FA News

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High-Grade Company Bonds Increasingly Trade Near Junk Levels

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It's the latest sign of how Federal Reserve rate hikes aren't cooling down some markets.

IRS Sees Fraud Risk For 'Vast Majority' Of Covid Credit Claims

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The IRS's current backlog of claims sits at 1.4 million.

Helping Clients Choose The Right Time To Retire

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When it comes to retirement, it's all in the timing, advisors say.

Money-Market Funds See First Outflow In Two Months With Taxes Due

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Much of the decline in money-market fund assets was led by institutional funds.

At Blackstone's $339 Billion Property Arm, The Honeymoon Is Over

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The world's biggest real estate investor is moving into riskier terrain in the hunt for stellar returns.

Why David Bahnsen Asks, What Organic Growth Crisis?

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The Bahnsen Group has added John Mauldin's referral business to its fast-growing firm.

CAIS Cuts Fees, Seeking To ‘Democratize' Alternative Investments

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The alt platform is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.

S&P Poised To Reach 6,000 This Year Before Big Drop, Stifel Says

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Stifel's Barry Bannister thinks the index could shed a fifth of its value by mid-2026.

Pair Of Big Bets Stand To Benefit If Odds Rise For Fed Rate Cut In July

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The bets underscore momentum in the market for a cut.

Springsteen's N.J. Town Fears 'Disaster' From Kushner Housing Plan

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Kushner's proposal for 360 apartments has residents fearing for the safety of their drinking water.

New PGIM ETFs Invest In Laddered Buffer Funds To Protect Against Downside

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Its new funds allocate to buffer funds with different maturity dates.

Lawsuit Says Morgan Stanley Pays Unreasonably Low Interest On Sweep Accounts

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The class-action lawsuit claims the low rates represent a violation of fiduciary duties and Reg BI.

Number Of U.S. RIAs Soars To New Record

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Assets under management also rebounded to a record high in 2023, an IAA report said.

Hedge Fund Talent Schools Are Looking For The Perfect Trader

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Giant hedge funds are going in a radical new direction: Training schemes for in-house superstars.

No Client Request Is Out Of Bounds For This Advisor Firm

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“The unusual is now usual as advisors provide more holistic planning,” Schechter Investment Advisors' CEO says.

Supreme Court Upholds U.S. Tax On Foreign Business Income

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The case was closely watched for its potential impact on Democratic proposals to impose a wealth tax.

Third Of CFOs See Elections Impacting Investment Decisions, Survey Finds

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Executives continue to be more positive about the outlook for their own business than for the overall economy.

Treasurys Are A Whisker Away From Erasing This Year's Loss

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Underlying the rebound is investors' belief that the Fed will be cutting rates sooner and more than expected.

New Home Construction Plunges To Slowest Pace Since June 2020

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The drop in building suggests residential construction may detract from economic growth.

'Sellers Are Entering the Market' With S&P Faltering Beyond Tech

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Nearly a third of the index's constituents have hit a one-month low in the past month.

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