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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.
Jane Street is broker of choice for bitcoin-ETF issuers
Fidelity, WisdomTree, BlackRock and Valkyrie are among the fund companies designating the firm as 'authorized participant' for their bitcoin ETFs.
SEC defers decision on Invesco, WisdomTree bitcoin ETFs
The latest delay came as a disappointment after Grayscale won a court ruling this week overturning the SEC's rejection of its application to convert its bitcoin trust into an ETF.
Arbitrators order Morgan Stanley to pay senior investor $1.8M
A broker in the firm's Garden City, New York, office put way too much WisdomTree stock in his aunt's portfolio.
How model portfolios help advisors improve the client experience
Here’s a look at the four primary ways in which model portfolios can benefit an advisory firm’s growth goals.
CI Financial shares lose value amid US deal spree
CEO’s radical remake was accompanied by the exodus of 13 portfolio managers, traders and analysts to the Bank of Montreal.
Yield-hungry investors are flocking to high-dividend ETFs
With bonds slumping, a record amount of money is pouring into exchange-trade funds focused on big dividend payouts.
Ritholtz, WisdomTree launch crypto index separate account
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.