Adviser Investments, Ropes Wealth Advisors Combine to Create $15B RIA
Wealth Management
MAY 16, 2023
Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.
12 Investment Must Reads for This Week (March 18, 2025)
Wealth Management
MARCH 18, 2025
Recent market volatility has perked new interest among investors and advisors in buffer ETFs. These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade.
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10 Investment Must Reads for This Week
Wealth Management
JULY 16, 2024
These are among the investment must reads we found this week for wealth advisors. BlackRock’s plans to leverage its recent acquisition of Preqin to build private market ETFs have drawn skeptics, reports the Financial Times. Fortune profiled nine executives in the burgeoning private credit arena.
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Nine Investment Must Reads This Week
Wealth Management
APRIL 16, 2024
KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. These are among the investment must reads we found this week for wealth advisors. Morningstar published an explainer on the growing world of interval funds.
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10 Investment Must Reads for This Week
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. These are among the investment must reads we found this week for wealth advisors.
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11 Investment Must Reads This Week
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.
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10 Investment Must Reads for This Week
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.
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10 Investment Must Reads This Week
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.
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Nine Investment Must Reads for This Week
Wealth Management
MAY 28, 2024
Impact investment funds perform as well as regular private market funds in delivering returns, according to Preqin research. These are among the investment must reads we found this week for wealth advisors. JPMorgan predicts Ethereum ETFs will start trading within the next six months.
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12 Investment Must Reads for This Week
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.
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10 Investment Must Reads for This Week (Oct. 1, 2024)
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. These are among the investment must reads we found this week for wealth advisors.
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10 Investment Must Reads This Week
Wealth Management
APRIL 23, 2024
Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. These are among the investment must reads we found this week for wealth advisors. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds.
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World Investment Advisors Acquires $3.5B Raymond James Team
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.
11 Investment Must Reads for This Week
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. After nearly four months of steady outflows, Grayscale’s Bitcoin ETF broke its losing streak and posted its first net inflows since January.
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10 Investment Must Reads for This Week
Wealth Management
JUNE 11, 2024
Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. These are among the investment must reads we found this week for wealth advisors.
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10 Investment Must Reads for This Week (Nov. 26, 2024)
Wealth Management
NOVEMBER 26, 2024
Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.
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Former Wells Fargo Advisor Recruiting Head Joins PNC Investments
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.
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11 Investment Must Reads for This Week
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.
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11 Investment Must Reads for This Week
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.
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10 Investment Must Reads for This Week (April 1, 2025)
Wealth Management
APRIL 1, 2025
In his annual investors letter, BlackRock CEO Larry Fink focused on the growing trend of offering private markets access to the wealth channel. These are among the investment must reads we found this week for wealth advisors. Morningstar took a hard look at some of the new access points for private credit.
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10 Investment Must Reads for This Week
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.
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Eight Investment Must Reads for This Week
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.
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10 Investment Must Reads This Week
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.
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11 Investment Must Reads for This Week (Oct. 22, 2024)
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.
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10 Investment Must Reads for This Week (Oct. 29, 2024)
Wealth Management
OCTOBER 29, 2024
These are among the investment must reads we found this week for wealth advisors. Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.
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Eight Investment Must Reads This Week
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.
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11 Investment Must Reads for This Week
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.
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10 Investment Must Reads for This Week
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.
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11 Investment Must Reads This Week
Wealth Management
FEBRUARY 27, 2024
These are among the investment must reads we found this week for wealth advisors. Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Retail investor activity helped drive the crypto market rally in January, says JP Morgan.
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10 Investment Must Reads for This Week (Oct. 8, 2024)
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.
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10 Investment Must Reads This Week
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.
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11 Investment Must Reads for This Week
Wealth Management
JULY 9, 2024
These are among the investment must reads we found this week for wealth advisors. ETFs in the first half of 2024, the highest six-month total since the second half of 2021, according to Morningstar. A Bloomberg analyst said July 18 is his “best guess” as to when spot Ethereum ETFs could be approved.
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11 Investment Must Reads for this Week (Nov. 5, 2024)
Wealth Management
NOVEMBER 5, 2024
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. BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds.
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10 Investment Must Reads This Week
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.
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Nine Investment Must Reads for This Week (Nov. 19, 2024)
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. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing.
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12 Investment Must Reads This Week
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.
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11 Investment Must Reads for This Week
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.
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13 Investment Must Reads This Week
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.
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13 Investment Must Reads This Week
Wealth Management
APRIL 2, 2024
These are among the investment must reads we found this week for wealth advisors. Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire.
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Seven Investment Must Reads for This Week (Jan. 14, 2025)
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.
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10 Investment Must Reads for This Week (Nov. 12, 2024)
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.
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10 Investment Must Reads This Week
Wealth Management
JANUARY 16, 2024
BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire. These are among the investment must reads we found this week for wealth advisors.
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12 Investment Must Reads for This Week (Sept. 24, 2024)
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.
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12 Investment Must Reads This Week
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.
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