JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.  

Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.

The arrangements being negotiated generally involve Fidelity taking 15% of total fund revenue for listing and maintaining ETFs on its platform.

Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. Morningstar explored how investors should consider allocating to private equity. These are among the investment must reads we found...

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

The iShares Bitcoin Trust has attracted the greatest inflow since going live, $16.5 billion, while investors have pulled $17.7 billion from the Grayscale fund over the same period.

Impact investment funds perform as well as regular private market funds in delivering returns, according to Preqin research. JPMorgan predicts Ethereum ETFs will start trading within the next six months. These are among the investment must reads...

Ethereum ETFs from BlackRock, Grayscale and others are one step closer to being available on the NYSE Arca, Nasdaq and Cboe BZX exchanges.