Fintech firms wealth.com, Vanilla announce key updates. The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.

16 hours ago · A significant number of advisors will be stepping up allocations to alternative investments within their clients' portfolios in 2025, according to a pair of new surveys.

1 day ago · Financial advisors finally might want to build up their positions in publicly traded real estate in 2025. That is, as long as interest rates cooperate. REITs finished 2024 up 4.9 percent after ...

1 day ago · The firms behind the supercharged strategies saw a 37 percent jump in revenues last year as maverick traders chased market opportunities.

Jan 22, 2025 · InvestmentNews. Our mission at InvestmentNews is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals.

4 days ago · Hedge funds hit a $4.5T high note in 2024 The industry notched record inflows off the back of continued demand even as investors raise concerns around performance and fees.

Nov 25, 2024 · CI Financial Corp.’s sale for close to $8.7 billion to a sovereign wealth fund took some registered investment advisor market watchers by surprise Monday morning, while others said the sale of ...

Jan 24, 2025 · Fintech firms wealth.com, Vanilla announce key updates The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.

Jan 13, 2025 · Tax-busting trend gets new player with $500M ETF launch Wealth manager's to-be-debuted strategy offers an out for investors who "feel trapped" into paying a huge capital gains tax bill.

Jan 21, 2025 · After 2024 surge, active ETFs poised to surpass passive strategies With 565 launches and $312 billion in inflows last year, active ETF strategies are set to continue taking dollars from mutual ...