Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.

Investors tend to appreciate private credit for delivering current income and lower volatility. In a world of higher interest rates, it also gives them the opportunity to achieve higher yields.

Uncertain economic indicators bode well for investment in infrastructure.

The Advisor Sentiment Index, relaunched in January, suggests financial advisors are much more optimistic about the state of the stock market than they are about the broader economy—though most expect the economy to catch up over the next year.

New share-class structures, not crypto, was the talk of the Exchange conference in Miami.

Global X is currently the 13th largest ETF issuer in the US by asset size, with about $43 billion across its suite of thematic funds.

After the bank’s asset-management arm said it was leaving Climate Action 100+, investors are questioning if this means money managers are growing fearful of anti-ESG backlash.

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...