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StepStone Private Wealth Solutions doubles AUM, exceeding $10 billion after adding $5 billion in under one year

NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- StepStone Private Wealth Solutions (SPWS), the private wealth arm of StepStone Group (Nasdaq: STEP), a global private markets investment firm, has achi...

How does SPWS's AUM growth compare to peers in the private wealth space, and what does it indicate about its competitive positioning? What is the expected impact of the $10 billion AUM milestone on STEP's stock valuation and price momentum? How will the rapid AUM growth affect StepStone's revenue and earnings outlook?
Symbol: STEP
1 day ago
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iShares® iBonds® ETF Nears Final Distribution Date

NEW YORK--(BUSINESS WIRE)--BlackRock announced today the planned termination of the iShares iBonds Oct 2025 Term TIPS ETF which includes the following timelines for trading, net-asset value (NAV) c...

What operational steps should traders take to manage positions in IBIB ahead of the final trading and liquidation dates? How might the termination impact BlackRock's overall fund management strategy and future product offerings in the TIPS space? What are the potential secondary‑market implications for investors who may need to reallocate their exposure after the ETF's liquidation?
Symbol: IBIB
7 days ago
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Virtus Investment Partners Reports Preliminary July 31, 2025 Assets Under Management

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $170.8 billion and other fee earning assets of $1.8 billi...

What potential risks could reverse the recent AUM gains and how should they be priced in? How does the AUM growth influence the valuation multiples (e.g., P/E, P/FFO) for Virtus compared to historical levels? What is the outlook for net inflows in the retail and global fund segments given current market conditions?
Symbol: VRTS
10 days ago
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Franklin Templeton Announces 19(a) Notices for Closed-End Taxable Funds

BOSTON--(BUSINESS WIRE)--The 19(a) monthly distribution notices for Putnam Master Intermediate Income Trust (NYSE: PIM) and Putnam Premier Income Trust (NYSE: PPT) are now available. These informat...

How might the distribution announcements impact the relative performance of PIM and PPT versus broader market indices? Could the distribution levels trigger any regulatory or compliance considerations for the funds? What is the market’s expectation for the next distribution cycle after this notice?
Symbol: PIM
15 days ago
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Franklin Templeton Announces 19(a) Notices for Closed-End Municipal Funds

BOSTON--(BUSINESS WIRE)--The 19(a) monthly distribution notices for Putnam Managed Municipal Income Trust (NYSE: PMM) and Putnam Municipal Opportunities Trust (NYSE: PMO) are now available. These i...

Do the 19(a) notices suggest any upcoming changes in fund management strategy or asset allocation that could affect performance? How might changes in municipal credit conditions or interest rates impact the future distribution outlook for these funds? What tax implications might arise for investors from the composition of the distribution sources?
Symbol: PMM
15 days ago
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Tortoise Capital Launches the Tortoise AI Infrastructure ETF (NYSE: TCAI), Providing Access to the Foundational Infrastructure Powering the AI Revolution

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Tortoise launches TCAI ETF, targets key systems and companies building and enabling the infrastructure that makes AI possible.

Are there any regulatory or tax considerations specific to AI infrastructure investments that could affect the ETF’s attractiveness? How could the ETF’s performance impact the broader AI and technology market sentiment? Will the launch of TCAI attract institutional investors, and how might that influence market dynamics?
Symbol: TCAI
17 days ago
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