Wealth Management

JUNE 18, 2024

Blackrock’s Chief Investment Officer reported that while hedge funds and brokerages have dipped into spot bitcoin ETFs, RIAs have been slower to embrace them. Morgan Stanley is adding more manager-traded SMAs to its UMA platform, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investing 285

Investing Investments Wealth Advisor Management 285

Wealth Management

APRIL 30, 2024

These are among the investment must reads we found this week for wealth advisors. After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETFs trends to watch in the current market environment.

Investments 284

Investments Investing Wealth Advisor Marketing 284

Wealth Management

AUGUST 6, 2024

Amid the market rancor in recent days, some wirehouse advisors are telling clients to “buy the dip,” reports FundFire. The unwinding of a popular carry trade borrowing in yen and investing in other currencies is a culprit in the increased market volatility.

Investing 279

Investing Investments Wealth Advisor Clients 279

Abnormal Returns

JANUARY 13, 2025

(morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. riabiz.com) The biz A Q&A with Dave Welling CEO of Mercer Advisors about their new equity partner. kitces.com) 9 questions for Bob Veres about future of wealth management.

Wealth Management 159

Wealth Management Financial Advising Wealth Advisor Valuation 159

Wealth Management

OCTOBER 1, 2024

Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales.

Wealth Advisor 278

Wealth Advisor Investments Investing Assets 278

Wealth Management

SEPTEMBER 3, 2024

These are among the investment must reads we found this week for wealth advisors. YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. ETF.com has published a guide to leveraged ETFs.

Investments 281

Investments Investing Wealth Advisor 281

Wealth Management

MAY 7, 2024

Several asset managers made moves to bolster their products targeting the private wealth channel. These are among the investment must reads we found this week for wealth advisors.

Investments 283

Investments Investing Wealth Advisor Assets 283

Wealth Management

JUNE 4, 2024

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

Investments 277

Investments Investing Wealth Advisor 277

Wealth Management

OCTOBER 22, 2024

Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investing 287

Investing Investments Wealth Advisor Assets 287

Wealth Management

AUGUST 27, 2024

These are among the investment must reads we found this week for wealth advisors. Options strategies are increasingly being packaged into SMAs, reports FundFire. The outcome of the U.S. elections has cast some uncertainty on the future of private infrastructure funds.

Investments 276

Investments Investing Wealth Advisor 276

Wealth Management

OCTOBER 29, 2024

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. These are among the investment must reads we found this week for wealth advisors. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.

Wealth Advisor 287

Wealth Advisor Investments Investing Assets 287

Wealth Management

OCTOBER 8, 2024

These are among this week’s investment must reads for wealth advisors. Mergers & Acquisitions looks at whether evergreen funds can scale up, given their promise of greater liquidity for investors.

Wealth Advisor 289

Wealth Advisor Investments Investing 289

Wealth Management

FEBRUARY 6, 2024

Morningstar profiled the 15 funds that have destroyed the most wealth over the past 10 years. These are among the investment must reads we found this week for wealth advisors. Investors who lost money on a deal are trying to shut down a real estate crowdfunding site.

Investments 300

Investments Investing Wealth Advisor 300

Wealth Management

NOVEMBER 5, 2024

BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads we found this week for wealth advisors.

Investing 278

Investing Investments Wealth Advisor Assets 278

Wealth Management

NOVEMBER 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. These are among the investment must reads we found this week for wealth advisors.

Investing 278

Investing Investments Wealth Advisor Management 278

Wealth Management

NOVEMBER 25, 2024

Brendan Krebs will lead PNC Investments' Wealth Advisor team, reporting to President and CEO Richard Guerrini and helping build out the firm’s increasing focus on mass affluent clients.

Recruitment 272

Recruitment Wealth Advisor Investing Investments 272

Wealth Management

MARCH 19, 2024

Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors. Grayscale has signaled that it intends to lower fees on its Bitcoin ETF.

Investing 282

Investing Investments Wealth Advisor Planning 282

Wealth Management

AUGUST 12, 2024

These are among the investment must reads we found this week for wealth advisors. The increased volatility in equities markets in recent weeks has been a boon for some parts of the bond market as investors seek safety, reports Morningstar.

Investments 272

Investments Investing Wealth Advisor Accounting 272

Wealth Management

SEPTEMBER 10, 2024

Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart. These are among the investment must reads we found this week for wealth advisors.

Investing 257

Investing Investments Wealth Advisor Assets 257

Wealth Management

JULY 17, 2024

Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.

Investment Advisor 261

Investment Advisor Investing Investments Wealth Advisor 261

Wealth Management

MARCH 12, 2024

These are among the investment must reads we found this week for wealth advisors. Publicly listed REITs are trading at a 15% discount to their consensus NAVs, based on S&P Global Market Intelligence data.

Investments 288

Investments Investing Wealth Advisor Marketing 288

Wealth Management

FEBRUARY 13, 2024

The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. These are among the investment must reads we found this week for wealth advisors.

Investing 284

Investing Investments Wealth Advisor Assets 284

Wealth Management

JUNE 25, 2024

These are among the investment must reads we found this week for wealth advisors. The explosion in private credit has had the unintended effect of reducing the broader financial system’s leverage, according to Investing.com.

Investments 261

Investments Investing Wealth Advisor 261

Wealth Management

MAY 20, 2024

These are among the investment must reads we found this week for wealth advisors. The approval process for spot Ethereum ETFs is running into some roadblocks, reports FX Empire. Mergers & Acquisitions looks at the benefits and drawbacks of long-hold funds vs. secondaries.

Investments 253

Investments Investing Wealth Advisor 253

Wealth Management

AUGUST 20, 2024

Vanguard published its most recent investment and economic outlook, which lays out its bull case for bonds. These are among the investment must reads we found this week for wealth advisors. With the election season heating up, Morningstar looked at how the potential outcomes could affect investors.

Investing 252

Investing Investments Wealth Advisor Economics 252

Wealth Management

NOVEMBER 12, 2024

These are among the investment must reads we found this week for wealth advisors. It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs.

Wealth Advisor 274

Wealth Advisor Investments Investing 274

Wealth Management

FEBRUARY 27, 2024

Non-traded alternative managers raised $7.6 These are among the investment must reads we found this week for wealth advisors. billion in January, according to data from Robert A. Retail investor activity helped drive the crypto market rally in January, says JP Morgan.

Investments 277

Investments Investing Wealth Advisor Retail 277

Wealth Management

APRIL 23, 2024

Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors.

Investments 252

Investments Investing Wealth Advisor Assets 252

Wealth Management

JANUARY 14, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com.

Wealth Advisor 265

Wealth Advisor Investments Investing Portfolio 265

Wealth Management

FEBRUARY 20, 2024

These are among the investment must reads we found this week for wealth advisors. Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space. Opportunity Zone fundraising waned in 2023, according to data from Novogradac.

Investments 269

Investments Investing Wealth Advisor 269

Wealth Management

AUGUST 12, 2024

These are among the investment must reads we found this week for wealth advisors. The increased volatility in equities markets in recent weeks has been a boon for some parts of the bond market as investors seek safety, reports Morningstar.

Investments 254

Investments Investing Wealth Advisor Accounting 254

Wealth Management

SEPTEMBER 24, 2024

These are among the investment must reads we found this week for wealth advisors. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters.

Wealth Advisor 264

Wealth Advisor Investments Investing 264

Wealth Management

MARCH 5, 2024

These are among the investment must reads we found this week for wealth advisors. Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF. PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities.

Investments 268

Investments Investing Wealth Advisor Assets 268

Wealth Management

JANUARY 9, 2024

These are among the investment must reads we found this week for wealth advisors. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek.

Investments 267

Investments Investing Wealth Advisor 267

Wealth Management

JULY 23, 2024

These are among the investment must reads we found this week for wealth advisors. Stanger Co. Cooling inflation has led to a rally in small cap stocks, benefiting ETFs built around that strategy, reports ETF Stream.

Investments 241

Investments Investing Wealth Advisor 241

Wealth Management

MARCH 4, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios.

Wealth Advisor 251

Wealth Advisor Investments Investing Portfolio 251

Wealth Management

JANUARY 23, 2024

These are among the investment must reads we found this week for wealth advisors. Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs. Private equity fundraising hit a six-year low in 2023, according to Preqin data.

Investments 258

Investments Investing Wealth Advisor 258