#fund-governance
#fund-governance

Cryptocurrency

The Bitcoin Treasury Model With A Built-In Valuation Floor

Cryptocurrency

New ETF Filing Targets Bitcoin Treasury Companies With Strategy Inc at Center

6 hours ago

Risk off Markets and Centralization Debates Week in Review

Bitcoin risks dip below $59K as institutions dominate flows and quantum threats emerge.

The Bitcoin Treasury Model With A Built-In Valuation Floor

Companies should consider their structure and strategy when deciding to hold Bitcoin on their balance sheets.

New ETF Filing Targets Bitcoin Treasury Companies With Strategy Inc at Center

Rising demand for bitcoin-linked income is driving new ETF strategies, including the proposed T-Strive Digital Credit ETF targeting yield through bitcoin treasury companies.

more#bitcoin

Artificial intelligence

13 hours ago

Is This ETF the Safest Way to Benefit From AI?

Reliable power is essential for AI scalability, making utilities crucial beneficiaries of the AI era.

Venture

11 hours ago

This ETF Might Double Again This Year After SpaceX's IPO

UFO outperformed the S&P 500 in 2025, raising questions about its future performance and investor understanding ahead of a potential SpaceX IPO.

13 hours ago

Bonds are Taking a Hit. A Steadier Place to Diversify Further

Bond funds face challenges due to potential Fed rate hikes and escalating geopolitical tensions, impacting consumer inflation and investment strategies.

1 day ago

Buy SGOV if You Think the Federal Reserve Is Set to Hike Rates

Rate hikes are now anticipated due to rising inflation and geopolitical tensions, altering previous expectations of cuts by the Federal Reserve.

Fundraising

fromFast Company

fromInside Higher Ed | Higher Education News, Events and Jobs

Here are the 5 most impactful financial freebies every investor should claim

Tax code offers several legal provisions that allow wealth increase and income generation without IRS taxation.

#higher-education

fromInside Higher Ed | Higher Education News, Events and Jobs

Higher education

Why Is Accountability Inconsistently Enforced?

fromInside Higher Ed | Higher Education News, Events and Jobs

Higher education

Higher Ed Denounces GSA's Proposed Federal Funding Strings

Higher education

No, Higher Ed Mergers Have Never Been Strategic (column)

fromInside Higher Ed | Higher Education News, Events and Jobs

Why Is Accountability Inconsistently Enforced?

Campus life often contrasts sharply with the ideal of community, revealing behaviors that range from humorous to criminal.

fromInside Higher Ed | Higher Education News, Events and Jobs

Higher Ed Denounces GSA's Proposed Federal Funding Strings

The Trump administration's proposed pledge for colleges on diversity and inclusion is seen as vague and burdensome, risking federal funding for non-compliance.

fromInside Higher Ed | Higher Education News, Events and Jobs

No, Higher Ed Mergers Have Never Been Strategic (column)

Mergers in higher education often involve unequal institutions, leading to challenges in integration and identity.

more#higher-education

Stakeholder Confidence in the Age of Digital Threats: PR as a Security Asset

Cybersecurity involves both technical measures and effective communication to maintain stakeholder trust during incidents.

Boards Are Falling Short on Cybersecurity

Boards recognize the need for cybersecurity investments, yet the worsening cybercrime situation suggests governance may be deteriorating.

fromThe Hacker News

The AI Arms Race - Why Unified Exposure Management Is Becoming a Boardroom Priority

The cybersecurity landscape is rapidly evolving, with AI enabling faster and more sophisticated attacks, necessitating advanced defensive strategies.

fromSecuritymagazine

Stakeholder Confidence in the Age of Digital Threats: PR as a Security Asset

Cybersecurity involves both technical measures and effective communication to maintain stakeholder trust during incidents.

Boards Are Falling Short on Cybersecurity

Boards recognize the need for cybersecurity investments, yet the worsening cybercrime situation suggests governance may be deteriorating.

fromThe Hacker News

The AI Arms Race - Why Unified Exposure Management Is Becoming a Boardroom Priority

The cybersecurity landscape is rapidly evolving, with AI enabling faster and more sophisticated attacks, necessitating advanced defensive strategies.

Intellectual property law

Private equity's next step into 401(k)s

Law

What Corporate Lawyers Know About 401(k)s That Most Investors Don't

Why Retiring Early With a Large 401(k) Balance Is Riskier Than It Looks

Early retirees face significant risks including penalties, market volatility, healthcare costs, and psychological impacts when accessing 401(k) funds.

Retirement

The Hidden 401(k) Tax Bomb Waiting for Anyone Who Retires With Over $1 Million

Surviving spouses face significantly higher tax burdens due to changes in filing status and RMDs after the death of a partner.

fromAxios

Private equity's next step into 401(k)s

The final rule emphasizes a rules-based framework for 401(k) investments without endorsing specific asset classes like private equity or crypto.

Law

What Corporate Lawyers Know About 401(k)s That Most Investors Don't

Understanding your 401(k) fee disclosure is crucial for managing retirement assets effectively.

Why Retiring Early With a Large 401(k) Balance Is Riskier Than It Looks

Early retirees face significant risks including penalties, market volatility, healthcare costs, and psychological impacts when accessing 401(k) funds.

The Hidden 401(k) Tax Bomb Waiting for Anyone Who Retires With Over $1 Million

Surviving spouses face significantly higher tax burdens due to changes in filing status and RMDs after the death of a partner.

Prediction markets have sparked a golden age of insider trading-but the party may be coming to an end | Fortune

Insider trading in prediction markets has surged, raising concerns about unethical betting practices and lack of regulatory oversight.

CFTC sues three states for trying to regulate prediction markets

CFTC is suing states for attempting to regulate prediction markets, asserting its exclusive jurisdiction over these financial instruments.

Prediction Market Showdown: CFTC and DOJ Challenge Illinois State Gambling Authority in Federal Court

The CFTC filed a lawsuit against Illinois officials, asserting exclusive federal jurisdiction over prediction markets, challenging state gambling laws.

Law

fromEngadget

CFTC sues three states for trying to regulate prediction markets

CFTC is suing states for attempting to regulate prediction markets, asserting its exclusive jurisdiction over these financial instruments.

fromwww.caughtoffside.com

Prediction Market Showdown: CFTC and DOJ Challenge Illinois State Gambling Authority in Federal Court

The CFTC filed a lawsuit against Illinois officials, asserting exclusive federal jurisdiction over prediction markets, challenging state gambling laws.

more#cftc

Soccer (FIFA)

UEFA rules block Newcastle United from making PIF transfer deals

Newcastle United struggles to sell players to Saudi clubs due to UEFA rules limiting profit from associated-party transactions.

#leadership

Bootstrapping

Your Management Strategy Is Doomed to Fail If You Don't Do This

Effective management focuses on execution through a straightforward approach: face reality, investigate issues, fix them systematically, and own the outcomes.

Productivity

How Senior Leaders Make Fewer, Better Decisions

Senior leaders must make high-impact decisions with less visibility by treating decision-making as a discipline and designing supportive systems.

Your Management Strategy Is Doomed to Fail If You Don't Do This

Effective management focuses on execution through a straightforward approach: face reality, investigate issues, fix them systematically, and own the outcomes.

Productivity

How Senior Leaders Make Fewer, Better Decisions

Senior leaders must make high-impact decisions with less visibility by treating decision-making as a discipline and designing supportive systems.

How prediction markets landed in Congress' crosshairs

Debate centers on regulation and taxation of prediction markets like Kalshi and Polymarket, with bipartisan interest in addressing insider trading.

Prediction markets caught insider traders in real time. Congress wants to shut them down anyway | Fortune

Prediction markets expose insider trading issues, offering transparency through blockchain technology, and should not be banned by legislation.

US politics

fromPOLITICO

How prediction markets landed in Congress' crosshairs

Debate centers on regulation and taxation of prediction markets like Kalshi and Polymarket, with bipartisan interest in addressing insider trading.

Prediction markets caught insider traders in real time. Congress wants to shut them down anyway | Fortune

Prediction markets expose insider trading issues, offering transparency through blockchain technology, and should not be banned by legislation.

more#prediction-markets

#ai-adoption

Business intelligence

More people are using AI to manage their money- but they won't let it make decisions alone | Fortune

Employees embrace AI for productivity but prefer human decision-making authority.

fromMedium

Artificial intelligence

When Not to Use AI: Strategic Restraint as a Leadership Skill

Leaders must prioritize responsible AI adoption, focusing on strategic deployment rather than indiscriminate implementation to avoid pitfalls.

Business intelligence

More people are using AI to manage their money- but they won't let it make decisions alone | Fortune

Employees embrace AI for productivity but prefer human decision-making authority.

Artificial intelligence

fromMedium

When Not to Use AI: Strategic Restraint as a Leadership Skill

Leaders must prioritize responsible AI adoption, focusing on strategic deployment rather than indiscriminate implementation to avoid pitfalls.

Experts say geopolitical trades test limits of insider trading laws

Unusual trading patterns before Trump's Iran announcement raise questions about market integrity and the adequacy of current regulations.

Poker

fromESPN.com

NFL asks prediction markets to stop manipulable trading

The NFL requested prediction market operators to avoid trades on easily manipulated events to protect game integrity and prevent unfair allegations.

The 4 Top ETFs For Retirees To Buy And Hold

Retirement portfolios require reliable income, capital preservation, and low costs, addressed by specific ETFs with distinct mechanisms.

This ETF Pays Dividends Monthly and Yields 7.3%

The fund blends high yield corporate bonds, senior loans, and debt tranches of U.S. collateralized loan obligations (CLOs) into a single actively managed portfolio, aiming to deliver income that beats the broad bond market while keeping volatility lower than any single segment on its own.

Business

MSFW Has Lost 34% Since Launch While Promising 30% Yields

Leverage in the Roundhill MSFT WeeklyPay ETF has led to significant losses, undermining the appeal of its high yield.

MOAT ETF Is Down 7% in 2026. Here Is the Macro Signal That Changes Everything

MOAT ETF has a long-term record of 259% growth over the past decade despite a 7% decline in 2026.

Fundraising

MSFW Has Lost 34% Since Launch While Promising 30% Yields

Leverage in the Roundhill MSFT WeeklyPay ETF has led to significant losses, undermining the appeal of its high yield.

MOAT ETF Is Down 7% in 2026. Here Is the Macro Signal That Changes Everything

MOAT ETF has a long-term record of 259% growth over the past decade despite a 7% decline in 2026.

more#etf

Artificial intelligence

fromMarTech

Your AI governance gap is bigger than you think | MarTech

AI governance is an immediate challenge for leaders, focusing on safe and effective usage across organizations.

Europe news

fromwww.businessinsider.com

Private debt and evergreens are setting the pace in European private markets - London Business News | Londonlovesbusiness.com

Private markets are expanding to a broader investor base, with private debt and evergreen structures leading the growth in ELTIFs.

#ai-infrastructure

Venture

10 power players behind the data center debt boom

fromwww.businessinsider.com

Business

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

Venture

10 power players behind the data center debt boom

The AI boom is driving a significant financing surge for data centers, with major Wall Street firms leading the charge.

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.

more#ai-infrastructure

These 4 High-Yield ETFs Promise Big Payouts, but Only 1 Looks Truly Safe

Different ETFs offer varying income sources and sustainability, with distinct risks and yields.

$75 Billion in SGOV: The Cash ETF That Pays You to Wait Out Market Chaos

SGOV offers a safe, liquid investment option with yields that closely track short-term government rates, ideal for cash preservation.

fromReadWrite

CFTC lawsuit targets states over prediction markets ban

Federal regulators are suing Arizona, Illinois, and Connecticut to assert authority over event contracts against state regulations labeling them as unlicensed gambling.

fromInside Higher Ed | Higher Education News, Events and Jobs

Governing the Business of Athletics (opinion)

Governing boards must possess deep knowledge of complex, evolving issues in collegiate athletics to govern effectively.

How Top Executives Structure Their 401(k) to Pay Zero Taxes in Retirement

Managing diverse retirement assets is crucial to avoid tax collisions and achieve zero taxes in specific years.

How a Business Owner With $1.2 Million in a 401(k) Legally Avoids RMDs

Business owners can eliminate required minimum distributions from 401(k) accounts through strategic Roth conversions before age 73.

How Top Executives Structure Their 401(k) to Pay Zero Taxes in Retirement

Managing diverse retirement assets is crucial to avoid tax collisions and achieve zero taxes in specific years.

How a Business Owner With $1.2 Million in a 401(k) Legally Avoids RMDs

Business owners can eliminate required minimum distributions from 401(k) accounts through strategic Roth conversions before age 73.

more#retirement-planning

How Income Investors Are Using HYBL to Dodge Interest Rate Risk in 2026

HYBL attempts to solve the income problem by combining senior loans, high-yield corporate bonds, and debt tranches from U.S. collateralized loan obligations (CLOs). The result is a portfolio with lower duration and lower volatility compared to traditional high-yield funds, while still targeting high current income with monthly distributions.

Business

NYC real estate

fromThe Daily Upside

How Advisors Are Finding Opportunities in Private Real Estate Right Now

Commercial real estate values remain 17% below 2022 peaks due to pandemic office vacancies and interest rate increases, presenting potential buying opportunities despite sector skepticism and illiquidity concerns.

Franklin Templeton Acquires CoinFund Spinoff For Crypto Push

Franklin Templeton acquires 250 Digital to enhance its digital asset strategy and establish a dedicated institutional crypto division.

Building a diversified portfolio with limited capital - London Business News | Londonlovesbusiness.com

Diversification reduces risk by spreading investments across different assets, sectors, and regions rather than concentrating capital in single holdings.

The 401(k) Move Executives Make Every December to Shield Their Bonus From Taxes

Most employer 401(k) plans allow mid-year changes to the deferral election percentage. Before the bonus pay period, raise the deferral rate high enough to funnel as much of the bonus as possible into the 401(k), up to the annual limit.

Retirement

Vanguard Projects International Stocks Will Beat the US for 10 Years. Here Are 3 ETFs Built to Capture That.

Vanguard predicts US equity growth at 4-5% over the next decade, while non-US equities may reach 7%.

VIGI Lags the Broad Market but Delivers Quality International Dividend Growth

Vanguard International Dividend Appreciation ETF focuses on companies with at least seven years of dividend growth, avoiding high-yielding, potentially risky stocks.

Vanguard Projects International Stocks Will Beat the US for 10 Years. Here Are 3 ETFs Built to Capture That.

Vanguard predicts US equity growth at 4-5% over the next decade, while non-US equities may reach 7%.

VIGI Lags the Broad Market but Delivers Quality International Dividend Growth

Vanguard International Dividend Appreciation ETF focuses on companies with at least seven years of dividend growth, avoiding high-yielding, potentially risky stocks.

more#vanguard

fromSubstack

Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183

The sharp rise in oil prices and renewed inflation concerns created significant pressure on both stocks and bonds, impacting investor sentiment and market dynamics.

Retirement

#401k-plans

Cryptocurrency

Labor Department Proposal Could Open 401(k)s To Bitcoin And Alternative Assets

Retirement

Use This New 401(k) Strategy the Way Billionaires Build Wealth

Labor Department Proposal Could Open 401(k)s To Bitcoin And Alternative Assets

The U.S. Department of Labor proposed a rule to expand investment options in 401(k) plans, including alternative assets like crypto.

Use This New 401(k) Strategy the Way Billionaires Build Wealth

Alternative investments in 401(k) plans could increase wealth by 15%, but come with risks like higher fees and liquidity constraints.

Do Not Build a Retirement Portfolio in 2026 Without at Least One of These 3 Dividend Kings

Dividend King stocks are essential for portfolios, especially retirement ones, providing stability and potential growth amid market fluctuations.

Why RWR's 3.4% Yield Looks More Durable Than Most Investors Realize

The SPDR Dow Jones REIT ETF offers a 3.4% dividend yield backed by over 100 REITs, raising questions about income stability across rate cycles.

SPYT Promises 20% Income but IVV's 71.32% Long-Run Return Tells a Different Story

Defiance S&P 500 Target Income ETF offers high yields but limits upside potential, making it crucial to understand its structural limitations before investing.

The Hidden Retirement Costs Tax Planning Can Help You Avoid

Tax planning is essential for managing retirement income and lifestyle, despite differing opinions on its importance.

fromwww.housingwire.com

Proposal would ease path for riskier 401(k) investments

U.S. Secretary of Labor Lori Chavez-DeRemer stated that the proposed rule aims to fulfill President Trump's promise for a new golden age by fostering a retirement system that allows more Americans to retire with dignity.

Retirement

A 21% Yield With a Troubling Pattern Investors Should Not Ignore

Prospect Capital Corporation offers a high yield but faces significant losses that threaten future income and sustainability.

4 weeks ago

Follow the Wealth Management Advice of High Net Worth People

Founders excel at building wealth but often neglect legacy planning, requiring different skills including patience, governance, education and communication to sustain and transfer wealth effectively across generations.

Boards Need to Rethink How They Advise CEOs

Boards need to adapt discussions despite having experienced members, as CEOs struggle to prioritize amid disruption.

3 Ways To Avoid Paying Taxes On Your Social Security Benefits

Social Security benefits may be taxed based on combined income, with low thresholds that haven't adjusted for inflation.

The Bond ETF Playing the Whole Field While Handing Investors Monthly Paychecks

Fidelity Total Bond ETF offers consistent monthly income with a 4.4% yield and an expense ratio of 0.36%.

The Inflation-Proof ETF You Need in Your Portfolio

Oil supply disruptions in the Strait of Hormuz are driving up Brent crude prices, impacting inflation and consumer goods.

Why Financial Advisors Tell High Earners Over $400K to Stop Maxing Their 401(k)

High earners may benefit from strategies that reduce taxable income in retirement rather than traditional tax-deferment methods.

MAGS ETF: Two Signals Will Determine If the 16% Slide Gets Worse in 2026

Roundhill Magnificent Seven ETF is down 16% year-to-date, influenced by AI capital expenditure trends and the equal-weight structure's impact on performance.

How to Manage Investor Expectations After Fundraising

Consistent, transparent post-investment communication sustains investor trust and engagement more effectively than the initial fundraising process itself.

Extreme Fear is Gripping the Market, This Is the Smart Move Most Investors Miss

Investors are panicking, leading to extreme fear in the markets, with quality stocks like Apple and Microsoft also being sold off.

FFEM Dropped 13% in One Month as Rising Treasury Yields Drain Emerging Markets

Fidelity Fundamental Emerging Markets ETF has gained 34% in a year but faces risks from rising U.S. Treasury yields and a strengthening dollar.

fromwww.businessinsider.com

There is A Weekly Income T-Bill ETF That No One Knows About, But It's Beating Money Markets

TreasuryDirect is unpopular due to its outdated interface, leading investors to prefer alternatives like money market funds and the Roundhill Weekly T-Bill ETF.

$50 billion Tiger Global just turned 25 years old. Here are some of the famous people who have given the firm advice over the years.

A dollar invested in the firm's flagship hedge fund at inception would be worth $28 after fees at the end of 2025, compared to less than $9 for the S&P 500.

Business

Mirabaud Wealth Management head of investments emphasises diversification amid market uncertainty - London Business News | Londonlovesbusiness.com

Focus on diversification and portfolio resilience amid global market uncertainties.

Bill Ackman told spooked investors to get over the Iran war and buy Fannie and Freddie. Stocks surged 40% the next day | Fortune

Bill Ackman recommends buying Fannie Mae and Freddie Mac, citing their undervaluation amid market fears related to the Iran war.

3 Dividend Stocks You Can Buy Today and Forget About for the Next 20 Years

Investing in dividend stocks like Coca-Cola can build long-term wealth and provide passive income, even during economic uncertainty.

fromSubstack

Index Funds Aren't Boring. You're Just Addicted to Feeling Smart

Index funds provide predictable growth and often outperform complex investment strategies.

2 ETFs That Pay 10% (or More) Without Covered Call Options

Actively managed strategies for covered calls can provide better upside and risk management compared to systematic buy-write strategies.

5 Monthly Dividend Payers Down 21%: A Chance for Endless Cashflow?

Monthly dividend stocks provide consistent income, but rising Treasury yields increase the investment threshold for equities.

Education

The right way to learn investing: Practice before theory, systems before tactics - London Business News | Londonlovesbusiness.com

Practice investing through real decision-making before deep theory to build systems and muscle memory that perform under market stress.

Environment

fromwww.mercurynews.com

US pensions lack strong climate strategies, Sierra Club says

Most U.S. public pension funds lack net-zero commitments and credible climate investment strategies; only a few have specific targets or sizable climate investment pledges.

The One International ETF Most Retirement Portfolios Are Missing Right Now

U.S. retirement portfolios are overly concentrated, making international exposure through VXUS increasingly important for diversification and potential returns.

TOPT Holds 16% in NVIDIA Alone, and That Concentration Is Driving Its 11% Loss

TOPT's performance is heavily influenced by a few mega-cap tech stocks, leading to significant volatility and risk for investors.

PennantPark's Big Yield Is Burning Through a Finite Reserve

PennantPark Investment Corporation offers a high yield but faces challenges with income generation and dividend coverage due to interest rate sensitivity.

Fundraising

The rise of private equity allocations and the implications for fund managers - London Business News | Londonlovesbusiness.com

Large private-market deals increasingly involve co-investments across sizes, with sovereign wealth funds and family offices boosting private equity allocations, changing execution and opportunities for managers.

#trump-finances

US politics

Big pile of money

US politics

Big pile of money

US politics

Big pile of money

fromTNW | Investors-Funding

US politics

Big pile of money

Private Credit Could Crush the Stock Market: 5 Financial Dividend Giants With Zero Exposure

Private credit poses significant risks due to leverage and debt, with potential liquidity mismatches exacerbating financial instability.

Venture

How the uninvestable is becoming investable

Venture capital is increasingly funding complex 'hard' sectors—government, defence, energy, manufacturing, and hardware—driven by rising public spending and AI-enabled adoption cycles.

3 weeks ago

How Retirees Are Using ESGD to Pair ESG Values With International Dividend Income

ESGD provides ESG-filtered international equity exposure with dividend income, combining values-based investing with diversification across developed markets outside North America.

Boards Often Misunderstand What Stock Buybacks Really Cost

Share buybacks are often misunderstood as capital returns when they primarily offset dilution from stock-based compensation rather than representing true shareholder payouts.

Long-term capital is shaping modern business strategies - London Business News | Londonlovesbusiness.com

Family offices provide patient capital and strategic support for long-term business growth, prioritizing stability and multi-generational wealth preservation over short-term returns.

One of These High Yield Funds Is Quietly Returning Your Own Money Back to You

Three income-focused funds offer different strategies: ADX uses diversified equity dividends and capital gains, while PYPY and ULTY employ covered call options that generate consistent income but cap upside potential during strong market rallies.

fromInstitutionalinvestor

Is the Family Office Chief the Most Coveted Job in Investing?

Family office leadership roles are rare, highly sought, and offer intellectual variety, close principal relationships, and better work-life balance than traditional finance jobs.

fromFast Company