Blue Owl Curbs Investor Liquidity Following Asset Sale, Shares Down 3% In Pre-Market Trading

Blue Owl Capital will tighten investor liquidity in its retail-focused Blue Owl Capital Corporation II Fund after offloading $600 million of assets.

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Goldman Says Most Large-Cap Stock Pickers Beat Market Since 2007

The proportion of large-cap active mutual funds outperforming their benchmark so far this year is the highest since 2007.

Fed Reveals Surprise Shift As Several Officials Ponder Hike

Fed officials appeared surprisingly wary of cutting interest rates when they met last month, with several suggesting the possible need to raise rates.

Investor Dan Ives Says The Tech Selloff That Has Been Spooking Markets Is Actually A ‘Generational Opportunity’ To Get In On The Action

The once relentless rally in AI-fueled stocks has lost momentum.

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GeoWealth: 5 Years of America's Best TAMPs

Just five years ago, GeoWealth had $8 billion in platform assets. Today, we have more than $28 billion in platform assets. Our team has grown significantly to more than 100 people. And we’re serving more RIAs than ever before, with 180,000 accounts on the platform.

UX Wealth: How Top RIAs Are Increasing Control Over Investments

In a recent interview with Wealth Advisor, UX Wealth's Head of Trading, Billy Kropp gave insight into how a select group of RIAs are constructing their own investment models and five important factors to consider.

Smartleaf: Hyper-Personalized Index Solutions at Scale

View the replay of the live conversation between Syntax and Smartleaf Asset Management on how technology enables you to construct hyper-personalized index solutions at scale.

AssetMark: Wealth Management and Bank Trust Create A Powerful Combination for the Evolving Financial Landscape

Traditionally, bank trust departments offered a range of services, including trust administration and wealth management. However, the lines are shifting as forward-thinking banks are refocusing on wealth management for their trust clients.

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Cathie Wood’s ARKK Takes Fresh Hit After Falling 50% Since Covid

The Trust Advisor

Robert Duvall's Fortune Of Between 50 And 70 Million Dollars That His Fourth Wife Could Inherit Entirely

Apple Decouples From Nasdaq, Offering Alternative To AI-Fueled Volatility

Fund Beating 99% Of Peers Sees Few Software Firms Surviving AI

Goldman Sachs CEO David Solomon Says The Tech Sell-Off Is "Too Broad"