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James Rogers

Verified
New York
As seen in: InvestmentNews, MSN, MSN Australia, MSN Canada, MSN Ireland, MSN Money Canada, MSN UK, Yahoo Life, Financial Times, MSN Malaysia, MSN Philippines and
Managing Editor @InvestmentNews. Liverpool born, Brooklyn citizen. Evertonian. @90MinsWithNev podcast co-host. Sprint triathlete.

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Articles

Orion touts fractional share trading for advisors who custody with Schwab

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By James Rogers Verified
| InvestmentNews Verified
Orion is offering fractional share trading for advisors who custody with Schwab Advisor Services, the RIA technology giant announced Tuesday. This means that advisors can now implement client models to the dollar, rather than rounding to whole shares, reducing uninvested cash, Orion said. The fractional share trading is offered through Orion’s trading and rebalancing platform and its order management system.
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Earnings, then a lockup expiration: Two SpaceX catalysts advisors can't ignore

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By James Rogers Verified
| InvestmentNews Verified
SpaceX will report its first earnings as a public company on Tuesday — and just a couple of of days later, on Aug. 6, more than 900 million shares could hit the market as the company's post-IPO lockup expires.
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Macquarie touts infrastructure credit-focused BDC

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By James Rogers Verified
| InvestmentNews Verified
Macquarie is converting its Infrastructure Income Opportunities Fund into a business development company, a regulatory filing shows, as the financial services giant looks to tap into private credit opportunities linked to sectors such as energy and transportation. BDCs, high-yield funds that invest in private credit, have enjoyed rapid growth over the last decade, but sales of the asset class tanked earlier this year amid market turmoil in private credit.
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