Finance News

Nine Investment Must Reads This Week

KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. Morningstar published an explainer on the growing world of interval funds. These are among the investment must reads we foun

logo.png  By NB  Apr 17, 2024

Ripping off the Band-Aid of Self Reporting ‘Off-Channel’ Communications

The SEC has repeatedly rewarded firms who self-reported their use of WhatsApp and other unauthorized communication means with leniency.

logo.png  By NB  Apr 17, 2024

We’re in the Early Innings of the Consolidation Game

It's too soon to say who will win.

logo.png  By NB  Apr 17, 2024

A Hundred Years On, Firm Behind First Mutual Fund Plans ETFs

MFS Investment Management has applied to create five actively managed exchange-traded funds spanning stocks and bonds, according to SEC filings.

logo.png  By NB  Apr 17, 2024