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Morningstar Credit Analytics is bringing commercial real estate and commercial mortgage-backed securities data directly into artificial intelligence workflows through a new integration with Anthropic’s Claude platform. The Morningstar subsidiary announced that licensed users can now access CRE and CMBS intelligence within Claude through Model Context Protocol, or MCP, enabling analysts to query live loan- and …

Cove Capital Investments has acquired a fully leased, grocery-anchored retail shopping center in Princeton, Kentucky, anchoring its new Cove Princeton KY Opportunity 117 Delaware Statutory Trust offering — a Regulation D, Rule 506c vehicle targeting a $5,311,475 equity raise for accredited 1031 exchange investors. The approximately 72,013-square-foot retail center is anchored by Marshalls, Tractor Supply …

Morgan Stanley Wealth Management has launched a new referral arrangement with Galaxy Digital designed to help eligible clients more efficiently integrate digital assets into traditional investment portfolios. The program allows qualified Morgan Stanley clients to lend cryptocurrencies, including Bitcoin, Ether and Solana, to Galaxy and receive shares of exchange-traded products with exposure to spot digital …

As artificial intelligence continues to dominate the stock market, investors remain cautiously optimistic about AI and view it as a long-term investment. But some remain concerned about near-term risks, and the role AI plays in financial advice, a new study from asset manager Janus Henderson suggests.  Investors have also expressed skepticism about relying on AI for receiving financial recommendations, citing concerns about data security, bias, and overhyped expectations, according to …

Investors in companies like OpenAI, SpaceX and other high-growth firms are increasingly buying future optionality rather than current cash flow, according to Dean Rubino, CEO of KPC Private Funds. These businesses are valued on the belief they will become foundational infrastructure for AI, aerospace and next-generation computing. Over the last two decades, the private capital …

Barings and Pacer ETFs have partnered to launch two actively managed fixed-income exchange-traded funds focused on collateralized loan obligations and secured credit investments. Pending regulatory approval, Barings will serve as sub-adviser for the funds, which are expected to invest in CLO debt, senior secured loans, secured high-yield bonds and other credit opportunities. The ETFs will …

U.S. wholesale inflation remained elevated in May as producer prices posted another strong monthly increase, underscoring the challenges facing policymakers as they seek to bring inflation back toward the Federal Reserve’s long-term 2% target. The Producer Price Index for final demand rose 1.1% in May from the previous month, matching April’s revised increase and exceeding …

As Charles Schwab quietly announced its plan to expand into local markets with its Schwab Wealth Advisory branches, fears within registered investment advisory firms are starting to heat up, as they question the motive behind Schwab’s SWA offices.  Currently, Schwab has 20 SWA offices across various markets and aims to open an additional 10 new branches by next year, after initially starting the year with four offices.  To fully support the rollout, Schwab recruited over 200 in-house wealth advisors last …

Osaic Wealth has added a New Hampshire-based wealth management firm from LPL Financial, which manages $300 million in total client assets.  Hampton, NH-based Neville & Associates, founded in 1984, is a family-run advisory firm led by branch manager Rick Neville and provides wealth planning, retirement planning, investment management, and insurance solutions.  The firm was originally founded by Rick’s mother, Carol Neville, and previously led by his father, Harold …

Voya Investment Management has launched a new series of multi-manager collective investment trusts aimed at expanding access to alternative investments within defined contribution retirement plans. The new offerings, V-ALT Multi-Manager Alternative Fixed Income and V-ALT Multi-Manager Alternative Equity, will initially be available through advisor-managed accounts on Voya’s retirement platform. Global Trust Company serves as trustee …

VanEck has launched the VanEck Data Center Supply Chain ETF (CBOE: RACK), offering investors targeted exposure to companies supporting the rapid expansion of artificial intelligence infrastructure. The new exchange-traded fund seeks to track the MarketVector Data Center Supply Chain Index, a modified float-adjusted market capitalization-weighted benchmark focused on U.S.-listed companies generating significant revenue from data …

A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center, power and connectivity development under a single platform. Helix launches with more than $10 billion in capital commitments from its founding …

A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center, power and connectivity development under a single platform. Helix launches with more than $10 billion in capital commitments from its founding …

U.S. wholesale inflation remained elevated in May as producer prices posted another strong monthly increase, underscoring the challenges facing policymakers as they seek to bring inflation back toward the Federal Reserve’s long-term 2% target. The Producer Price Index for final demand rose 1.1% in May from the previous month, matching April’s revised increase and exceeding …

Moomoo is expanding its cryptocurrency trading business into Texas while introducing a new feature that allows U.S. users to transfer digital assets directly between external wallets and their platform accounts. The global investment and trading platform said Texas-based investors can now trade 52 cryptocurrencies through Moomoo Crypto with zero commissions and transaction fees as low …

Stablecoins are on a path from the crypto wallet to the cash register, with a new Deloitte Center for Financial Services report predicting that more than $200 billion in U.S. retail purchases will be stablecoin-enabled by 2030 — representing an estimated 2.5% of all domestic noncash transactions processed through stablecoin-based settlement, funding, or backend infrastructure. …

Investors in companies like OpenAI, SpaceX and other high-growth firms are increasingly buying future optionality rather than current cash flow, according to Dean Rubino, CEO of KPC Private Funds. These businesses are valued on the belief they will become foundational infrastructure for AI, aerospace and next-generation computing. Over the last two decades, the private capital …

VanEck has launched the VanEck Data Center Supply Chain ETF (CBOE: RACK), offering investors targeted exposure to companies supporting the rapid expansion of artificial intelligence infrastructure. The new exchange-traded fund seeks to track the MarketVector Data Center Supply Chain Index, a modified float-adjusted market capitalization-weighted benchmark focused on U.S.-listed companies generating significant revenue from data …