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BlackRock, Nuveen Funds Targeted By Activist Investor Karpus

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The activist investor is focusing on funds that trade at steep discounts to the value of their assets.

Fidelity Shuffles Senior Management, Reports 12% Revenue Boost

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Fidelity had $28.2 billion in revenue in 2023, up 12% from $25.2 billion the prior year.

Bill Ackman's Pershing Square Targets U.S. Retail Investors In New Fund

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Pershing Square's new push comes during an active stretch for Ackman.

A 99% Bond Wipeout Hands Hedge Funds A Harsh Lesson On China

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Money managers got a harsh lesson in the dangers of trying to bargain with the Communist Party.

Rockefeller Lands 10-Person Morgan Stanley Team With $1.3B In AUM

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The 10-person Variant Path Group is the second team to join Rockefeller Global Family Office in Charlotte, N.C.

Fee, Service Transparency Key To Advisor Success, Cerulli Says

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Fees can be intimidating to potential clients, the research company says.

Labor Watchdog Denounces Noncompetes, Adding Momentum For Ban

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About one in five Americans is bound by a noncompete agreement.

Risk Of Big Inflation Revision Puts Policymakers, Investors On Edge

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The revisions to the consumer price index last year were large enough to cast doubt on overall inflation progress.

Goldman Sachs Fund Unit Finds Value After Green Market Rout

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Not all corners of the green investing world delivered losses last year.

GOP Senate Bill Seeks To Block SEC Rules On Advisor AI Use

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Sen. Ted Cruz called the SEC's proposal a "war on technology."

JPMorgan Strategists Split On Whether To Buy U.S. Stocks

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The bank's trading desk says it's a good time to buy, but its chief market strategist is more cautious.

Yellen Says Commercial Property Is A Worry, But Regulators Are On It

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Property owners have come under pressure due to soaring borrowing costs, raising concerns about defaults.

Advisors Reveal Strategies For Holding Onto Next-Gen Clients

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Telling the kids what you did for their parents isn't good enough, they say.

Politics, Taxes Driving Homebuyer Decisions, Redfin Says

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More people are moving into and out of states for political reasons, the brokerage says in a new study.

State Street's Sue Thompson To Retire After 20 Years In ETFs

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The company's ETF assets more than doubled to $1.2 trillion during her nearly six-year tenure at the firm.

John Paulson Loses Bid To Dismiss Puerto Rico Partner's Fraud Suit

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But a federal judge threw out other parts of the lawsuit against the hedge fund billionaire.

Citi Says U.S. Tech Stocks Face Risk Of Big Selloff On Positioning

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U.S. stocks have rallied this year on optimism around a stronger-than-expected economy.

Wall Street Snubs China For India In A Historic Markets Shift

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Investors are paying close attention to the contrasting trajectories of two of Asia's greatest powers.

Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

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