The old 60-40 formula for stocks and bonds has run into trouble
With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.
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First Eagle expands into asset-based lending with new hires
The manager joins firms including JPMorgan and Arena Investors in seeking opportunities in the sector, particularly in the wake of the coronavirus pandemic.
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Many fund managers could keep trades secret under SEC plan
Almost 90% of smaller fund managers would no longer have to report their investments and their firms would save $136 million a year, the agency estimates.
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A CARES Act RMD bonus for retirement savers
Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know
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IBD Elite 2020: Which IBDs are leading shift to fee-based revenue?
In a sign of long term changes and pivotal questions for the industry, the difference between the amount of fees and commissions in the sector has nearly doubled.
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$6B UBS hedge fund crushes peers
Funds that follow a similar approach lost 5.1% over the period, according to Hedge Fund Research.
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Wall Street’s campaign to hire Black talent isn’t going so well
Over the past 15 years, Black participation in the industry has stalled at a mere 8% — a figure that typically dwindles heading up the leadership ranks.
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$1.4B team quits Morgan Stanley to go indie
Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.
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PPP loans and advisors: 5 key takeaways
Investment advice firms netted hundreds of millions of dollars. Here’s where they’re based, what lenders they turned to, and more.
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Wells Fargo readying thousands of job cuts to start in 2020
The move would potentially set a bleak precedent for an industry that’s been resisting mass layoffs as the coronavirus pandemic worsens.
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RBC pulls in two advisors managing $550M
They left Merrill Lynch and Wells Fargo to join their new firm.
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Nuveen’s junk muni fund received $1B lifeline from TIAA
Mass exodus from the market has forced managers to dump securities to raise cash, sending prices tumbling the most in at least four decades.
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Wealthy clients get richer, and frustrated with fees
Affluent investors are concerned about transparency, performance and value, according to a new report by Capgemini.
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KKR to buy Global Atlantic, adding almost $90B in assets
Its rivals have been building out their own insurance arms in recent years and have brought on executives who can help them attract more business.
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Mutual fund giant Janus Henderson finds a stock to love: Its own
The firm announced plans in March to acquire $200 million of its stock and has been in the market on average once every three trading days since.
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Why Riskalyze, Snappy Kraken took PPP loans: ‘It wasn’t a close call,’ CEO says
The funds helped the firms offset diminished revenue and preserve jobs, executives say.
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SEC bars ex-LPL advisor accused of Taylor Swift Africa scam
The rep defrauded clients with promises of a “lucrative investment” tied to the popstar that would also “help needy people,” according to regulators.
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DoL overhauls retirement rules. Here’s what advisors need to know
The Labor Department’s short comment period is one reason to get up to speed, fast.
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20 index funds with the biggest net flows of the decade
They raked in a combined $949 billion over the past 10 years.
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Index funds with the biggest 10-year net flows down 3% in 2020
The leaders raked in a combined $949 billion over the past decade.
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