You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Ritholtz Wealth Management, an RIA with more than $5 billion in client assets, has filed with the SEC to launch its first ETF, an active fund called Goaltender ETF (GTND). According to the prospectus, the fund “principally invests based on signals from a trend-following strategy developed by the fund’s sub-adviser, Ritholtz Wealth Management LLC (the “Sub-Adviser”), which seeks to adjust exposur ...

^ WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. ("First Trust†or "FTA†), a leading exchange-traded fund ("ETF†) provider and asset manager, announced today that it has launched the FT Vest Laddered Autocallable Barrier & Income ETF (NYSE Arca: ACYN) (the "fund†). ACYN is an actively managed ETF that seeks to provide investors with distributions while limiting downside market volatility. The fund seeks to achieve its investment objective by entering into swap agreements and/or option contra ...

Core Viewpoint - Invesco Ltd. has launched four new fixed income ETFs to enhance its existing lineup, addressing current investment challenges such as interest rate uncertainty and the need for diversified income [1] Group 1: New ETF Launches - The newly launched ETFs include: Invesco U.S. Hybrid Bond ETF (HBRD), Invesco MSCI Treasury Duration Rotation ETF (TROT), Invesco Agency MBS ETF (IMTG), and Invesco Flexible Income ETF (FLXI) [1] - These ETFs are designed to provide investors with practical solutions for accessing duration, diversifying income, and managing risk in changing market conditions [1] Group 2: Investment Strategies - IMTG is an actively managed ETF focusing on high-quality income through agency mortgage-backed securities, emphasizing liquidity and risk management [1] - FLXI employs a global, multisector bond strategy to offer diversified income with moderate volatility [1] - HBRD is a passively managed ETF that tracks the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.65% Constrained Index, aiming for differentiated income potential [1] - TROT tracks the MSCI U.S. Treasury Duration Rotation Select Bond Index, designed to help investors navigate shifting interest rate environments [1] Group 3: Invesco's Expertise - Invesco's fixed income team consists of 182 members with an average of 18 years of industry experience, overseeing a wide range of portfolios [1] - The firm has nearly two decades of experience in offering fixed income ETFs, with many having track records exceeding five years [1] - Invesco manages over $500 billion in assets across various investment vehicles, reinforcing its capability in the fixed income market [1]

BlackRock, the world's largest asset manager (1), recently shared it lent more than $430 million through its private credit arm, HPS Investment Partners, to a group of companies now under investigation for fraud. It lent the money based on collateral that may not have ever existed — invoices that allegedly showed the group of borrowers were owed millions in receivables by major telecom groups. Must Read The Department of Justice has since launched an investigation into these invoices and entities tied ...

Some bad news for all the mutual fund managers out there: A new study from researchers at Harvard Business School seems to support the fear that artificial intelligence and machine learning could do their jobs. But here’s the catch—with only about 71% accuracy, depending on how predictable their trades are. Most Read from Fast Company The working paper “Mimicking Finance” from Lauren Cohen, Yiwen Lu, and Quoc H. Nguyen, published this month by the National Bureau of Economic Research, finds “that 71% of ...

Brooks Macdonald Group has announced its financial results for the first half of 2026, posting an underlying profit before tax of £13.6m ($18.3m), down 12% from £15.5m reported in the same period last year. Revenue increased by 12%, reaching £58.2m, mainly due to growth in financial planning and fee income. This was partly offset by reduced interest and transactional income. Total funds under management and advice grew to £20.1bn, up from £19.1bn at the end of June 2025. Of this total, £17.8bn was man ...

Brookfield Asset Management Ltd. (NYSE:BAM) is among the 11 High Growth Financial Stocks to Buy Now. UBS Lowers its Price Target on Brookfield Asset Management Ltd. (BAM) to $52 and Maintains a Neutral Rating On February 20, 2026, UBS lowered its price target on Brookfield Asset Management Ltd. (NYSE:BAM) to $52 from $58 previously and maintained a Neutral rating on the shares. On February 17, 2026, Morgan Stanley raised its price target on Brookfield Asset Management Ltd. to $63 from $62 and kept an Eq ...

Core Viewpoint - Kuvare Holdings clarifies its relationship with Blue Owl Capital, emphasizing that Blue Owl does not own Kuvare but acts as an independent asset manager for Kuvare's life insurance carriers [2][4]. Group 1: Relationship with Blue Owl Capital - Blue Owl acquired Kuvare's former asset management division in 2024, but this did not affect Kuvare's ownership of its life insurance and reinsurance companies [3]. - Blue Owl provides financial capital support of $250 million to Kuvare, which is a passive investment without control rights over Kuvare [4]. - The current relationship is that of a third-party investment adviser, with Kuvare dictating the Strategic Asset Allocation Plan and Investment Guidelines that Blue Owl must follow [5]. Group 2: Loan Acquisition Process - Kuvare assessed an opportunity to acquire middle market loan assets from Blue Owl, retaining full control over the decision to participate in the transaction [6]. - Independent diligence was conducted by Kuvare on the loan assets, leading to the rejection of many based on risk ratings and financial performance [7]. - The final loan portfolio consists of over 100 different borrowers, with the top ten borrowers making up 35% of the pool, ensuring diversification [8]. Group 3: Transaction Integrity - Transactions were negotiated on an arms-length basis, with asset prices reflecting third-party valuations, and included participation from major pension funds [9]. - The loan assets acquired represent less than ten basis points (0.1%) of Kuvare's total invested assets, with negligible direct credit exposure to Blue Owl totaling $3.4 million, or approximately one basis point (0.012%) [10]. Group 4: Company Overview - Kuvare is an international financial services platform with nearly $50 billion in assets, focusing on life insurance, annuities, reinsurance, advisory, and asset management solutions [11].

CHARLOTTE, N.C., Feb. 24, 2026 /PRNewswire/ -- The Allspring Income Opportunities Fund (NYSE American: EAD), the Allspring Multi-Sector Income Fund (NYSE American: ERC), the Allspring Utilities and High Income Fund (NYSE American: ERH), and the Allspring Global Dividend Opportunity Fund (NYSE: EOD) have each announced a distribution. The final determination of the source of all dividend distributions in the current year will be made after year- end. The actual amounts and sources of the amounts for tax-repo ...

Key TakeawaysBNY Mellon ETF Investment Adviser, LLC has officially changed the dividend distribution frequency for the BNY Mellon Emerging Markets Equity ETF (BKEM) from quarterly to semi-annually.The Board of Trustees approved the shift effective February 24, 2026, though the fund retains the right to pay dividends more frequently to comply with tax codes or improve index tracking.Net capital gains for the fund are unaffected by this change and will continue to be distributed to shareholders at least annua ...