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Hamilton Lane, TIFIN AI for Private Markets Partnership Raises $6M
Dec 07, 2023
The collaboration to build a private markets digital assistant gets funding from venture capital firm FINTOP Capital.
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Bursting of Pandemic-Stock Bubble Fuels Big Wave of ETF Closures
Dec 07, 2023
As of the first week of December, exchange-traded-fund issuers had liquidated or delisted 234 products in 2023. That compares with 159 closures last year and just 72 in 2021. 
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ETFs with the Best Returns over the Past Five Years
Dec 07, 2023
Funds focused on semiconductors were among the top-performing over the last five years.
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Maybe It’s Better If US Bonds Were Boring Again
Dec 06, 2023
The heightened concerns about fiscal profligacy and rapid degloblization that rocked Treasury securities now seem like a hallucination.
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Navigating Markets with Precision: Fidelity's Five-Step Investment Process Unveiled
Feb 27, 2024
Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.
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Why 1031 Crowdfunding Is Launching its First Private REIT
Dec 05, 2023
The vehicle, with a specialty in assisted living and memory care properties, aims to eventually be accessible to both accredited and non-accredited investors.
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Commonwealth Expands Model Portfolio Platform
Dec 05, 2023
Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.
Adjusted for Risk Zephyr podcast
Adjusted for Risk: EPFR's Cameron Brandt on What Economic Factors Are Driving Fund Flows
Dec 05, 2023
EPFR Director of Research Cameron Brandt shares a ton of knowledge on money market funds, economic data, China and top stories for 2024.
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Navigating Opportunities in Direct Lending: Insights from Therese Icuss
Feb 27, 2024
Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the...
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