Advisors selling private assets rose to 40% while comfort explaining them fell to 61%
Morningstar research finds 40% of advisors now offer private-market investments, up from 35%, while comfort explaining them fell to 61% from 68%. Washington is pushing alternatives into 401(k) plans, so the explaining falls to a group whose confidence is slipping.
Reality
- Evidence50
- Adoption40
- Hype gap+10
- Incentives
- Not scored
- Confidence55
Short sellers may sit behind the utilities ETF inflow that made September look defensive
Defensive sector funds took in $1.8 billion in September while sector ETFs as a whole lost $112 million, The Daily Upside reported. State Street's Matt Bartolini says flows into one utilities fund hint at shares created for short sellers to borrow.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+15
- Incentives
- Not scored
- Confidence50
Buyers pulled the 10-year Treasury yield from a 24-year high of 5.34% to a 5.233% close on Thursday, after its biggest quarterly rise since 1994. Part of that demand was a flight to safety, and part was a bet that the Fed holds off on further hikes.
Perspective Coverage
3 publishers
- Builder
- Builder 0%
- Operator
- Operator 8%
- Investor
- Investor 92%
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap+15
- Incentives
- Not scored
- Confidence60
Fidelity ties telling the family about the plan to three times the confidence in it
One third of parents say they have never discussed estate, healthcare or retirement plans with their children. Advisors say fixing that keeps the money in-house when those children inherit, though the figures Fidelity reported measure confidence.
Reality
- Evidence40
- Adoption25
- Hype gap+30
- Incentives70
- Confidence45
Pooled retirement plans cross $5 billion at multiple providers seven years after the Secure Act
Several providers now hold more than $5 billion in pooled employer plan assets, and the one benefit anyone has put a number on is the 40 to 50 hours of staff time an employer skips when the mandatory annual audit goes away.
Reality
- Evidence32
- Adoption58
- Hype gap+28
- Incentives72
- Confidence44
Booth counts 80 firms behind the SEC petition that reopened the ETF share class
David Booth told The Daily Upside that neither mutual funds nor ETFs are inherently superior, and the work that made his $1.1 trillion firm a top active ETF manager was a regulatory petition plus a run of fund conversions.
Reality
- Evidence34
- Adoption38
- Hype gap+16
- Incentives79
- Confidence46
Remote job postings require 25% more skills than similar in-person roles, study finds
A Kellogg study of 50 million job ads finds remote roles want 25% more skills at the same title and employer, while the New York Fed attributes 64% of the rise in young-graduate unemployment to working from home.
Reality
- Evidence56
- Adoption68
- Hype gap+18
- Incentives45
- Confidence58
Advisors are not calling the top. They are pre-funding the withdrawals.
Four years into an AI-led bull run, the work being done in client portfolios is cash matching against dated obligations. Dalio's wealth-versus-money line is the operational part.
Reality
- Evidence38
- Adoption22
- Hype gap+18
- Incentives62
- Confidence45
CoreWeave's $1.2M CEO sale is noise. The $2.3 billion behind it is the number to underwrite
A mandatory sell-to-cover accounts for roughly 0.05% of insider selling since the lockup expired. The scheduled tranches behind it moved 307,692 shares at a time.
Reality
- Evidence26
- Adoption
- Not scored
- Hype gap+34
- Incentives58
- Confidence32
A 21% Year and $11 Million: The Women CEO ETF's Problem Is Not Performance
Hypatia's WCEO beat the S&P 500 by more than seven points this year and now has a three-year record. It still trails its own small-cap benchmark, and it still cannot get on the platforms.
Reality
- Evidence42
- Adoption14
- Hype gap+38
- Incentives76
- Confidence48
Nostalgia is showing up in earnings, but only for the brands that did the repair work
Gap's namesake brand grew sales 10% in the first quarter and Abercrombie posted record net sales. The cycle is shared; the results are not.
Reality
- Evidence44
- Adoption63
- Hype gap+14
- Incentives58
- Confidence41