9 Investment Must Reads for This Week (Sept. 16, 2025)

Group 1: Target-Date Funds and ETFs - Target-date collective investment trusts have gained market share, accounting for 52% of assets by the end of 2024 [1] - ETF issuers are attracting investments through sophisticated funds, with a focus on high-revenue products like those from JPMorgan and Toroso Investments [2] - The YieldMax COIN Option Income Strategy ETF, despite a 41.9% annual gain, resulted in a total loss of $35.5 million for investors from its inception to April 2025 [3] Group 2: Financial Advisor Education and Retirement Accounts - Morgan Stanley Investment Management is launching educational platforms to enhance financial advisors' knowledge in tax management and alternative investments [5] - An executive order aims to explore greater access to alternative assets in 401(k) plans, directing the SEC to consult with the Department of Labor [6] Group 3: Alternative Investments and Market Trends - The alternative investment industry is projected to exceed $1 trillion in cumulative capital formation by the end of 2025, driven by private wealth investors [9] - Private market offerings are becoming more common in asset allocation for RIAs serving high-net-worth clients [7] - Asset managers are increasing collaboration across teams to address the growing influence of investment consultants in new market segments [8]