Private Credit Is Seen Offering Shelter From Storm

Mar 04, 2024

Default danger rises in high-yield debt, while stress in commercial real estate ramps up.

Feb 20, 2024

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. These are among the investment must reads we found this week for wealth...

Family Offices Cut Stocks, Boosted Real Assets in 2023, KKR Says

Feb 14, 2024

Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.

Why Some Investors Are Bullish on Private Real Estate

Feb 14, 2024

Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.

Half of U.S. Households Own REIT Stocks

Feb 09, 2024

Through mutual funds, ETFs, target date funds and direct stock ownership, 168 million Americans have exposure to publicly traded REITs.

13 Investment Must Reads for This Week

Jan 30, 2024

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors...

Asset Managers Launch Infrastructure Funds for the Wealth Channel

Jan 29, 2024

Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.

Edelman Presses Court to Let Suit Against Mariner Continue

Jan 17, 2024

Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."

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What is Innovation in the Mid-Cap Space

Jan 16, 2024

Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and...

Fund Managers are Bullish on REITs in 2024

Jan 12, 2024

With healthy property fundamentals and a favorable interest rate environment, REIT fund managers expect the sector to deliver double digit returns this year.