Celebrating the one-year anniversary of its Simplify Health Care ETF, which claims to be the first pro bono exchange-traded fund, Simplify Asset Management has presented a $100,000 check to the breast cancer organization Susan G. Komen.
The donation represents Simplify’s profits from one year of managing the ETF, an actively managed fund whose ticker symbol is PINK. The ETF is designed so that all of Simplify’s net profits from managing the fund are donated to Susan G. Komen on an annual basis, Simplify said in a press release Wednesday.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
