Displaying 43 results
WisdomTree woos more advisors with portfolio solutions offering
The firm is doubling down on its $3.5B model portfolios business with a fresh push to help enhance investment advisors’ practices.
‘Confidence comes after you make that first step’
Dominique Henderson, founder of DJH Capital and published author, discusses the ideal portfolio, avoiding BOI reporting pitfalls and stepping outside the shadow of imposter syndrome.
Advisors’ shuffle away from cash reaches its fifth year
Advyzon research reveals steady decline in advisors’ cash allocations, along with ETFs’ decisive victory over mutual funds.
Expect ETF growth to continue on gale-force retail tailwinds, says Cerulli
Report shows $4.3T ETF haul in retail financial advisor channels, with even larger allocations by 2025 as model portfolios unlock opportunities.
SCS Financial taps Lane MacDonald for CIO role
The three-decade veteran will lead the continued growth of the Focus Financial partner firm’s investment platform.
Most advisors still in the dark on direct indexing
FTSE Russell survey research covering RIAs and broker dealers shows four-fifths aren’t using it, and most aren’t clear on the tax benefits.
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
California-based Dunham unveils retirement income program
Service aims to help advisors with retired and pre-retiree clients with an algorithmic strategy, tailored portfolios, and back-office support.
Boston wealth firm breaks new ground in portfolio personalization
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
Northern Trust report upends traditional way of looking at risks versus returns
Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.
Alternatives become bigger slice of client portfolios as advisers seek shelter
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
Riskalyze doubles down on fixed-income analysis
The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.
Fintech, direct indexing are bringing ESG into focus
Research shows technology and customization are helping investors deal with the lack of clarity in the ESG space.
On inflation, advisers hope for the best, prepare for the worst
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
Active cryptocurrency SMA aims to outperform Bitcoin
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
Energy, financials, real estate sectors riding inflation wave
Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.
J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool
The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.
Investors flock to municipal bonds for yield and shelter
The $53 billion in assets flowing into tax-exempt municipal bond funds so far this year have already exceeded the inflows for all of last year.
Why ETF track records are becoming an afterthought
Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.
