Edward Hayes

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Weight-Loss Medication Market Sparks Twin ETF Launches

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Interest in the weight-loss drug GLP-1 has inspired two funds, one active, one passive.

Miami Firm Says Private Credit Interest Up Among Advisors

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Crystal Capital said that volatility in traditional fixed income had advisors looking at private credit.

Retirees Are Transitioning Away From Work, Not Retiring Cold

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Many won't stop working on a specific date, Allianz says. Instead they'll phase retirement in.

Former Jefferies Rep Suspended For WhatsApp Communications, Finra Says

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Ariel Rivero used the app to secretly attempt to settle a dispute with a client, the regulator said.

iCapital To Launch Customized Alternative Model Portfolios

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The move comes a week after the firm launched its first model portfolios.

Goldman Sachs Offers Advisors Alt Investing Lending Option

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The Goldman Sachs Advisor Solutions program allows eligible advisors to borrow against their alternative allocations.

Inheritances Be Damned: Clients Want To Spend While They Still Can, Advisors Say

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In the wake of the pandemic, more clients are seizing the moment and putting their money to use before they die.

Advisors See Clients Being More Open About Estate Planning, Edward Jones Says

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Clients are bringing more family members into the conversation, a company survey found.

JPMorgan Sees Opportunities In High-Yield Credit

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High-yield is playing a bigger part in investors' portfolios, says a firm report.

'Magic Number' For Retirement Saving Growing Faster Than Inflation, Study Says

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The savings Americans say they need to retire has increased 50% since 2020, according to Northwestern Mutual.

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