Nuveen has entered the market for actively managed exchange-traded funds with three ETFs focusing on small-cap stocks, dividend growth stocks and large-cap growth stocks.
As semitransparent exchange-traded funds, their holdings will be disclosed monthly, “generally following the same holdings disclosure schedule as the mutual funds within the same fund family,” Nuveen said in a release.
The three new funds, which are already available as mutual fund strategies from Nuveen, are the Nuveen Small Cap Select ETF, Nuveen Dividend Growth ETF and the Nuveen Winslow Large-Cap Growth ESG.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
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.