Private Credit Sales Teams Grapple with Rising Redemptions and Credit‑Quality Fears
Private‑credit sales professionals are feeling heightened stress as record‑high redemption requests at funds like Blackstone, Blue Owl, Ares and Apollo force them to shift from fundraising to defending assets. The surge in outflows, coupled with worries over credit quality, is driving longer hours, lower commissions and a slowdown in hiring for a role that peaked at 585 moves in 2025.
Estate Planning Lessons From Tony Hsieh's Contested $500M Will
Tony Hsieh, the Zappos founder, died in 2020 leaving an estimated $500 million estate with no documented will. In early 2025 a seven‑page document allegedly signed by Hsieh in Pakistan and witnessed by non‑existent individuals surfaced and is now before a...
Why Flows Into Active ETFs Are Outpacing Total Market Share
Financial advisors are rapidly shifting from passive indexing to active ETF strategies, a trend accelerated by the 2019 ETF Rule, heightened market volatility, and a quest for tax efficiency. Active ETFs, though only about 10% of total ETF assets, attracted...
Do I Earn Too Much to Have an IRA?
The article explains that a single taxpayer earning $120,000 in 2025 exceeds the traditional IRA deduction phase‑out range of $79,000‑$89,000 if covered by an employer plan. If the taxpayer is not covered, there is no income limit and the contribution...
Future Gazing: Report Warns Advisors to Prep for Radically Different Economic Outcomes
Boston Consulting Group’s new Henderson Institute report outlines four divergent 2050 scenarios—AI Abundance, Battling Blocs, Climate Coalition, and Digital Darwinism—showing global GDP could grow anywhere from 1.8% to 5% annually. The analysis, built on over 100 megatrends and a century...
TIPS Bond Ladders: An Inflation Shield for Retirees
Retirees are especially vulnerable to inflation because they rely on fixed‑income streams, and traditional bond ladders can lose real value as prices rise. Treasury Inflation‑Protected Securities (TIPS) adjust principal with the CPI, offering a direct hedge. Northern Trust’s FlexShares 2035...