This content is from: Investing 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. By Michael Thrasher December 01, 2021
This content is from: Wealth Management The Lone Family Office Backing Venturi, an RIA Striving For $10 Billion Under Management Kent Weldon, a longtime partner at private equity firm Thomas H. Lee Partners, explains why he’s investing his own money in Venturi Private Wealth Management. By Michael Thrasher November 18, 2021
This content is from: Wealth Management CAIS Hires Head of Data To Extract Insights From Its ‘Mine of Information’ “Data is the new oil. It’s the fuel that drives our understanding.” By Michael Thrasher November 15, 2021
This content is from: Wealth Management Diversitas: A Growing Wealth Management Conference Centered on Diversity and Inclusion Students, academics, guidance counselors, and financial advisors are gathering November 3 for the University of Akron’s fifth annual symposium created to make the wealth management industry more inclusive. By Michael Thrasher November 01, 2021
This content is from: Investing ‘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. By Michael Thrasher September 30, 2021
This content is from: Investing 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. By Michael Thrasher September 21, 2021
Sponsored Balancing Growth and Protection for Your Clients Sponsored by Lincoln Financial Group November 29, 2021
Sponsored How Innovations in Private Credit Are Driving ESG Progress Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices. Sponsored by Barings August 17, 2021
