Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees?

Published on October 22, 2024

Morningstar took a look at recent thematic fund performance in the U.S. and globally.

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11 Investment Must Reads for This Week (Oct. 22, 2024)

October 22, 2024
BlackRock’s ETF head told CNBC that 13F filings have revealed that 80% of investors in spot bitcoin ETFs are direct investors and 75% have never previously owned its ETFs. J.P. Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

IRS Releases 2025 Inflation and Other Adjustments

October 22, 2024
Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year.