The Strategy Behind Ethic’s New, Customizable Morningstar Indexes Wealth managers can now begin their portfolio construction process with a familiar basket of stocks, then alter it as needed within Ethic’s $1.6 billion platform. Michael Thrasher December 01, 2021
This content is from: Investing Two Boozy Platforms Helping Wealth Managers Invest in the Most Liquid of Alts David Sterman November 04, 2021
This content is from: Investing White Paper Cautions Advisors on Underexposure to Alternative Investments Holly Deaton October 27, 2021
This content is from: Investing ProShares Defends First Bitcoin Futures ETF Against ‘Backwards’ Narrative on Pricing Holly Deaton October 20, 2021
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
Owl Capital Leads $100 Million Funding Round for Structured Note ‘Assembly Line’ Halo Investing “I'm not here to make annuities better or structured notes more accessible. I’m here to solve the savings crisis and that's it,” Halo Investing co-founder Jason Barsema told RIA Intel. Holly Deaton October 11, 2021
‘The Market Was Moving Fast,’ So Franklin Templeton Leapt at O’Shaughnessy Asset Management One of the largest separately managed account providers still felt an urgency to prepare for an influx of advisors and retail investors demanding more customized, tax-managed portfolios. Michael Thrasher September 30, 2021
Private-Shares Brokerage InvestX Raises Capital From Jefferies, Virtu, and Canaccord The deal comes during a surge of investor interest in pre-IPO companies. 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 David Sterman September 14, 2021
Bridgewater, iCapital Network Partner to Bring Hedge Funds Strategies to RIAs 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
