Asset manager giants including BlackRock Inc., Fidelity Investments, T. Rowe Price Group and Franklin Resources Inc. are among the firms seeking regulatory permission to deploy the hybrid structure. Some have been waiting for about two years, ever since Vanguard’s  patent expired .But the size of the waitlist — more than six-times the number of firms that were racing for approval to launch Bitcoin funds — suggests huge industry-wide enthusiasm to take up the Vanguard blueprint. Eric Balchunas, senior E ...

The wealthy quietly use under-the-radar strategies to protect and grow their assets, especially during times of inflation, market volatility and economic uncertainty. Read More: The No. 1 Way Americans Become Millionaires Is Pretty Boring — and Easy To Do Find Out: How Much Money Is Needed To Be Considered Middle Class in Your State? These tactics go beyond traditional investing and focus on tax efficiency, asset protection and long-term growth. From sophisticated trust structures to lifestyle-aligned inv ...

客户关注焦点 - 机构客户主要关注美国例外主义以及美元走势 正在考虑是否应在边际上减少对美国市场的配置并增加全球配置 目前70%的资产配置于美国[2] - 零售客户因市场上涨特别是七巨头股票的巨大涨幅而面临显著的税务问题 核心问题是如何在实现风险分散的同时保持税务效率[3] 美元走势对全球投资的影响 - 美元兑多种世界货币贬值是今年未被充分报道的重要故事之一 美元疲软正在改变投资格局[4] - 美元贬值使得国际投资者投资于美元资产变得更加困难 因为如果美元升值对海外投资者而言是阿尔法收益来源[6] - 许多国际市场表现良好不仅因为其估值远低于美国市场 还因为货币变动使其相对吸引力增加[7] 美国市场集中度与全球机会 - 美国市场市值占比处于前所未有的水平 英伟达一家公司的市值已超过除日本以外的每一个股票市场[7][8] - 美国公开市场的指数和收益都高度集中在少数几只股票上 这种集中度正推动客户对私募市场产生浓厚兴趣[9] - 国际投资者正在审视日本、中国、印度和欧洲等市场 考虑进行边际上的多元化配置而非全面撤离美国[6][8]

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces September monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the September 2025 Ex-Div Date (9/24/2025) Â Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (. ...

At Trade With Beta , we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other t ...