Royals Harry and Meghan Are Investors, Clients, and Backers of Sustainable Asset Manager Ethic “The Duke & Duchess are mission-driven, with a relentless commitment to putting real action behind their words. We trust that their involvement will only help drive Ethic closer to accomplishing our core mission,” Ethic, the $1.3 billion asset manager, said in a statement. Holly Deaton October 12, 2021
This content is from: Wealth Management Owl Capital Leads $100 Million Funding Round for Structured Note ‘Assembly Line’ Halo Investing Holly Deaton October 11, 2021
This content is from: Investing ‘The Market Was Moving Fast,’ So Franklin Templeton Leapt at O’Shaughnessy Asset Management Michael Thrasher September 30, 2021
This content is from: Investing Private-Shares Brokerage InvestX Raises Capital From Jefferies, Virtu, and Canaccord Holly Deaton September 22, 2021
How ESG Latency Will End at RIAs An inaugural study by SEI shows a gap between client interest in environmental, social, and governance factors and RIAs using those factors in portfolios. But that may be narrowing. Michael Thrasher September 21, 2021
In a World Mesmerized by Direct Indexing, 55ip’s ETF Model Portfolios Gain Traction The JPMorgan Chase & Co. subsidiary is attracting larger wealth managers and has doubled the number of firms it works with. Michael Thrasher September 16, 2021
Where Advisors Are Turning to Manage Concentrated Holdings and Invest in Pre-IPO Companies These platforms may be quite handy during a booming bull market. David Sterman September 14, 2021
Direct Indexing Projected to Outpace ETFs, Mutual Funds The size of the retail direct indexing SMA market is small. At least right now. Holly Deaton September 08, 2021
David Lau and Allan Roth to Face Off in Live Annuities ‘Cage Match’ The Fray in L.A. takes place Wednesday. Michael Thrasher August 30, 2021
Bridgewater, iCapital Network Partner to Bring Hedge Funds Strategies to RIAs What exactly wealth managers will gain access to is unclear. Michael Thrasher August 13, 2021
With a New Platform This VC Firm Aspires to Make the Asset Class More Accessible to RIAs Michael Thrasher July 14, 2021
Apex Rejects Standard Two-Day Trade Settlements, Promises Investors Cash Instantly Michael Thrasher May 26, 2021
With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share Greg Bartalos May 06, 2021
Fidelity Analyzed 4,000 Advisor Portfolios. A Huge Takeaway Has Little to Do With Allocations. Michael Thrasher April 19, 2021
