Key Takeaways The end of the year is near and you might be busy stocking up on gifts and planning visits to family and friends. But retirees should keep another year-end deadline in mind: taking required minimum distributions, or RMDs. New research from Vanguard estimates that missed RMDs could cost retirees up to $1.7 billion annually. Starting at age 73, investors must take RMDs, which are required annual withdrawals from accounts like 401(k)s and traditional IRAs. (Though if you're still working and have ...

“To support organic growth, the sector should industrialise this strategy. Historically, only about one-third of assets under management growth came from net new money. Firms who embed next best action analytics, straight-through-onboarding, pricing guardrails and incentives for sticky inflows have tended to outperform.”“Additionally, firms should look to build an ecosystem that supports private markets investments. These include educating advisors and clients, curating product shelfs as well as introducing ...

Group 1 - BlackRock has identified its iShares Bitcoin Trust (IBIT) ETF as one of the top three investment themes for 2025, despite Bitcoin's decline this year [1] - Bitcoin has experienced a drop of over 4% year-to-date, marking its first decline in three years, and IBIT has reflected this performance [2] - IBIT has attracted significant investor interest, ranking sixth among all ETFs for 2025 inflows with over $25 billion since January [2] Group 2 - The emphasis on IBIT suggests BlackRock's strong conviction that Bitcoin should be included in diversified portfolios, rather than merely promoting a high-revenue product [2][3] - BlackRock's decision to spotlight IBIT, despite its underperformance compared to other ETFs, indicates a long-term commitment to the crypto asset [3] - Positioning Bitcoin alongside traditional assets like cash and stocks may alter perceptions of cryptocurrency among investors who view it as speculative [3]

Janus Henderson has agreed to a takeover by investment firms Trian Fund Management and General Catalyst valuing the asset manager at roughly $7.4 billion https://t.co/5vSoUxx9eq ...

S&P 500 rose 0.4% in early trading Monday, signaling cautious optimism among investors heading into year-end. The added about 107 points, while the climbed roughly 0.6%. Trading volumes remained lighter than usual as Wall Street adjusted to a shortened Christmas week, but buying interest returned to large-cap technology and artificial intelligence-linked stocks. Markets are coming off a mixed prior week. A late surge in tech helped the S&P 500 and Nasdaq post their third weekly gains in four. The Dow, howev ...

Core Insights - Janus Henderson has agreed to a takeover by investment firms Trian Fund Management and General Catalyst, valuing the asset manager at approximately $7.4 billion [1] Company Summary - The acquisition reflects a significant valuation for Janus Henderson, indicating strong interest from investment firms in the asset management sector [1]

Nelson Peltz's Trian Fund Management and General Catalyst Group Management will acquire Janus Henderson in an all-cash deal worth $49 a share. ...

Group 1: Private Equity and Asset Management - General Catalyst and Trillion are taking Janus Henderson, an asset manager, private, indicating a significant interest in the funds under management by Janus Henderson [1] - There is a growing trend of institutional investors, such as pension funds, exploring private equity due to the potential for higher rewards, despite the associated risks [2][3] - The interest in Janus Henderson's assets is likely to attract private equity firms and investors, reflecting a broader trend of increased M&A and IPO activity in the market [3] Group 2: Market Trends and Predictions - The S&P 500 has delivered annual gains in seven out of the last ten years, with forecasts suggesting an 11% gain for the index, which is half of the gains seen in the previous two years [5][7] - Despite a generally bullish outlook, there are lingering uncertainties and fragilities in the market that temper this optimism [6][8] - The potential removal of tariffs is viewed positively, with expectations that it could improve risk sentiment and lead to higher S&P 500 performance [8]

Key TakeawaysFederal Reserve Governor Stephen Miran is advocating for aggressive interest rate cuts, proposing the federal funds rate be halved to 2% to avert a recession, a stance that diverges significantly from other Fed policymakers.Asset manager Janus Henderson Group plc (JHG) has agreed to be acquired by Trian Fund Management and General Catalyst in an all-cash transaction valued at approximately $7.4 billion, offering shareholders $49.00 per share.The CBOE Volatility Index (VIX), a key gauge of marke ...

Group 1 - Trian Fund Management and General Catalyst have agreed to acquire asset manager Janus Henderson in an all-cash transaction valued at $7.4 billion [1]