@MorningstarInc conducted a deep dive on 60/40 portfolios, looking at performance over a 150-year timespan. @jpmorgan analysts are moving beyond traditional stock coverage and being to look at private firms, starting with @OpenAI. spr.ly/6015fGMtv

More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports @FundFire. Despite the recent rush to private markets, venture capital has struggled... spr.ly/60154YuL1

These are among the investment must-reads we found this week for financial advisors. spr.ly/60154RW03

Congress seems set to open the private markets to retail investors next year, reports Barron’s. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. spr.ly/60154y8Kl

Global investment diversification is one solution. spr.ly/60164BtHA

Educating clients on the cost, liquidity and tax efficiency of ETF share classes may be crucial. spr.ly/60132xTN5

These are among the investment must reads we found this week for financial advisors. spr.ly/60122sVS4

The fallout from President @realDonaldTrump's #tariffs continues to dominate headlines and reverberate across investment markets. More players eye private market opportunities for mass affluent investors. spr.ly/6019Fsg3c

@Vanguard_Group held discussions with major alternative asset managers in recent months to explore potential tie-ups that would market private assets to individual investors. Via @business spr.ly/6010FG5Lj

A report from AdvisorPro found over half of #RIA ETF positions changed in 2024, indicating tactical reallocations while adapting to market conditions. spr.ly/60180dvMn

These are among the #investment must reads we found this week for wealth advisors. spr.ly/60150Jp29

The Australian-based asset manager has taken steps to integrate its investment products under one banner as it focuses on the U.S. wealth channel. spr.ly/6012LQdx2

The ADL and JLens will largely use the #ETF as a vehicle to promote Jewish-friendly causes through shareholder advocacy and to counter rising pressure on companies to boycott Israel. Via @business spr.ly/6019LqcGZ

During his recent US Senate confirmation hearing, Commerce Secretary nominee Howard Lutnick repeatedly emphasized the Trump administration’s view that other nations have not sufficiently “respected” the United States regarding global trade. spr.ly/6017L9vGv

@RaymondJames has created two new senior-level positions to bolster its private market investment offerings for ultra-high-net-worth clients. spr.ly/6010Lj76O

@MorningstarInc profiled the top 15 value-creating stocks of the past decade. Several asset managers made announcements pushing distribution into the wealth channel. spr.ly/6015LTcJT

In February, we saw signs of reversal in sentiment around U.S. market outperformance relative to other regions. By @aniketullal from @cfraresearch spr.ly/6019LOpAN

None of the new funds claim direct PE investments, but rather a rough approximation of them. spr.ly/6016LDN2y

The firm is the first asset manager to sign onto the @InvestCloud product that launched in December. spr.ly/6012ICfiY

@Fidelity has expanded its model portfolio lineup for wealth management firms with the launch of two all-#ETF model portfolio suites. spr.ly/6012ICD84