Wealth Management

AUGUST 8, 2024

In recent earnings calls, both alternative asset managers provided updates on their respective products as they plan to enter an increasingly crowded playing field.

Retail 312

Retail Assets Planning Management 312

Wealth Management

AUGUST 1, 2024

The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.

Assets 321

Assets Retail Management Investments 321

Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w

Assets 252

Assets Clients Marketing Marketing 252

Wealth Management

MAY 30, 2024

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

Retail 280

Retail Assets Distribution Planning 280

Wealth Management

NOVEMBER 14, 2024

The alternative asset manager is launching its first interval fund and serving as a core independent manager on another as it looks to develop new products.

Retail 299

Retail Marketing Marketing Assets 299

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 289

Wealth Management Asset Allocation Management Retail 289

Wealth Management

SEPTEMBER 24, 2024

Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.

Retail 294

Retail Assets Investments Investing 294

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner 246

Financial Planner Retirement Retail Retirement Planning 246

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Retail 264

The Big Picture

APRIL 4, 2025

Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. Her current reading is here ; A transcript of our conversation is available here Tuesday.

Asset Allocation 144

Asset Allocation Wealth Management Assets Retail 144

Wealth Management

JANUARY 16, 2025

Sagard Holdings will target Canadian accredited investors with at least C$1 million ($695,000) in financial assets or more than C$200,000 in annual income

Retail 241

Retail Assets 241

The Big Picture

NOVEMBER 27, 2024

It should contain enough risk assets—primarily stocks—to benefit from the expansion of the economy and gains in corporate earnings. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. Count your blessings.

Economy 196

Economy Retail Portfolio Assets 196

Wealth Management

AUGUST 14, 2023

Schwab’s attrition amounts to about 4% of Ameritrade revenue prior to the deal, or around 1% of combined total client assets as of the end of last year.

Retail 246

Retail Assets Clients 246

Wealth Management

JUNE 12, 2024

Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities. The chief investment officers for T.

Retail 306

Retail Assets Marketing Marketing 306

Wealth Management

JUNE 24, 2024

Year-to-date through May, fundraising for alternative assets available to the retail channel reached $47.56 billion, according to Robert A. Stanger & Co.

Retail 162

Retail Assets 162

Wealth Management

MAY 26, 2023

billion joint venture focused on retail assets. Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6 These are some must reads from around the real estate investment world heading into the weekend.

Retail 299

Retail Assets Investments Investing 299

Abnormal Returns

JUNE 23, 2025

ft.com) Why you should expect more retail-focused alternative investment offerings. wealthmanagement.com) Why Vanguard is restructuring its asset management group. (cnbc.com) If every major company issues their own stablecoin, chaos could ensue. newyorker.com) Finance The flaw with SPACs hasn't been fixed.

Valuation 157

Valuation Retail Media Economy 157

Abnormal Returns

DECEMBER 5, 2024

axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets. finance.yahoo.com) Why Bridgewater Associates is teaming with SSGA to target retail investors. (sherwood.news) Palantir ($PLTR) did not. riabiz.com) ESPN Do Disney+ users really want ESPN content in their feeds?

Retail 176

Retail Media Economy Sales 176

Calculated Risk

OCTOBER 9, 2023

During the sector’s ongoing revolution, retail clusters have been shifting towards service-centric and experience-oriented uses. As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood

Retail 286

Retail Sales Assets Investments 286

Abnormal Returns

SEPTEMBER 22, 2024

ft.com) Are money market fund assets a bond substitute or stock substitute? Hedge funds or retail traders? (collabfund.com) No matter how you spin the numbers, day trading is a losing proposition. morningstar.com) Paying for stuff is getting complicated. sherwood.news) Buying the dip isn't easy, or particularly profitable.

Retail 298

Retail Numbers Assets Marketing 298

Abnormal Returns

DECEMBER 10, 2024

ft.com) Every asset manager's annual outlook reads the same. bloomberg.com) Retail Vinted wants to become the Amazon of secondhand. agglomerations.substack.com) Earlier on Abnormal Returns Research links: retail order flow. (bilello.blog) The stock market is up big in 2024, but these stocks are down big.

Retail 144

Retail Economy Media Assets 144

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investments 246

Investments Investing Retail Assets 246

Wealth Management

JANUARY 5, 2024

Retail investors have been piling into money funds since the Federal Reserve began one of the most-aggressive tightening cycles in decades in 2022.

Assets 194

Assets Retail Marketing Marketing 194

Wealth Management

SEPTEMBER 6, 2022

Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.

Retail 264

Retail Portfolio Assets Clients 264

Calculated Risk

JANUARY 1, 2023

From Moody’s Analytics Senior Economist Lu Chen and economist Xiaodi Li: Apartment struck a balance, Office demand plummeted, and Retail remains flat Corporate profits squeezed under macroeconomic uncertainties and flexible work arrangements weakened office demand and continued to transform the sector’s fundamental. in Q4 2022, up from 11.1%

Retail 363

Retail Assets Investments Investing 363

Wealth Management

OCTOBER 15, 2023

The volume of distressed asset sales remains muted and Bisnow looked at why that is the case. Bloomberg reported that Netflix is planning to open physical retail stores. These are among the must reads from the real estate investment world to kick off the new week.

Retail 264

Retail Sales Assets Planning 264

Wealth Management

APRIL 24, 2025

Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+ will have asset targets of 60% publicly traded debt and 40% private credit, including direct loans and asset-backed credit.

Retail 179

Retail Assets 179

Abnormal Returns

MAY 21, 2024

morningstar.com) Retail A look at the performance of Seeking Alpha stock recommendations. papers.ssrn.com) Retail traders pay attention to analyst revisions. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' papers.ssrn.com) Are 'fallen angels' still an opportunity?

Asset Allocation 259

Asset Allocation Retail Media Financial Market 259

Calculated Risk

JANUARY 15, 2025

Financial service providers reported modest growth in lending and little change in asset quality overall, though lenders and community organizations voiced concerns about delinquencies among small businesses and lower-income households. Truck freight volumes, however, were down.

Economics 162

Economics Nonprofit Manufacturing Transportation 162

Abnormal Returns

DECEMBER 19, 2023

alphaarchitect.com) The high quality anomaly shows up across asset classes. aqr.com) Reinsurance returns are not surprisingly uncorrelated with traditional asset classes. quantpedia.com) Retail attention is a mixed blessing for stocks. Factors Timing returns factors is tempting, but difficult in practice. papers.ssrn.com)

Investments 284

Investments Investing Valuation Retail 284

Abnormal Returns

DECEMBER 12, 2023

institutionalinvestor.com) Alternative assets The institutionalization of alternative assets has backfired for most investors. alphaarchitect.com) The results are not great for retail option trading returns. papers.ssrn.com) Does cross-sectional asset pricing matter for the macroeconomy? aswathdamodaran.blogspot.com)

Portfolio Management 260

Portfolio Management Retail Assets Portfolio 260

Nerd's Eye View

JANUARY 31, 2023

Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Clients 246

Clients Retail Financial Advisor Recruitment 246

Abnormal Returns

MARCH 11, 2024

ft.com) Are current money market mutual fund assets all that unusual? ft.com) Retail Why retailers aren't talking about theft as much this year. Markets It shouldn't be surprising that technology dominates the S&P 500. morningstar.com) Crypto BlackRock’s iShares Bitcoin Trust ($IBIT) has topped $10 billion in AUM.

Retail 261

Retail Media Banking Assets 261

Abnormal Returns

FEBRUARY 26, 2024

kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset. morningstar.com) Alts managers are gearing up to get in front of retail investors. advisorperspectives.com) A look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.'

Wealth Management 284

Wealth Management Financial Services Retail Insurance 284

Calculated Risk

OCTOBER 5, 2022

From Moody’s Analytics Senior Economist Lu Chen: Office continues its bumpy ride, and Retail remains flat Office vacancy has been persistently stuck at over 18% since early 2021 , a consequence of excess inventories and strains on companies’ expansion plans. Reis also reported that office effective rents increased 0.4% this quarter.

Retail 314

Retail Economics Assets Planning 314

Wealth Management

MAY 1, 2025

asset-management arm held preliminary talks with Carlyle Group Inc. State Street Corp.s about a potential tie-up to create a product that would combine public and private markets for individual investors.

Retail 162

Retail Assets Management Marketing 162

Abnormal Returns

SEPTEMBER 17, 2024

mailchi.mp) Retail Who underdiversifies the most? klementoninvesting.substack.com) People trade crypto and traditional assets differently. (caia.org) It's easier to forecast correlations and volatility than returns. acadian-asset.com) What people focus on when looking at price charts. Yes and no.

Retail 261

Retail Media Accounting Assets 261