Morningstar To Use iCapital to Help Advisors Access Alternatives

Jan 17, 2024

The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.

Traders Pull $579 Million Out of Grayscale Bitcoin ETF

Jan 17, 2024

It’s a stark difference from the other nine spot Bitcoin ETFs, which have pulled in a total of nearly $1.4 billion.

Can 401(k) Plan Fees Fall to Zero?

Jan 17, 2024

Are you prepared if they do as the convergence of wealth and retirement picks up steam?

10 Investment Must Reads This Week

Jan 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to...

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What is Innovation in the Mid-Cap Space

Jan 16, 2024

Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and...

ETFs With the Greatest Inflows in the Past Year

Jan 15, 2024

These funds took in the most money over the past 12 months.

Fund Managers are Bullish on REITs in 2024

Jan 12, 2024

With healthy property fundamentals and a favorable interest rate environment, REIT fund managers expect the sector to deliver double digit returns this year.

UHNW Merrill Customers Could Get Bitcoin ETF Access Today

Jan 12, 2024

A spokesperson said Bank of America was wrapping up its evaluation of the new offerings that were approved earlier this week by the SEC. The news comes the same day the bank unveiled its fourth quarter of 2023 earnings report.