Core Viewpoint - State Street Investment Management has launched the State Street® SPDR® S&P® Leveraged Loan ETF (LVLN), which aims to provide investors with broad, index-based exposure to the leveraged loan market, featuring a gross expense ratio of 0.40%, making it the lowest-cost leveraged loan ETF in the U.S. [1] Group 1 - The LVLN ETF is designed to cater to investors looking to enhance income and diversification within their fixed income portfolios [1]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals, aiming to help them achieve more in life [1] Group 1: Company Overview - Invesco provides a range of investment advisory services and does not sell securities, operating through various affiliated investment advisers [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] Group 2: Services and Offerings - Invesco offers educational resources and expert investment views through its US Blog, encouraging individuals to stay informed about market conditions [1] - The company distributes its retail products and collective trust funds through Invesco Distributors, Inc., which is the US distributor for Invesco Ltd. [1] Group 3: Regulatory and Compliance Information - Invesco highlights that the tax information provided is general and not exhaustive, advising investors to consult legal or tax professionals for personalized advice [1] - The firm notes that opinions expressed are based on current market conditions and may change without notice, indicating a dynamic investment environment [1]

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Core Viewpoint - Glancy Prongay & Murray LLP has initiated an investigation into Blue Owl Capital Inc. regarding potential violations of federal securities laws affecting investors [1] Summary by Relevant Sections - **Investigation Announcement** - The law firm Glancy Prongay & Murray LLP is leading an investigation on behalf of Blue Owl Capital Inc. investors [1] - **Investor Impact** - The investigation is focused on investors who may have incurred losses related to Blue Owl Capital Inc. [1]

Industry Trend - Apollo reinvented how Wall Street handles pensions [1] - A once-mundane corner of finance became one of Wall Street's hottest trades [1] Impact on Stakeholders - The trend has implications for retirees [1]

Distribution Announcement - Neuberger Berman Municipal Fund Inc. has declared a distribution of $0.05417 per share of common stock, payable on December 15, 2025, with a record date of November 28, 2025, and an ex-date of November 28, 2025 [1] - The Fund aims to provide income that is exempt from regular federal income tax, although distributions may be subject to federal alternative minimum tax for some stockholders [1] Distribution Composition - Future distributions may consist of net investment income, realized capital gains, and return of capital [2] - If the Fund distributes more than its net investment income in any yearly period, such distributions may include realized gains and/or a return of capital, which could lead to a decline in NAV per share and a reduction in an investor's cost basis [2] - A notice will be provided for any distribution that does not consist solely of net investment income, detailing the estimated portions of the distribution [2] Company Overview - Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939, managing $558 billion across various asset classes for global institutions, advisors, and individuals [3] - The firm employs over 2,900 staff in 26 countries and emphasizes active management, fundamental research, and engaged ownership in its investment philosophy [3] - Neuberger Berman has been recognized as the 1 Best Place to Work in Money Management by Pensions & Investments for eleven consecutive years [3]

MCLEAN, VA / ACCESS Newswire / November 17, 2025 / Gladstone Capital Corporation (Nasdaq:GLAD) (the "Company") today announced earnings for its fourth quarter and fiscal year ended September 30, 2025. Please read the Company's Annual Report on Form 10-K filed today with the U.S. Securities and Exchange Commission (the "SEC"), which is available on the SEC's website at www.sec.gov and the Investors section of the Company's website at www.GladstoneCapital.com. ...

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 ...

Industry Overview - The Zacks Investment Management industry is experiencing growth driven by asset growth, digital transformation, evolving investment vehicles, deeper personalization, and strategic scale [1] - Investment managers, also known as asset managers, manage various financial investments for clients, providing diversification and reducing volatility impacts [3] Key Trends - Continued asset inflows are expected to drive AUM growth, with equity markets performing well and institutional interest increasing [4] - There is a notable rise in inflows into alternative investments, including index funds, private credit funds, and ETFs, alongside the growth of tokenized assets [5] - Mergers and acquisitions (M&As) are being utilized by firms to expand scale, cut costs, and enhance product diversification [6][7] - Elevated expenses due to regulatory compliance and technology upgrades are anticipated to impact profits, although investments in AI and digital platforms may improve margins in the long run [9][10] Industry Performance - The Zacks Investment Management industry ranks 58, placing it in the top 24% of 243 Zacks industries, indicating positive near-term prospects [11][12] - The industry's earnings estimates have been revised upward by 1.9% since April 2025, reflecting growing analyst confidence [13] Comparative Analysis - Over the past two years, the industry has underperformed the S&P 500 Index, gaining 33.9% compared to the S&P 500's 52% increase [15] - The industry's trailing 12-month price-to-tangible book (P/TB) ratio is 3.35X, significantly lower than the S&P 500's 12.55X, indicating a discount compared to the broader market [18][19] Company Highlights - **Ameriprise Financial (AMP)**: As of September 30, 2025, AMP's total AUM was $1.66 trillion, with a CAGR of 5.9% in net revenues over the last five years [27][28]. The company has been restructuring to improve profitability and has a Zacks Rank of 2 (Buy) [31] - **Invesco (IVZ)**: IVZ's AUM reached $2.1 trillion as of September 30, 2025, with a CAGR of 8.5% over the last five years [34]. The company has undertaken initiatives to improve efficiency and has a Zacks Rank of 1 (Strong Buy) [38] - **Affiliated Managers Group (AMG)**: AMG's total AUM was $803.6 billion as of September 30, 2025, with a recent shift towards private markets and liquid alternatives to counter revenue challenges [41][43]. The company also holds a Zacks Rank of 1 [45]

Allworth Financial LP boosted its position in BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ – Free Report) by 3,319.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,276 shares of the investment management company’s stock after buying an additional 43,952 shares during the quarter. Allworth Financial LP’s holdings in BlackRock Enhanced Equity Dividend Trust were worth $403,000 at the end of the most recent reporting peri ...