This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
This steady performance fit in with the backdrop of retail sales exceeding expectations again in the fourth quarter, with October and November witnessing 0.5% In the mid-'00s, mall investment picked up as mall builders followed the "roof tops" of the residential boom (more loose lending). sqft respectively. sqft respectively.
Congress seems set to open the private markets to retail investors next year, reports Barron’s. These are among the investment must reads we found this week for financial advisors. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters.
With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)
Retail investor activity helped drive the crypto market rally in January, says JP Morgan. 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.
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.
sherwood.news) Retail Online retailers are cutting back on discounts. bonddad.blogspot.com) Earlier on Abnormal Returns The investment world was a different place when Josh Brown started writing. (riskofruinpod.substack.com) Crypto You can now trade options on BlackRock’s iShares Bitcoin Trust ($IBIT).
advisorperspectives.com) A history of quant investing and the state of the factor zoo. advisorperspectives.com) Can you use alternative measures to invest across countries? quantpedia.com) Retail attention is a mixed blessing for stocks. Factors Timing returns factors is tempting, but difficult in practice. papers.ssrn.com)
This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” Not just BusinessWeek, but many naysayers laughed off the inevitable failure of Apples push into retail. They are among the top-tier retailers and the fastest to reach a billion dollars in annual sales.
Retail investor activity helped drive the crypto market rally in January, says JP Morgan. 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.
Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.
Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.
Once a niche play, DSTs have drawn the interest of institutional-grade sponsors to offer as an option to retail investors managing their real estate plays.
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 (..)
decline in April, retail sales in May were only up by 0.1%, not meeting the anticipated 0.3% This approach involves large retail chains offering a limited selection of their products in more compact locations. Both asking and effective rents experienced a marginal increase of 0.2% and $19.07 per square foot respectively. and $19.07
Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.
Our third quarter virtual forum examined trends in multifamily, grocery-anchored retail and BTRs amid broader discussions about how CRE is dealing with rising interest rates and persistent inflation.
wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in. (ft.com) Pfizer ($PFE) has an activist in Starboard Value. wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). bloomberg.com) Jane Street Jane Street is seeing extraordinary profits on the back of the ETF boom.
The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.
During the holiday season, consumer activity was robust but as expected, decelerated in January as retailers reduced their expenditures at the start of the year. However, February marked a resurgence in consumer spending, with retail sales climbing by 0.6%. Asking rents rose slightly by 0.2% increase to $18.98
news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. bonddad.blogspot.com) Why falling retail sales aren't all bad. (ft.com) Startups How unicorns are dealing with the decline in valuations. Those stakes are set to change hands. theinformation.com) The bloom is off the 'passion economy' rose?
The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.
Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.
awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. propublica.org) Economy Retail sales are decelerating. Markets Corrections happen more often than you remember.
Investment sales in the sector have been impacted by the same volatile forces as other commercial real estate assets, but potential long-term returns remain attractive.
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.
This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. He was recently appointed to the Harvard Management Company Board.
Quant stuff A curated list of the best finance and investment blogs, tools, and webpages broken down by category. papers.ssrn.com) Retail How subpenny trades identify retail trades. papers.ssrn.com) The risk of investing with a solo manager is real. on.ft.com) Fund flow volatility highlights bad investor behavior.
Feb 14th] emphasis added From Goldman: Following this mornings retail sales and industrial production reports, we lowered our Q1 GDP tracking estimate by 0.3pp to +2.0% (quarter-over-quarter annualized) and our Q1 domestic final sales forecast by 0.1pp to +2.2%. From BofA: Next week, we will initiate our 1Q GDP tracker. percent on February 7.
vacancy rate for the retail sector, dropping to 10.3% These results were propelled by robust performance in online purchases and core retail sales, excluding automobiles, gasoline, building materials, and food services, alongside a decline in the unemployment rate following four consecutive monthly increases. this quarter.
(awealthofcommonsense.com) Don't mix politics and investing. ft.com) Why you should expect more retail-focused alternative investment offerings. klementoninvesting.substack.com) Crypto Add ProCap Financial to the Bitcoin Treasury scene. cnbc.com) If every major company issues their own stablecoin, chaos could ensue.
The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.
From BofA: Next week, we will initiate our 4Q GDP tracker after the October retail sales print today and October industrial production, housing starts, existing home sales and September business inventories will impact our 3Q and 4Q tracking estimate. Nov 15th estimate]
sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements. bloomberg.com) Retail Vinted wants to become the Amazon of secondhand.
Retail Using LLMs to identify retail trader strategies. alphaarchitect.com) Analysts Why are all-start investment analysts influential? papers.ssrn.com) A look at the value, or lack thereof, of WallStreetBets stock picks. papers.ssrn.com) Can LLMs replace the average human analyst?
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
Japan’s government pension fund is investing $1 billion in funds managed by Brookfield and Blackstone, reported Bisnow. Private investors have been increasingly focusing on retail real estate in recent months, according to JLL. These are among today’s must reads from around the commercial real estate industry.
billion joint venture focused on retail assets. These are some must reads from around the real estate investment world heading into the weekend. Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content