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Tuesday, February 25, 2025 | 2:00 PM ET

Feb 25, 2025
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2:00 pm EST
stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios RisesAdvisor Use of Custom Model Portfolios Rises
byDavid Bodamer
Feb 11, 2025
1 Min Read
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What Is a CAT Bond?What Is a CAT Bond?
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Peakline Partners Bill Rudnick, executive managing director
Alternative Investments
Private Markets Investments Firm Cresset Partners Rebrands as Peakline PartnersCresset Partners Investment Firm Rebrands as Peakline Partners
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Feb 11, 2025
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Adjusted for Risk Podcast Bitcoin Ric Edelman
Alternative Investments
Adjusted for Risk: The Benefits of Bitcoin in Asset AllocationsAdjusted for Risk: The Benefits of Bitcoin in Asset Allocations
byRyan Nauman
Feb 11, 2025
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Q&A: Public REITs Can Weather Higher Interest RatesQ&A: Public REITs Can Weather Higher Interest Rates
byDavid Bodamer
Feb 10, 2025
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ETFs
Trump Media to Trademark a ‘Made in America ETF’ in Finance Push
Trump Media to Trademark a ‘Made in America ETF’
Feb 6, 2025
|
1 Min Read
byAnnie Massa
KKR logo on phone
Alternative Investments
KKR Calls Credit’s ‘iPhone Moment’ as Public, Private Markets Meld
KKR Calls Credit’s ‘iPhone Moment’
Feb 6, 2025
|
1 Min Read
byOlivia Raimonde
Jacksonville Jaguars Defensive End Arik Armstead
High Net Worth
Celebrities and Wealth Series: Q&A with NFLer Arik Armstead
Celebrities and Wealth Series: Q&A with NFLer Arik Armstead
Feb 6, 2025
|
1 Min Read
byEvan Vladem, Financial Advisor
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Alternative Investments
Infrastructure Investments in Motion that Will Stay in Motion
Infrastructure Investments in Motion that Will Stay in Motion
Feb 5, 2025
|
1 Min Read
byBrent Burnett, Head of Infrastructure and Real Assets, Hamilton Lane
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ETFs
U.S. ETF Industry Starts 2025 Strong with 75 Listings in January
75 New U.S. ETFs Launched in January
Feb 5, 2025
|
1 Min Read
Cohen & Steers office
ETFs
Cohen & Steers Enters ETF Arena
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Feb 4, 2025
|
1 Min Read
byDavid Bodamer, Executive Editor, Investments
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ETFs
10 Investment Must Reads for This Week (Feb. 4, 2025)
10 Investment Must Reads for This Week (Feb. 4, 2025)
Feb 4, 2025
|
1 Min Read
byWealthManagement.com Staff
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ETFs
Adjusted for Risk: Investing in AI Through Active ETFs
Adjusted for Risk: Investing in AI Through Active ETFs
Feb 4, 2025
byRyan Nauman, Market Strategist
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ETFs
The Impact of Vanguard’s ETF Fee Cuts Will Vary by Category
The Impact of Vanguard’s ETF Fee Cuts Will Vary by Category
Feb 4, 2025
|
1 Min Read
byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics
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Equities
Super Bowl Market Indicator – Myth or Truth?
Super Bowl Market Indicator – Myth or Truth?
Feb 4, 2025
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1 Min Read
byRyan Nauman, Market Strategist
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Investing Strategies
Direct Indexing Platform Frec Adds Portfolio Allocation Feature
Direct Indexing Platform Frec Adds Portfolio Allocation
Feb 3, 2025
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1 Min Read
byDavid Bodamer, Executive Editor, Investments
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Alternative Investments
Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline
Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline
Feb 3, 2025
|
1 Min Read
byDavid Bodamer, Executive Editor, Investments
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Alternative Investments
Ukraine's Rare Metals Offer Rare Opportunities
Ukraine's Rare Metals Offer Rare Opportunities
Feb 3, 2025
|
1 Min Read
byMitzi Perdue
iCapital office
Alternative Investments
iCapital Enhances Architect Tool; Partners with Apollo
iCapital Enhances Architect Tool; Partners with Apollo
Feb 3, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Yorkville Advisors President and Partner Mark Angelo
RIA
N.J.-Based Yorkville Advisors Affiliate Tapped as RIA for Trump Media’s Financial Venture
NJ-Based Yorkville Advisors Tapped as RIA for Trump Media's Truth.fi
Jan 31, 2025
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1 Min Read
byAlex Ortolani, Senior Reporter
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Investment
Vanguard Drops Expense Ratios on 43% of U.S. ETF, Mutual Funds
Vanguard Makes "Historic" Expense Drop on ETFs, Mutual Funds
Jan 31, 2025
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1 Min Read
byAlex Ortolani, Senior Reporter
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Alternative Investments
FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029
FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029
Jan 30, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
Truth Social Trump ETFs
ETFs
Trump’s Media Firm Makes Finance Push in Crypto, ETFs
Trump’s Media Firm Makes Finance Push in Crypto, ETFs
Jan 29, 2025
|
1 Min Read
byAnnie Massa
DeepSeek AI
Equities
CIOs Wrestle with DeepSeek Fallout
CIOs Wrestle with DeepSeek Fallout
Jan 29, 2025
|
1 Min Read
byDavid Bodamer, Executive Editor, Investments
Brandon Thomas, co-founder and co-chief investment officer at Envestnet
Investing Strategies
Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth
Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth
Jan 28, 2025
|
1 Min Read
byDavid Bodamer, Executive Editor, Investments
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Equities
10 Investment Must Reads for This Week (Jan. 28, 2025)
10 Investment Must Reads for This Week (Jan. 28, 2025)
Jan 28, 2025
|
1 Min Read
byWealthManagement.com Staff
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RIA
Advisor Sentiment Index: RIA Economic Optimism Ends 2024 at Record High
Advisor Sentiment Index: Economic Optimism Ends 2024 at Record High
Jan 27, 2025
|
1 Min Read
byWealthManagement.com Staff
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Digital Assets
Study: Bitcoin Allocations Above 2% Add Risk to Portfolios
Study: Bitcoin Allocations Above 2% Add Risk to Portfolios
Jan 27, 2025
|
1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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Alternative Investments
Retail Alts Fundraising Exceeded Expectations in 2024
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Jan 27, 2025
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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Investing Strategies
America’s Best Stock Picker Keeps Beating Passive Funds
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Jan 24, 2025
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1 Min Read
byMatthew A. Winkler
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Alternative Investments
KKR Combines $157B Infrastructure, Real Estate Businesses
KKR Combines $157B Infrastructure, Real Estate Businesses
Jan 23, 2025
|
1 Min Read
byAllison McNeely
Stock Chart
Estate Planning
Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock
Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock
Jan 23, 2025
|
1 Min Read
byTimothy J. Meinhart
Morningstar HQ
Alternative Investments
Morningstar, PitchBook Create Index for VC Unicorns
Morningstar, PitchBook Create Index for VC Unicorns
Jan 22, 2025
|
1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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ETFs
From Bogleheads to Gearheads: U.S. ETFs Are Rapidly Increasing in Complexity
U.S. ETFs Are Rapidly Increasing in Complexity
Jan 22, 2025
|
1 Min Read
byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

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