Products & portfolios

11 stories this week 132 in all, from the Advisors desk.

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Products & portfolios stories, page 2

Page 2 of 7

By date

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

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

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

Senate passes the Social Security Claiming Age Clarity Act, sending it to Trump

Oct 1

Ed Slott: the QCD cap survives an RMD and a Roth conversion

Oct 1

SEC weighs three proposals to widen retail access to private markets

Sep 30

SEC proposes an exam-based path to accredited investor status

Sep 30

AlpInvest and Blue Sky file secondaries funds; Bain and Crescent file credit funds

Sep 30

IRS ruling targets ETF conversions used to realign appreciated portfolios

Sep 29

IRS, Treasury proposal would auto-create an estimated 63.36 million 530A accounts

Sep 29

Cornyn and Van Duyne bill would defer tax on reinvested mutual fund gains

Sep 29

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Products & portfolios

Products & portfolios stories, page 2

Page 2 of 7

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

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

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

Senate passes the Social Security Claiming Age Clarity Act, sending it to Trump

Ed Slott: the QCD cap survives an RMD and a Roth conversion

SEC weighs three proposals to widen retail access to private markets

SEC proposes an exam-based path to accredited investor status

AlpInvest and Blue Sky file secondaries funds; Bain and Crescent file credit funds

IRS ruling targets ETF conversions used to realign appreciated portfolios

IRS, Treasury proposal would auto-create an estimated 63.36 million 530A accounts

Cornyn and Van Duyne bill would defer tax on reinvested mutual fund gains