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T. Rowe Price CIO: Current Market 'Not the Time to Be a Hero'

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For more investment coverage check out our Investment Section on WealthManagement.com 

JUNE 18, 2024

Top Stories

T. Rowe Price CIO: Current Market Conditions 'Not the Time to Be a Hero'

Elaine Misonzhnik

The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.

FULL ARTICLE

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Want to Invest Like a Member of Congress? Tuttle to Launch an ETF for That

David Bodamer

The Tuttle Capital Congressional Trading ETF will base its holdings on the current investments of members of Congress and their families.

FULL ARTICLE

WEBINAR

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Study: Insurers Lowering Premiums for RIAs on Crypto Investment Coverage

Elaine Misonzhnik

According to data from insurance brokerage firm Golsan Scruggs, premiums have dropped by about half over the past year.

FULL ARTICLE

Aging and the Impact of Cognitive Decline on Investment Decisions

Larry Swedroe

Does the wisdom of age outweigh the other limitations it can impose?

FULL ARTICLE

Fidelity, Envestnet Increase Collaboration On Managed Accounts

Rob Burgess

Improvements and integrations to the custodian's FMAX platform and Envestnet's Insurance Exchange are among the updates to rollout.

FULL ARTICLE

Podcasts

WEALTH MANAGEMENT INVEST PODCAST

Investing in Private Markets With a Fiduciary-First Approach

David Bodamer

Opto Investments' Jake Miller provides insights on the current state and future trends within private investments.

LISTEN NOW

ADJUSTED FOR RISK PODCAST

The Importance of Offering Personalized Investments at Scale

Ryan Nauman

Envestnet's Dana D'Auria discusses what the driving forces are behind this shift to personalized investments and what they look like.

WATCH NOW

Alternative Investments

CAIA Charts Challenges for Advisors Interested in Alts

Elaine Misonzhnik

The report shows advisor interest in alternative investments even as some struggle with implementation, according to CAIA Managing Director Aaron Filbeck.

FULL ARTICLE

Crypto Is Now Part of the Charitable Conversation

Randy A. Fox

Are you ready to help your clients and the next generations of their families?

FULL ARTICLE

Todd Boehly Is Building New Asset Manager Around Crown Jewel

Sonali Basak and Gillian Tan

The new business, to be named Eldridge, is set to combine at least six existing platforms backed by Boehly’s Eldridge Industries with insurer Security Benefit.

FULL ARTICLE

Bonds Are Beating Bitcoin as Doubts Gather Over Crypto Rebound

Sunil Jagtiani

Bitcoin retreated after setting a record of $73,798 in March and rallies back toward the peak have repeatedly fizzled.

FULL ARTICLE

PGIM Seeks Deals to Expand Private-Market Assets to $500B

Loukia Gyftopoulou

PGIM has been present in private credit for decades, but its plan for a major push is coming at a time when some of the industry titans are starting to worry if the boom is coming to an end.

FULL ARTICLE

Gen Z Investors Shun 60-40 Portfolio for Sneakers and Rare Cars, BofA Says

Reid Champlin

Nearly three-quarters of wealthy younger Americans say stocks and bonds alone can’t deliver above-average returns.

FULL ARTICLE

Must Reads

10 Investment Must Reads for This Week

WealthManagement.com Staff

Blackrock’s Chief Investment Officer reported that while hedge funds and brokerages have dipped into spot bitcoin ETFs, RIAs have been slower to embrace them. Morgan Stanley is adding more manager-traded SMAs to its UMA platform, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

FULL ARTICLE

ETFs

ETF Launch Volume Surged in May: Part 2

Aniket Ullal, CFRA Research

After a relatively quiet April, asset managers cranked up the pace of launches in May with 50 new funds hitting the market.    

FULL ARTICLE

Schwab’s Aguilar Eyes 20% Growth After $1.2T Milestone

Emily Graffeo

Schwab is the fifth-largest issuer of exchange-traded funds in the US, with its nearly $350 billion suite having more than doubled since 2019.

FULL ARTICLE

Retail Funds Dive Into Quant-Factor ETFs After $48 Billion Haul

Isabelle Lee and Denitsa Tsekova

After suffering outflows in January, these long-only systematic funds popular with the retail crowd have now enjoyed five consecutive months of inflows and are on track to beat 2023’s haul.

FULL ARTICLE
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