Month: June 2025

June 11, 2025 – Asset-based private credit, a form of lending secured by tangible assets like real estate, equipment, or receivables, is gaining traction in 40 Act funds—mutual funds, ETFs, and closed-end funds regulated under the Investment Company Act of 1940. As investors seek higher yields and diversification amid economic uncertainty, this asset class offers […]

By Asset Allocator Journal Staff Meta is preparing to roll out advertisements on WhatsApp’s Status feature later this year, according to the Financial Times. The company will also begin offering in-chat promotions through its WhatsApp Business platform. These changes mark the first time WhatsApp will include display ads, representing a significant shift for an app […]

By Asset Allocator Journal Staff According to Business Matters, BT’s chief executive announced that AI advancements could lead to further job cuts at the company. The integration of AI is aimed at improving efficiency but raises concerns about workforce reductions in the telecom sector. This development highlights the growing influence of AI on corporate restructuring […]

By Asset Allocator Journal Staff The Financial Times reports that Harvard and Yale have begun disclosing detailed breakdowns of their private market holdings, spanning private equity, venture capital, and real estate. The schools are revealing performance metrics, multi-year return patterns, and liquidity profiles amid pressure for transparency. The move challenges longstanding opacity in elite endowment […]

According to a recent Wall Street Journal article, a growing number of financial advisers are outsourcing investment decisions, with assets in model portfolios reaching a record $8 trillion in April 2025. This trend reflects a shift among registered investment advisers (RIAs) and wealth managers toward leveraging third-party asset management to focus on client relationships, strategic […]

By Asset Allocator Journal Staff According to the Federal Reserve, enforcement actions against Synovus Bank and Signature Bank have been formally terminated, signaling both institutions have corrected past supervisory deficiencies. The Fed notes the closures follow successful remediation of credit, liquidity, and risk management issues. This marks the conclusion of long-standing oversight efforts. The Financial […]

By Asset Allocator Journal Staff A recent ruling detailed by WealthManagement.com found that a $2 million bequest to a spouse failed to qualify as a QTIP trust because the required statutory language was not incorporated into the trust document. The U.S. Tax Court emphasized that taxpayer intent is not sufficient without compliance with Internal Revenue […]

By Asset Allocator Journal Staff According to Advisor Perspectives, the May 2025 jobs report showed a resilient labor market, with 139,000 jobs added and the unemployment rate steady at 4.2%, offering relief to investors concerned about economic slowdown. Despite policy uncertainties, hiring remained consistent, though finance and tech sectors faced challenges for recent graduates. The […]