Wealthmanagement Email Newsletter: Advisors May Follow SEC's Private Fund Rules Despite Court Decision (June 11, 2024)


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	JUNE 11, 2024


	Top Stories


	Despite a Court Tossing Out Private Fund Rules, Advisors May Still Follow its Guidance

Elaine Misonzhnik

The Fifth Circuit Court of Appeals struck down the SEC’s Private Fund Adviser Rules this week, but clients still need transparency.

FULL ARTICLE


	Publicly Traded REITs Bounced Back in May

David Bodamer

REITs posted total returns north of 5% for the month, although they remain in negative territory year-to-date.

FULL ARTICLE

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	What's In My Model Portfolio


	Johnson Financial Group: Rules-Based Rebalancing and Phasing Out Cash

Diana Britton

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.

FULL ARTICLE


	Podcast


	Adjusted for Risk: Is Portfolio Diversification Overrated?

Ryan Nauman

Lido Advisors Chief Market Strategist Walker Williams talks about all things risk.

FULL ARTICLE


	Must Reads


	10 Investment Must Reads for This Week

WealthManagement.com Staff

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. ETF.com looked at how inflation and expectations on potential interest rate cuts is affecting rate-sensitive ETFs. These are among the investment must reads we found this week for wealth advisors.


	Alternative Investments


	Digital Assets Custodian Prometheum Makes a Bigger Push into RIA Space

Diana Britton

With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

FULL ARTICLE


	Cohen & Steers Appoints New Head of Wealth Channel Distribution

David Bodamer

Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.

FULL ARTICLE


	ETFs


	ETF Launches Surged in May

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


	Active ETFs Boom as State Street Eyes Record $260B Inflow

Isabelle Lee

Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.

FULL ARTICLE

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June 11, 2024 6:10pm
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Advisors May Follow SEC's Private Fund Rules Despite Court Decision

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