Investment

Does the wisdom of age outweigh the other limitations it can impose?

The report shows advisor interest in alternative investments even as some struggle with implementation, according to CAIA Managing Director Aaron Filbeck.

After suffering outflows in January, these long-only systematic funds popular with the retail crowd have now enjoyed five consecutive months of inflows and are on track to beat 2023’s haul. 

Schwab is the fifth-largest issuer of exchange-traded funds in the US, with its nearly $350 billion suite having more than doubled since 2019.

The new business, to be named Eldridge, is set to combine at least six existing platforms backed by Boehly’s Eldridge Industries with insurer Security Benefit.

Bitcoin retreated after setting a record of $73,798 in March and rallies back toward the peak have repeatedly fizzled.