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New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here's what it might mean for the alts space.
July 26
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Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.
July 22
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The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.
July 19
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These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.
July 16
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The Wall Street powerhouse is now the subject of two class action suits questioning whether it has been providing unreasonably low returns on clients' uninvested cash.
July 16
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The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.
July 15
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With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.
July 11
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Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.
July 10
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Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8
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David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.
July 3
