S&P Dow Jones’ updated methodology for some of its indices has impacted $300 billion in ETFs, reports Financial Times. Mergers & Acquisitions looks at whether evergreen funds can scale up, given their promise of greater liquidity for investors...

The alternative investment platform doubled the volume of assets on its platform since December 2023.

The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut rates.

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third quarter alone.

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C broadens its Accord rollout.

Banks and private credit lenders have been in tense competition to provide financing for what’s been a thin pipeline of mergers and acquisitions.