Evolution or Revolution – Buffer ETFs to Capitalize on Market Opportunities
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Wall Street Greets WisdomTree’s Bitcoin ETF Plan With Doubt
WisdomTree Investments plans to launch a fund that could invest as much as 5% of its net assets in Bitcoin futures traded on the Chicago Mercantile Exchange.
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Crisis Lessons Drowned Out as $4 Trillion ETF Market Booms
As inflows soar and market dislocations vanish, America’s exchange-traded fund market is back to the boom times -- consigning to history two major disruptions of the pandemic crash.
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One Month of Fed ETF Buying Redraws $4 Trillion Market Contours
The degree to which the fixed-income ETF landscape has stabilized is just another example of how powerful the Fed’s interventions have been in soothing -- and stoking -- financial markets.
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Got Oil? Energy ETFs Dominate Funds With Best Returns Over Past 3 Months
Funds focused on oil and energy, precious metals, biotech, online retail and technology all outperformed in the past three months.
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Got Oil? Energy ETFs Dominate Funds With Best Returns Over Past Three Months
Funds focused on oil and energy, precious metals, biotech, online retail and technology all outperformed in the past three months.
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Former Obama Official Challenges FSI’s ‘Regulation by Enforcement’ Argument
Former Assistant Secretary of Labor Phyllis Borzi condemned the advocacy organization for trying to inhibit the SEC's ability to act on existing rules, during an Institute for the Fiduciary Standard webcast.
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Riskalyze Adds New Features Ahead of Reg BI’s Compliance Date
As advisors and firms quickly prepare for Reg BI's compliance date in a couple weeks, the fintech provider makes some compliance-related upgrades to its platform.
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Addepar Hires BlackRock Veteran Ruchir Swarup as CTO
Ruchir Swarup, who worked at BlackRock for 19 years, will be Addepar's first full-time CTO since co-founder Jason Mirra left in 2014.
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CFP Board Tech Provisions Sow Confusion
The Board said its new Code reflects the reality of today's advice; it's left many advisors and vendors scratching their heads.
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$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors
Octavia Wealth Advisors, a firm that managed $1.6 billion in AUM at AXA Advisors, has 35 employees and offices in Cincinnatti, Los Angeles, San Diego and Miami.
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Determining Necessity of Discretionary Distributions
Nevada court finds that trust beneficiary’s other resources may not be relevant.
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Reg BI Has Broader Scope Than Many Think
Some key areas for brokers to assess in determining whether they’re subject to the new rules as implementation date approaches.
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When Death Touches Your Workplace During COVID-19
Tips and resources for supporting grieving colleagues, despite the lack of physical interaction.
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2020 Will be a Great Year for Recruiting
As we start to emerge from the COVID-19 crisis, there remain five key reasons why this is still a good time for those considering change.
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Signs of an Early Economic Recovery Shift the Conversation
The future is fraught with risk, but the latest data is optimistic.
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Fast-Growing Cresset Acquires PagnatoKarp to Create $9.5 Billion RIA
This marks Cresset's third and largest deal since it was founded.
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Foreign Investors Have Stayed Away from U.S. Real Estate in Recent Months. That Trend Is Not Expected to Hold
Once the pandemic is over, foreign buyers will likely see attractive investment opportunities in core assets.
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Why Free Trading Really Isn't Free
Free isn’t free: How investors subsidize “commission-free” trades
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Sanctuary Wealth to Finance Partner Firm Acquisitions
The Indianapolis breakaway acquirer will now fund sub-acquisitions of its partner firms, taking a minority stake in the acquired firm.
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