Graffeo (Bloomberg)

Jan 17, 2024

1 Min Read

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Can 401(k) Plan Fees Fall to Zero?Can 401(k) Plan Fees Fall to Zero?

byFred Barstein

Jan 17, 2024

1 Min Read

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10 Investment Must Reads This Week 2024-01-16

10 Investment Must Reads This Week

byWealthManagement.com Staff

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What is Innovation in the Mid-Cap Space

What is Innovation in the Mid-Cap Space

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ETFs With the Greatest Inflows in the Past Year

ETFs With the Greatest Inflows in the Past Year

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

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Alternative Investments

Fund Managers are Bullish on REITs in 2024

Fund Managers are Bullish on REITs in 2024

byElaine Misonzhnik, Senior Editor, Investments

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UHNW Merrill Customers Could Get Bitcoin ETF Access Today

UHNW Merrill Customers Could Get Bitcoin ETF Access Today

byPatrick Donachie, Senior Reporter

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Spot Bitcoin ETF Race Kicks Off With a Fee War

Spot Bitcoin ETF Race Kicks Off With a Fee War

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

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What to Tell Investor Clients About Bitcoin ETFs

What to Tell Investor Clients About Bitcoin ETFs

byAinsley Thomson

Alternative Investments

Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed

Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed

byElaine Misonzhnik, Senior Editor, Investments

SEC Approves 11 Bitcoin ETFs

SEC Approves 11 Bitcoin ETFs

byPatrick Donachie, Senior Reporter

Adjusted for Risk: AdvisorShares' Noah Hamman Puts a Spotlight on Active ETFs

Adjusted for Risk: AdvisorShares' Noah Hamman Puts a Spotlight on Active ETFs

byRyan Nauman, Market Strategist

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Four Bitcoin ETF Hopefuls Slash Fees Before Funds Even Launch

Four Bitcoin ETF Hopefuls Slash Fees Before Funds Even Launch

byKatie Greifeld

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Morgan Stanley Displaces Citigroup as Least-Loved Big Bank Stock

Morgan Stanley Displaces Citigroup as Least-Loved Big Bank Stock

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12 Investment Must Reads This Week 2024-01-09

12 Investment Must Reads This Week

byWealthManagement.com Staff

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ETFs With the Greatest Outflows in the Past Year

ETFs With the Greatest Outflows in the Past Year

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

REITs End 2023 on a High Note Amid Favorable Interest Rate Outlook

REITs End 2023 on a High Note Amid Favorable Interest Rate Outlook

byDavid Bodamer, Executive Editor, Investments

Grayscale’s 1.5% Fee Is Higher Than Spot Bitcoin ETF Competitors Like Fidelity, Invesco

Grayscale’s 1.5% Fee Is Higher Than Spot Bitcoin ETF Competitors Like Fidelity, Invesco

byKatie Greifeld

Alternative Investments

Private Credit Pivots to Funds Giving More Access to Client Cash

Private Credit Pivots to Funds Giving More Access to Client Cash

bySilas Brown and Kat Hidalgo

Blackstone’s First Private Equity Fund for Rich Individuals Gets $1.3B

Alternative Investments

Blackstone’s First Private Equity Fund for Rich Individuals Gets $1.3B

Blackstone’s First Private Equity Fund for Rich Individuals Gets $1.3B

Alternative Investments

The Case for the 40/30/30 Portfolio

The Case for the 40/30/30 Portfolio

byMichael Weisz

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Estate Planning

Live From Heckerling: ESG Investing for Trustees

Live From Heckerling: ESG Investing for Trustees

byDawn S. Markowitz, Legal Editor

David Tepper

Alternative Investments

Tepper’s $2 Billion Hedge Fund Payday Marred by NFL Meltdown

Tepper’s $2 Billion Hedge Fund Payday Marred by NFL Meltdown

byTom Maloney and Katherine Burton

Alternative Investments

Private Equity Funds Are Borrowing Against Themselves, With the Help of Insurers

Private Equity Funds Are Borrowing Against Themselves, With the Help of Insurers

Bond Traders Are Resolute on 2024 Fed Cuts as Data Whips Yields

Bond Traders Are Resolute on 2024 Fed Cuts as Data Whips Yields

byLiz Capo McCormick

Money-Market Fund Assets Rise to New All-Time High

Money-Market Fund Assets Rise to New All-Time High

byAlexandra Harris

What's in my model portfolio: Andy Stout, CIO, Allworth Financial

Allworth Financial: A Disciplined Process and Proprietary Scorecard

Allworth Financial: A Disciplined Process and Proprietary Scorecard

byDiana Britton, Managing Editor

Alternative Investments

Private Credit Helps PE Peers by Making Deal Financing Portable

Private Credit Helps PE Peers by Making Deal Financing Portable

byJohn Sage and Ellen Schneider

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Stock Skeptics Say $6T Cash Waiting on Sidelines Is a Mirage

Stock Skeptics Say $6T Cash Waiting on Sidelines Is a Mirage

byKatie Greifeld

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Alternative Investments

Citi Alumni Plan Bitcoin Securities That Don’t Need SEC Approval

Citi Alumni Plan Bitcoin Securities That Don’t Need SEC Approval

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Exploring Key Considerations of Single Family Offices for 2024

Exploring Key Considerations of Single Family Offices for 2024

byIlias Georgopoulos