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Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

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Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

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Advisor Upside

Your Average Advisor Is Happier than Your Average American

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With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.

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ETF Upside

Fidelity Adds Models with a Taste of Private Markets

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The company’s new model portfolios are built primarily with ETFs or mutual funds, but they use less-liquid funds for private holdings.

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ETF Upside

Sequoia Fund to Be Transplanted into an ETF

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The fund, which was at the center of 401(k) lawsuits years ago, has seen a trickle of outflows. Could a switch to an ETF change its fortunes?

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Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Thrivent to Hire 600 Advisors for Second Straight Year

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Agentic AI Arrives in Advisor Offices

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Lego Builds Record Sales by Adapting to Tariffs

Photo via Efren Landaos/Sipa USA/Newscom

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