With that, bonds remain the ideal ballast to shore up a portfolio. While rate cuts are to be expected, interest rates are still relatively high compared to previous years. Tilting more heavily towards bonds offers more portfolio protection. Additionally, it offers the potential for returns that mimic the traditional 60-40 allocation—sans the additional risk that equities carry. "Bonds remain attractive in the high-interest-rate environment,†Aliaga-Diaz added. "Our models project that, over the next decade, ...

BlackRock Inc. (NYSE:BLK) U.S. head of equity ETFs Jay Jacobs on Wednesday said that despite billions in inflows, crypto ETFs remain in their early days as financial advisors only recently gained platform access.Financial Advisors Just Getting Access To Crypto ETFsJacobs told CNBC’s “ETF Edge” that many investors are still starting their educational journey on what Bitcoin (CRYPTO: BTC) is and how it fits in a portfolio. The bigger shift is unfolding among financial advisors who previously lacked access to ...

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today announced it has been appointed as the service provider for Columbia Threadneedle Investments's ("Columbia Threadneedle†) newly launched UCITS actively-managed ETFs. The initial products launched are the CT QR Series US Equity Active UCITS ETFand the CT QR Series European Equity Active UCITS ETF. These will be followed by Emerging Markets and Global products in the coming months. "State Street's global leadership with ETFs and our robust ...

Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...

Core Viewpoint - Blue Owl Capital Inc. is facing allegations of issuing materially false and misleading statements regarding its business operations and liquidity issues during the class period from February 6, 2025, to November 16, 2025 [1] Group 1: Allegations - The complaint alleges that Blue Owl was experiencing significant pressure on its asset base due to redemptions from business development companies [1] - As a result of these pressures, the company was facing undisclosed liquidity issues [1] - The company was likely to limit or halt redemptions of certain business development companies due to these liquidity concerns [1] - Defendants' positive statements about the company's business, operations, and prospects were materially misleading and lacked a reasonable basis [1] Group 2: Shareholder Actions - Shareholders who purchased shares of Blue Owl during the specified class period are encouraged to contact the Gross Law Firm regarding possible lead plaintiff appointment [1] - The deadline for shareholders to register for the class action is February 2, 2026, and there is no cost or obligation to participate [2] - Registered shareholders will be enrolled in a portfolio monitoring software to receive status updates throughout the lifecycle of the case [2]

CHICAGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- GCM Grosvenor (Nasdaq: GCMG), a leading global alternative asset management solutions provider, today announced that Cara Fixler has joined the firm as Chief Human Resources Officer. Ms. Fixler will oversee all aspects of the firm’s global human resources strategy, including talent development, recruitment, employee engagement, and organizational culture. Ms. Fixler joins GCM Grosvenor from LaSalle Investment Management, an operationally independent subsidiary of J ...

DALLAS, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets, today announced it has closed on the financing of an approximately $3 million primary capital commitment for Cork & Vines Fund I, LP (“Fund”), a fund managed by Cork & Vines GP, LP, an asset manager investing in opportunities within the premium experienti ...

Group 1 - Brookfield Asset Management Ltd. will host its fourth quarter and full year 2025 conference call and webcast on February 4, 2026, at 10:00 a.m. ET [1] - Results for the fourth quarter and full year 2025 will be released on the same day prior to 7:00 a.m. ET and will be accessible on the company's website [1] - Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion in assets under management across various sectors including infrastructure, renewable power, private equity, real estate, and credit [1] Group 2 - The company focuses on long-term investments in real assets and essential service businesses that are critical to the global economy [1] - Brookfield offers a range of alternative investment products to a diverse clientele, including public and private pension plans, endowments, sovereign wealth funds, and private wealth investors [1] - The firm leverages its heritage as an owner and operator to generate strong returns for clients across different economic cycles [1]

Baltimore, Maryland-based T. Rowe Price Group, Inc. (TROW) is a publicly owned investment manager that provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. Valued at $22.8 billion by market cap, the company provides investment advisory services and manages a broad range of U.S. and international stock, blended asset, bond, and money market mutual funds and other investment portfolios. The leading asset management firm is expected to an ...

Core Insights - The S&P 500 index has experienced three consecutive years of gains of 16% or more, a rare occurrence in the last 98 years [1] - Investors have multiple S&P 500 ETFs to consider for investment, with the SPDR S&P 500 ETF Trust being the most popular based on trading volume [2] - The Vanguard S&P 500 ETF holds the largest assets under management (AUM) at over $840 billion [3] ETF Comparisons - The iShares Core S&P 500 ETF, managed by BlackRock, has AUM greater than the SPDR S&P 500 Trust and competes closely with Vanguard in trading volume [4] - The State Street SPDR Portfolio S&P 500 ETF is a smaller option compared to the SPDR S&P 500 ETF Trust [4] - The Invesco S&P 500 Equal Weight ETF offers an equal-weighted approach to the same stocks in the S&P 500 [5] Performance and Expense Ratios - The five S&P 500 ETFs differ mainly in annual expense ratios and liquidity, with the following expense ratios noted: - SPDR S&P 500 ETF Trust: 0.0945% - Vanguard S&P 500 ETF: 0.03% - iShares Core S&P 500 ETF: 0.03% - State Street SPDR Portfolio S&P 500 ETF: 0.02% - Invesco S&P 500 Equal Weight ETF: 0.20% [6][7] - Market-cap-weighted funds have shown similar returns over the last decade, while the equal-weighted ETF has underperformed due to the strong performance of large growth stocks [7] Recommendations - The State Street SPDR Portfolio S&P 500 ETF is recommended due to its lowest expense ratio, which can lead to significant financial advantages over time [9] - The Invesco S&P 500 Equal Weight ETF may outperform if the demand for AI-related stocks declines, as it has less exposure to large-cap stocks [9]