Products & portfolios

21 stories this week 143 in all, from the Advisors desk.

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Products & portfolios stories, page 2

Page 2 of 8

By date

Fifth Third Wealth Advisors CIO overweights real assets as growth and inflation rise

Oct 16

All Magnificent Seven companies fall short of a 1.5°C climate pathway, Morningstar says

Oct 16

Schwab raised tax-aware long-short minimum to $10M from $1M

Oct 15

Morgan Stanley posts $15.2B in alt net flows as wirehouses push alts and AI

Oct 14

Wealth Enhancement strategist says AI creates false diversification in alternatives

Oct 14

Nontraded BDC redemption requests ease to 9.8% in third quarter, Fitch says

Oct 14

Ballentine Income Opportunities Fund III files Form D with no total offering amount

Oct 14

MassMutual makes Flourish Cash available to its advisor network

Oct 12

SEC proposes expanding cross trading by registered funds

Oct 9

Vishal Khanduja turns bullish as Eaton Vance bond fund tops benchmark duration

Oct 8

IUL income illustrations assume level crediting and a full-equity benchmark, WealthManagement.com column says

Oct 7

Brown Advisory files $5.4M DCVC-linked fund in Form D batch from $80K to $227M

Oct 7

Schwab adds Save's cash strategy to its SMA marketplace

Oct 6

SEC proposes crypto custody framework for advisers and regulated funds

Oct 6

Nareit researchers flag a 127-basis-point cap rate gap between private real estate and REITs

Oct 6

Morningstar survey: U.S. advisor optimism falls to 36% as private-market offerings reach 40%

Oct 6

Merrill adds third-party manager data fees up to $860,000 and a 0.1% revenue share

Oct 6

An op-ed in Financial Planning lays out 90/10 at $1 million and a private-markets carve-out at $10 million

Oct 6

BofA strategists say easy money from AI capex trade is largely made

Oct 5

RIA CIOs lean on short-duration bonds as Treasury yields reach two-decade highs

Oct 2

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Products & portfolios stories, page 2

Page 2 of 8

Fifth Third Wealth Advisors CIO overweights real assets as growth and inflation rise

All Magnificent Seven companies fall short of a 1.5°C climate pathway, Morningstar says

Schwab raised tax-aware long-short minimum to $10M from $1M

Morgan Stanley posts $15.2B in alt net flows as wirehouses push alts and AI

Wealth Enhancement strategist says AI creates false diversification in alternatives

Nontraded BDC redemption requests ease to 9.8% in third quarter, Fitch says

Ballentine Income Opportunities Fund III files Form D with no total offering amount

MassMutual makes Flourish Cash available to its advisor network

SEC proposes expanding cross trading by registered funds

Vishal Khanduja turns bullish as Eaton Vance bond fund tops benchmark duration

IUL income illustrations assume level crediting and a full-equity benchmark, WealthManagement.com column says

Brown Advisory files $5.4M DCVC-linked fund in Form D batch from $80K to $227M

Schwab adds Save's cash strategy to its SMA marketplace

SEC proposes crypto custody framework for advisers and regulated funds

Nareit researchers flag a 127-basis-point cap rate gap between private real estate and REITs

Morningstar survey: U.S. advisor optimism falls to 36% as private-market offerings reach 40%

Merrill adds third-party manager data fees up to $860,000 and a 0.1% revenue share

An op-ed in Financial Planning lays out 90/10 at $1 million and a private-markets carve-out at $10 million

BofA strategists say easy money from AI capex trade is largely made

RIA CIOs lean on short-duration bonds as Treasury yields reach two-decade highs